3 Year return

19.42%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹5306.2 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

Ratings

ARQ Rating
4.5

Ratings by other agencies

3
3
3

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

Holdings

UTI Mutual Fund Managers

VS

V Srivatsa

Fund Manager since Aug 2018

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
19.43%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

19.43%
6.13%

About UTI Hybrid Equity Fund Direct Plan Growth

UTI Hybrid Equity Fund Direct Plan Growth is an aggressive hybrid fund that is operating a portfolio with the goal of generating income and capital growth. The scheme, which falls under the UTI Mutual Fund house, has a turnover ratio that is moderately higher due to the investment style. This large cap balanced fund has a value orientation that follows a top-down approach for large caps and a bottom-up approach for mid and small-cap stocks. This scheme has the CRISIL Hybrid 25+75 Aggressive Index as its benchmark.

Investment Objective of The Scheme

The main goal of UTI Hybrid Equity Fund Direct Plan Growth is to produce long-term capital appreciation through investments primarily in equities and equity-linked instruments of businesses with a range of market capitalisations. In order to provide consistent income, the fund additionally makes investments in debt and money market securities.

Key Features of The Fund

5-year return 15.95%
Expense Ratio 1.32%
Fund Manager V Srivatsa
Fund Size ₹5306.2 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Investors that are looking for long-term capital appreciation, and investment in debt and money market assets (fixed income securities) and equity instruments, may consider investing in UTI Hybrid Equity Fund Direct Plan Growth. If unsure whether a product is right for you, you can speak with your financial advisors. This scheme is best suited for investments with a time horizon of at least five years.

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
Email 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.

FAQs

What is today's NAV of UTI Aggressive Hybrid Fund Direct Plan Growth?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Aggressive Hybrid Fund Direct Plan Growth Apr 19 2024 is 368.8192

What is the AUM of UTI Aggressive Hybrid Fund Direct Plan Growth?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Aggressive Hybrid Fund Direct Plan Growth is 5306.2 crore.

What is the expense ratio of UTI Aggressive Hybrid Fund Direct Plan Growth?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Aggressive Hybrid Fund Direct Plan Growth is 1.32%

What are the returns of UTI Aggressive Hybrid Fund Direct Plan Growth since inception?

The UTI Aggressive Hybrid Fund Direct Plan Growth was launched on Jan 01 2013. The fund has delivered a CAGR of 13.47 since inception.

What is the minimum SIP amount to invest in UTI Aggressive Hybrid Fund Direct Plan Growth?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Aggressive Hybrid Fund Direct Plan Growth is 500.

How do I invest in UTI Aggressive Hybrid Fund Direct Plan Growth?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Aggressive Hybrid Fund Direct Plan Growth?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Aggressive Hybrid Fund Direct Plan Growth?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Aggressive Hybrid Fund Direct Plan Growth?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.