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    • UTI Hybrid Equity Fund (Growth)

    Formerly UTI Balanced Gr

    UTI Mutual Fund

    UTI Hybrid Equity Fund (Growth)

    HybridAggressive Hybrid

    249.4025

    NAV (Sep 23)

    11.7%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in aggressive hybrid mutual funds.

    However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

    Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

    This makes their performance difficult to assess.

    With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    26 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    4,148 Cr. Large within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    249.4025

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    55.7%
    Last 3Y
    13.8%
    Last 5Y
    11.7%
    Last 10Y
    12.9%
    Since Inception
    15.3%
    6 Month CAGR
    20.6%
    info-icon-blue

    Scheme Information

    Investment Objective

    The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.02
    Launched (26y ago)
    Jan 02, 1995
    AUM in Crores
    4148.000
    ISIN
    INF789F01323
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 25+75-Aggressive TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sunil Patil

    Fund Manager

    user-avatar

    V Srivatsa

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    4.2%

    7.1%

    top-ranked-badge

    3.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Hybrid Equity Fund (G)

    About UTI Hybrid Equity Fund (G)

    UTI Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.3% over a period of 26 years. The fund was previously known as UTI Balanced Gr . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Sunil Patil, V Srivatsa

    UTI Hybrid Equity Fund (G) Investment Objective

    The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Hybrid Equity Fund (G) NAV,AUM,Risk

    The UTI Hybrid Equity Fund (G) fund was launched on Jan 02, 1995. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹249.40. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹4148. The category risk of the UTI Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 2.02 % as expense ratio.

    UTI Hybrid Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 75% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , state bank of india , larsen & toubro ltd , bharti airtel ltd , itc ltd , net current assets , axis bank ltd , reliance industries ltd , 6.19% govt stock 2034 , hcl technologies ltd , 7.26% govt stock 2029 , wipro ltd , 6.45% govt stock 2029 , ambuja cements ltd , tata steel ltd , govt stock , 06.45 br sdl 2027 , food corporation of india , mahindra & mahindra ltd , invit powergrid infrastructure investment trust , canara bank , 06.99 mp sdl 2024 , tata motors ltd class a , hindalco industries ltd , 8.10% west bengal sdl 2025 , fortis healthcare ltd , indiabulls housing finance limited , ajanta pharma ltd , bajaj auto ltd , cholamandalam financial holdings ltd , radico khaitan ltd , ghcl ltd , cummins india ltd , s.p. apparels ltd , bharat electronics ltd , cipla ltd , sun pharmaceuticals industries ltd , aurobindo pharma ltd , motherson sumi systems ltd , dr reddy's laboratories ltd , cesc ltd , gujarat state petronet ltd , jorabat shillong expressway limited , the federal bank ltd , techno electric & engineering co ltd , pnc infratech ltd , icici prudential life insurance company limited , eris lifesciences ltd registered shs , emami ltd , tata power co ltd , prince pipes and fittings ltd ordinary shares , oberoi realty ltd , max financial services ltd , housing development finance corporation limited , sundaram home finance limited , union bank of india , hindustan petroleum corporation limited , shriram transport finance company limited , 5.63% govt stock 2026 , power finance corporation ltd. , indian railway finance corporation limited , power finance corporation limited , schaeffler india ltd , torrent power ltd , oracle financial services software ltd , dalmia bharat ltd , hindustan petroleum corp ltd , carborundum universal ltd , bharat petroleum corp ltd , tata motors finance limited , 06.46 wb sdl 2030 , firstsource solutions ltd , advanced enzyme technologies ltd , phoenix mills ltd , ashok leyland ltd , k.p.r. mill ltd , 8.33% telangana sdl 2025 , coromandel international ltd , rbl bank ltd , bharat forge ltd , avanti feeds ltd , first business receivables trust , first business receivables trust , mphasis ltd , g r infraprojects ltd , uti gilt reg idcw-p , ecl finance limited

    UTI Hybrid Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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