UTI Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 6126.96
Expense Ratio
1.47%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
167.6137
(0.17 %)
NAV as on 2018-11-16
Returns
Fund
UTI Hybrid Equity Fund - Direct Plan
1 Year
-2.84%
3 Year
9.81%
5 Year
13.23%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An open-ended balanced fund investing between 40% to 75% in equity/equity related securities and the balance in debt (fixed income securities) with a view to generate regular income together with capital appreciation.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity instruments (maximum-75%) and fixed income securities (debt and money market securities)Moderately High Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,950
Portfolio Value
-50
Total Returns