UTI Hybrid Equity
Start your investment
Min amount: 500
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Moderately High risk|
|Fund Type||Aggressive Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|ICICI Bank Ltd||5.29%|
|Housing Development Finance Corp Ltd||4.19%|
|Larsen & Toubro Ltd||2.83%|
|U.P. Power Corporation Limited||2.37%|
|State Bank of India||2.31%|
|Sun Pharmaceuticals Industries Ltd||2.17%|
About UTI Hybrid Equity Fund
The UTI Hybrid Equity Fund is an open-ended hybrid equity scheme. It seeks to provide long-term capital appreciation by investing in equity and equity-related instruments of companies across different market capitalizations. Further, it also invests a part of its portfolio in debt securities and money market instruments to generate regular income.
Pros & Cons of UTI Hybrid Equity Fund
- The scheme endeavors to invest 65-80% of its total assets into equity and equity-related instruments while reserving 20-35% for debt securities and money market instruments. The recommended investment horizon is 5 years and above.
- As on September 30, 2018, the scheme is ranked 3 under CRISIL’s Aggressive Hybrid Fund category.
- Further, it has generated returns of 13.91% per year over the last 10 years (as on January 04, 2019). However, the returns over the last year have been negative (-7.06%).
Fund Information and Statistics of UTI Hybrid Equity Fund
i) Inception / Launch date
The scheme was launched on 02 January 1995 by UTI Mutual Fund.
ii) Risk level
The scheme predominantly invests in equity and equity-related instruments and has a moderately-high risk level associated with it.
The redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.
iv) Fund Manager
Mr. V Srivatsa (Equity Portfolio since November 2009) and Mr. Sunil Patil (Debt Portfolio since February 2018) are the Fund Managers of the UTI Hybrid Equity Fund.
v) Entry / Exit load
There is no entry load in this scheme. The exit load structure is as follows: 1. If the units are redeemed after the completion of one year from the date of allotment of the said units, then the exit load = Nil 2. If the units are redeemed within one year from the date of allotment of the said units, and: a. The number of units redeemed is up to 10% of the allotted units, then the exit load = Nil b. The number of units redeemed is beyond 10% of the allotted units, then the exit load = 1% of the applicable NAV
Tax benefits of investing in UTI Hybrid Equity Fund
The following taxes are applicable to income arising from investing in this scheme: 1. Short-term capital gains are taxed at 15% 2. Long-term capital gains in excess of Rs. 1 lakh are taxed at 10% without indexation benefits.
About UTI Mutual Fund
UTI Mutual Fundis one of the oldest Mutual Funds in India. Over the years, it has been consistent in delivering good returns to investors. It offers a wide range of schemes catering to both debt and equity segments. The fund house endeavors to offer investment solutions which match the risk-return profile of different clients.
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "IT Developer, Bangalore
" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "Software Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "Campus Manager, Bangalore
Invest Now in 3 Easy Steps
Why ClearTax Invest?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Start your investment
Min amount: 500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns