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.
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
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.