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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 Dec 2014
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 IDCW Payout
UTI Hybrid Equity Fund Direct Plan IDCW Payout is a mutual fund managed by UTI Mutual Fund. the UTI Hybrid Equity Fund falls under the "Hybrid - Aggressive Hybrid" category. This category indicates that the fund has a balanced approach, investing in a mix of equity and debt instruments to provide the potential for growth along with some stability. The UTI Hybrid Equity Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can impact their returns over the long term.
Investment Objectives of the Scheme
The fund's primary objective is to generate capital appreciation by investing in a diversified portfolio of equity and equity-related securities, while also providing income through investments in debt and money market instruments. The fund manager aims to balance risk and return by adjusting the equity-debt allocation based on market conditions.
Key Features of The Fund
| 5-year return | 16.53% |
| Expense Ratio | 1.32% |
| Fund Manager | V Srivatsa |
| Fund Size | ₹5487.53 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This fund could be suitable for investors seeking a balanced approach that offers growth potential from equities while also providing a measure of stability through debt investments. If you want a portfolio that combines the advantages of both asset classes and are comfortable with moderate fluctuations, the UTI Hybrid Equity Fund might align well with your investment strategy. It's relevant for investors with a medium to long investment horizon.
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.
