★ ★ ★ ☆ ☆

UTI Hybrid Equity Fund-Growth - Direct

Hybrid

  

Aggressive Hybrid Fund

NAV

162.948 -0.6018

as on (21 Aug, 2019)

RETURNS

5.2 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1.5 %

Benchmark

CRISIL Hybrid 25+75-Aggressive TR INR

Asset Size

5139.59 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

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.

app screenshot
Google play store download image   Apple app store download image

Fund manager

V Srivatsa

(since 24 Sep, 2009)

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹ 500

minimum investment

₹ 1000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ITC Ltd

5.13 %

Infosys Ltd

4.77 %

ICICI Bank Ltd

4.62 %

Housing Development Finance Corp Ltd

4.47 %

Sector Allocation

About the Scheme Type

Aggressive Hybrid Fund

Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of UTI Asset Management Company Ltd

UTI Mutual Fund, India’s most trusted Wealth creators, always has the interest of its investors in its heart. UTI Mutual Fund has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds.

With assets under management across different businesses including domestic mutual fund, Portfolio Management Services, International business, Retirement Solutions, Venture Funds and Alternative Investment assets, UTI Mutual Fund has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

UTI Mutual Fund is today a household name in India and has a wide portfolio to suit the varied needs of investors supported by industry-led best practices, long-term vision, and shareholder values. With 150 branches, 47,000 highly trained IFAs, 320 Chief Agents and Business Development Associates and over 1 crore investor accounts, UTI Mutual Fund is one of the leading financial institutions with a pan Indian presence. We, at UTI Mutual Fund, are committed to continuing our legacy of delivering best in class services with a focus on social responsibility and nation-building.