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Asset Size:5474Cr
Expense Ratio:1.94%
Fund Manager(s):V Srivatsa,Sunil Patil,
5year Returns:7.58%

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UTI Hybrid Equity Fund Regular Plan Dividend Payout

UTI       

Balanced Equity
Aggressive Allocation

Nav : 26.1645 ( -1.19%) July 19th, 2019

People currently viewing this : 1

Rank (of 245)

22

Annualized Returns(5 yrs)

7.58%

Investment Horizon

>3 Yr

Doubled Money

9yrs 6m

Returns since January 2nd, 1995

13.92%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36.2L

Projected Maturity Amount

93.4L

UTI     

Balanced Equity
Aggressive Allocation

Nav : 26.1645 ( -1.19%) July 19th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

36.2L

Projected Maturity Amount

93.4L

Rank (of 245)

22

Annualized Returns(5 yrs)

7.58%

Investment Horizon

>3 Yr

Doubled Money

9yrs 6m

Returns since January 2nd, 1995

13.92%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
UTI
Launch Date
January 2nd, 1995
Expense Ratio
1.94%
Fund Category Risk
Moderate
Std Dev (1Yr)
10.619
Std Dev (3Yr)
8.935
Std Dev (5Yr)
9.902
Asset Size
5474Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.92 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
9.03 %
Modified Duration
3.67
Contact Details
Phone No.
+91 22 66786666