3 Year return
18.02%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
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
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
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Aug 2018
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
24.72% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
20.59% |
3 |
Quant Absolute Fund |
14.52% |
4 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
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 |
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
FAQs
What is today's NAV of UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
What is the AUM of UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
What are the returns of UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
How do I invest in UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.