3 Year return

18.02%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

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

₹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 254
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
17.95%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

17.95%
6.82%

About UTI Hybrid Equity Fund Direct Plan IDCW Reinvestment

The UTI Hybrid Equity Fund is an open-ended hybrid fund offered by UTI Hybrid Equity Fund. It is categorised as a hybrid fund. The fund has an aggressive investment approach and allocates assets to a mix of equity and debt securities. Both dividends and capital gains are reinvested in the fund, giving a further boost to the scheme’s overall returns.

Investment Objectives of the Scheme

The fund's investment objective is to provide a balanced portfolio that offers both growth and income potential. The fund will achieve its objective by investing in a diversified portfolio of equity and debt securities.

Key Features of The Fund

5-year return 20.62%
Expense Ratio 1.24%
Fund Manager V Srivatsa
Fund Size ₹6110.59 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The UTI Hybrid Equity Fund is a good option for investors who are looking for a balanced investment that offers both growth and income potential. The fund is also a good option for investors who are looking for an investment that can help them to achieve their financial goals over the long term. Note that investors should have a moderate risk appetite. The fund is also a good option for investors who are already invested in other equity and debt funds and are looking for a way to balance their portfolio.

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.

Plan Your Investments Efficiently

SIPs can help you invest with minimum contributions over a period of time. With Angel One's free SIP calculator online, you can set your end goal and determine the required contribution amount. Check how over time, with small contributions, you can build up enough to achieve your financial goals.

FAQs

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

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 Reinvestment Dec 10 2024 is 50.0479

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

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 Reinvestment is 6110.59 crore.

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

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 Reinvestment is 1.24%

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

The UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 14.03 since inception.

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

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 Reinvestment is 500.

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

  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 Reinvestment?

  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 Reinvestment?

  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 Reinvestment?

  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.