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Uti Hybrid Equity Fund - Direct Growth Plan

Hybrid | Aggressive Hybrid Fund

(NAV as of 15/04/2024)
369.33 (-0.67)

3Y Returns

19.59%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

1.29%

Fund Size

5215 Cr

Inception Date

01-Jan-13

Fund Manager

V. Srivatsa

Exit Load

Nil for 10% of units and 1% for remaining units on or before 12M, Nil after 12M.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

70.23%

Debt & Others

29.77%

Market Cap Allocation

Large Cap

46.93%

Mid Cap

17.32%

Small Cap

5.98%

Other Cap

29.77%

Sector Allocation

Banks

22.38%

Govt-Sec

15.23%

Automobiles

7.92%

Internet and Technology

7.60%

Finance

7.53%

Top Ten Holdings

HDFC Bank Ltd

6.61%

ICICI Bank Ltd

5.41%

Reliance Industries Ltd

4.86%

7.26% GSEC MAT - 06/02/2033

4.75%

07.18% GSEC MAT -24/07/2037

4.70%

Investment Objective

The Primary Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Securities Of Companies Across The Market Capitalization Spectrum. The Fund Also Invests In Debt And Money Market Instruments With A View To Generate Regular Income. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Fund House Detail

AMC Name

UTI Asset Management Company Private Limited

Address

UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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