UTI - Hybrid Equity Fund - Regular Plan - Growth

(Erstwhile UTI - Balanced Fund-Growth)

Category: Hybrid: Aggressive
Launch Date: 20-03-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
Expense Ratio: 2.33% As on ( 31-10-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,065.22 Cr As on ( 30-11-2018)
Turn over: 53.62
NAV as on 12-12-2018

161.9894

2.39 ( 1.4768% )

CAGR Since Inception

12.43%

PERFORMANCE of UTI - Hybrid Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI - Hybrid Equity Fund - Regular Plan - Growth -4.23 9.76 12.2 13.86 12.43
Benchmark - - - - -
Hybrid: Aggressive -3.86 9.2 12.88 14.78 9.16

Yearly Performance (%)

Fund Managers

Mr. V Srivatsa

Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore. Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

Investment Objective

An open-ended balanced fund investing between 40% to 75% in equity/equity related securities and the balance in debt (fixed income securities) with a view to generate regular income together with capital appreciation.

RETURNS CALCULATOR for UTI - Hybrid Equity Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Invest Now

Key Performance and Risk Statistics of UTI - Hybrid Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI - Hybrid Equity Fund - Regular Plan - Growth 10.15 0.91 2.31 0.44 7.77 3.3
Hybrid: Aggressive - - - - - -

PEER COMPARISION of UTI - Hybrid Equity Fund - Regular Plan - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 -4.23 7.99 9.76 12.2 13.86
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 4.42 10.94 11.94 10.8 12.6
Sundaram Equity Hybrid Fund Regular Dividend 23-06-2000 3.29 10.32 11.51 10.53 10.7
JM Equity Hybrid Fund-Dividend 01-04-1995 2.99 9.62 8.37 10.57 12.2
JM Equity Hybrid Fund-Growth 01-04-1995 2.99 9.62 8.37 10.63 12.23
JM Equity Hybrid Fund - Half Yearly Dividend Option 15-09-2014 2.96 9.84 9.03 0.0 0.0
JM Equity Hybrid Fund - Monthly Dividend Option 24-11-2014 2.96 9.69 8.74 0.0 0.0
JM Equity Hybrid Fund - Quarterly Dividend Option 24-11-2014 2.89 9.55 8.31 0.0 0.0
JM Equity Hybrid Fund - Annual Dividend Option 15-09-2014 2.76 9.73 8.96 0.0 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Dividend 29-07-2015 2.41 13.16 12.82 0.0 0.0

PORTFOLIO ANALYSIS of UTI - Hybrid Equity Fund - Regular Plan - Growth

Asset Allocation (%)

Start Investing NowSign Up