3 Year return
18.23%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹5487.53 Cr.
Expense Ratio
1.32% (inclusive of GST)
Exit Load
Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Aug 2018
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Aggressive Hybrid Fund Direct IDCW Payout |
24.89% |
3.5 |
|
Bank of India Mid and Small Cap Equity and Debt Fund Direct Plan IDCW Payout |
23.86% |
3 |
|
Quant Absolute Fund IDCW Direct Plan Payout |
22% |
4 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Hybrid Equity Fund Direct Plan Growth
UTI Hybrid Equity Fund Direct Plan Growth is an aggressive hybrid fund that is operating a portfolio with the goal of generating income and capital growth. The scheme, which falls under the UTI Mutual Fund house, has a turnover ratio that is moderately higher due to the investment style. This large cap balanced fund has a value orientation that follows a top-down approach for large caps and a bottom-up approach for mid and small-cap stocks. This scheme has the CRISIL Hybrid 25+75 Aggressive Index as its benchmark.
Investment Objective of The Scheme
The main goal of UTI Hybrid Equity Fund Direct Plan Growth is to produce long-term capital appreciation through investments primarily in equities and equity-linked instruments of businesses with a range of market capitalisations. In order to provide consistent income, the fund additionally makes investments in debt and money market securities.
Key Features of The Fund
| 5-year return | 16.69% |
| Expense Ratio | 1.32% |
| Fund Manager | V Srivatsa |
| Fund Size | ₹5487.53 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Investors that are looking for long-term capital appreciation, and investment in debt and money market assets (fixed income securities) and equity instruments, may consider investing in UTI Hybrid Equity Fund Direct Plan Growth. If unsure whether a product is right for you, you can speak with your financial advisors. This scheme is best suited for investments with a time horizon of at least five years.
AMC Contact Details
| Name | UTI Mutual Fund |
| Launch Date | January 2003 |
| Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
| Contact | 1800 266 1230(+91) 022 6227 8000022 – 68990800 |
| service@uti.co.in | |
| Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Combat Inflation with SIP Investments
FAQs
What is today's NAV of UTI Aggressive Hybrid Fund?
What is the AUM of UTI Aggressive Hybrid Fund?
What is the expense ratio of UTI Aggressive Hybrid Fund?
What are the returns of UTI Aggressive Hybrid Fund since inception?
What is the minimum SIP amount to invest in UTI Aggressive Hybrid Fund?
How do I invest in UTI Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
