UTI Hybrid Equity Fund- Direct

Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 6032.2
Expense Ratio
1.52%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
167.9303
(-0.48 %)
NAV as on 2019-01-23
Returns
Fund
UTI Hybrid Equity Fund- Direct
1 Year
-8.03%
3 Year
11.58%
5 Year
12.63%
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 Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
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
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.
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
5,861
Portfolio Value
-139
Total Returns