• Mutual Funds
  • UTI Mutual Fund
  • UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly UTI Hybrid Equity Reg DR

UTI Mutual Fund

UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

HybridAggressive Hybrid

33.2249

NAV (Nov 29)

11.5%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

4,326 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

33.2249

NAV (Nov 29)

Fund Returns

Last 1Y

37.4%

Last 3Y

14.1%

Last 5Y

11.5%

Last 10Y

12.9%

Since Inception

14.2%

6 Month CAGR

11.9%

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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

Very High Risk

Expense Ratio

2.03

Launched (26y ago)

Jan 02, 1995

AUM in Crores

4325.519

ISIN

INF789F01315

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 1,979 cr

5

₹ 471 cr

5

amc-icon

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 185,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 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)

    UTI Nifty Index Fund (G)

    18%

    11.8%

    18%

    11.8%

    18%

    11.8%

    4.1%

    7.4%

    4.8%

    7%

    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

    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

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    TRUST

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    About UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    About UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.2% over a period of 26 years. The fund was previously known as UTI Hybrid Equity Reg DR . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Sunil Patil, V Srivatsa

    UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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 Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Jan 02, 1995. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-11-29 is ₹33.22. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹4325.519. The category risk of the UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.03 % as expense ratio.

    UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 74.2% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , net current assets , state bank of india , housing development finance corp ltd , infosys ltd , larsen & toubro ltd , bharti airtel ltd , itc ltd , axis bank ltd , 6.19% govt stock 2034 , reliance industries ltd , 7.26% govt stock 2029 , tata motors ltd class a , 6.45% govt stock 2029 , hcl technologies ltd , mahindra & mahindra ltd , govt stock , wipro ltd , 06.45 br sdl 2027 , hindustan petroleum corp ltd , invit powergrid infrastructure investment trust , dr reddy's laboratories ltd , the federal bank ltd , canara bank , 8.10% west bengal sdl 2025 , bajaj auto ltd , ambuja cements ltd , gail (india) ltd , indiabulls housing finance limited , tata steel ltd , cesc ltd , radico khaitan ltd , aurobindo pharma ltd , motherson sumi systems ltd , oracle financial services software ltd , cholamandalam financial holdings ltd , techno electric & engineering co ltd , hindalco industries ltd , oberoi realty ltd , bharat electronics ltd , ajanta pharma ltd , avanti feeds ltd , s.p. apparels ltd , ashok leyland ltd , fortis healthcare ltd , cipla ltd , jorabat shillong expressway limited , rbl bank ltd , prince pipes and fittings ltd ordinary shares , eris lifesciences ltd registered shs , ghcl ltd , k.p.r. mill ltd , emami ltd , sun pharmaceuticals industries ltd , housing development finance corporation limited , union bank of india , sundaram home finance limited , shriram transport finance company limited , food corporation of india , hindustan petroleum corporation limited , power finance corporation ltd. , india grid trust , 5.63% govt stock 2026 , jamnagar utilities & power private limited , 6.67% govt stock 2035 , 6.10% govt stock 2031 , 06.46 wb sdl 2030 , pnc infratech ltd , cummins india ltd , tata motors finance limited , firstsource solutions ltd , 8.33% telangana sdl 2025 , phoenix mills ltd , max financial services ltd , torrent power ltd , advanced enzyme technologies ltd , dalmia bharat ltd , aditya birla sun life amc ltd , gujarat state petronet ltd , coromandel international ltd , carborundum universal ltd , first business receivables trust , bharat forge ltd , first business receivables trust , piramal capital & housing finance ltd , apollo tyres ltd , eclerx services ltd , uti gilt reg idcw-p , eq-rgtren bharti airtel ltd. , g r infraprojects ltd , icici prudential life insurance company limited

    UTI Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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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