3 Year return

18.04%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹6110.59 Cr.

Expense Ratio

1.24% (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:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

UTI Mutual Fund Managers

VS

V Srivatsa

Fund Manager since Aug 2018

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹342,690.24 Cr.
No. of Schemes 252
Setup Date January 2003

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.04%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.04%
6.7%

About UTI Hybrid Equity Fund Direct Plan IDCW Payout

UTI Hybrid Equity Fund Direct Plan IDCW Payout is a mutual fund managed by UTI Mutual Fund. the UTI Hybrid Equity Fund falls under the "Hybrid - Aggressive Hybrid" category. This category indicates that the fund has a balanced approach, investing in a mix of equity and debt instruments to provide the potential for growth along with some stability. The UTI Hybrid Equity Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can impact their returns over the long term.

Investment Objectives of the Scheme

The fund's primary objective is to generate capital appreciation by investing in a diversified portfolio of equity and equity-related securities, while also providing income through investments in debt and money market instruments. The fund manager aims to balance risk and return by adjusting the equity-debt allocation based on market conditions.

Key Features of The Fund

5-year return 19.49%
Expense Ratio 1.24%
Fund Manager V Srivatsa
Fund Size ₹6110.59 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund could be suitable for investors seeking a balanced approach that offers growth potential from equities while also providing a measure of stability through debt investments. If you want a portfolio that combines the advantages of both asset classes and are comfortable with moderate fluctuations, the UTI Hybrid Equity Fund might align well with your investment strategy. It's relevant for investors with a medium to long investment horizon.

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 8000 022 – 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.

Unleash the Power of Compounding With SIP

Witness the magic of compounding with a mutual fund SIP calculator. See how small, regular investments can grow into substantial wealth over time. Experience the power of compounding and start building your fortune today!

FAQs

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

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 IDCW Payout Nov 29 2024 is 48.8426

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

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 IDCW Payout is 6110.59 crore.

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

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 IDCW Payout is 1.24%

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

The UTI Aggressive Hybrid Fund Direct Plan IDCW Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 13.83 since inception.

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

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 IDCW Payout is 500.

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

  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 IDCW Payout?

  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 IDCW Payout?

  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 IDCW Payout?

  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.