How is UTI hybrid equity fund?

Aggressive Hybrid Fund : The fund has 73.34% investment in domestic equities of which 47.88% is in Large Cap stocks, 9.99% is in Mid Cap stocks, 6.55% in Small Cap stocks. The fund has 22.14% investment in Debt, of which 8.55% in Government securities, 12.87% is in Low Risk securities.

Is it good to invest in UTI Equity Fund?

Over the years, the equity Mutual Funds by UTI Mutual Fund have shown strong growth in the Market. It has given substantial returns to the investors, due to which investors are keen to invest in this fund . Equity mutual funds invest money in the stock of various companies.

Is it right time to invest in hybrid mutual funds?

Risk factor It would not be wise to assume hybrid funds to be completely risk-free . Any instrument which invests in equity markets will have some risk. It might be less risky than pure equity funds, but you need to exercise caution and portfolio rebalancing regularly. Return Hybrid funds don't offer guaranteed returns.

Is UTI Mutual Fund trustable?

UTI where you can trust...! Yes UTI is very trustful financial service provider . As we know UTI providing financial services in many ways like mutual funds, share investment, fund planning.

UTI Hybrid Equity Fund Direct Fund-Growth: NAV, Review, Holding & Performance (2024)

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ET Money Rank

Out of 29

Performance Quality

★ ★ ★ ★ ★

Very Good

Generated returns consistently

4/5

Increased returns for each unit of additional risk

3/5

Downside Protection

★ ★ ★ ★ ★

Good

Controlled losses during market corrections

3/5

Delivered returns without frequent ups and downs

2/5

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Scheme Details

ET Money Rank	14 Out of 29
VRO Rating	3
Expense ratio	1.48%As on Apr 30, 2022
Exit Load	1.0%
AUM (Fund Size)	₹ 4,184 Crs
Lock-in	No Lockin
Age	9 yrs 5 m Since Jan 01, 2013
Benchmark	CRISIL Hybrid 35+65 Aggressive
Min. Investment	SIP ₹500& Lumpsum ₹1000

About UTI Hybrid Equity Fund

UTI Hybrid Equity Fund Direct Fund-Growth is a Aggressive Hybrid mutual fund scheme from Uti Mutual Fund. This fund has been in existence for 9 yrs 5 m, having been launched on 01/01/2013. UTI Hybrid Equity Fund Direct Fund-Growth has ₹4,184 Crores worth of assets under management (AUM) as on 31/03/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.48%, which is higher than what most other Aggressive Hybrid funds charge. Currently, the fund has a 72.59% allocation to equity and 21.03% to Debt.

UTI Hybrid Equity Fund Direct Fund-Growth returns of last 1-year are 3.34%. Since launch, it has delivered 11.38% average annual returns. The fund has doubled the money invested in it every 7 yrs.
UTI Hybrid Equity Fund Direct Fund-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
The fund's equity portion is primarily invested in Financial, Automobile, Technology, Construction, Consumer Staples sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
The fund's top 5 holdings are in ICICI Bank Ltd., GOI, ITC Ltd., State Bank of India, Infosys Ltd..

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Total investment Invested

Profit

Current value of investment Current value

You would have earned ₹ 1,001 more by investing in ET Money Direct Plan

	Total value	Profit
This fund
Category Average
Bank FD
Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Top Stock Holdings
Allocation by Market Cap
Allocation by Sector

Top Stock Holdings

ICICI Bank Ltd. 6.24%

HDFC Bank Ltd. 5.7%

ITC Ltd. 4.31%

State Bank of India 3.88%

Allocation by Market Cap

Large Cap 51.86574030775199%

Mid Cap 15.265235268073003%

Small Cap 5.459024424175001%

Other Cap 0.0%

Allocation by Sector

Financial 25.35%

Automobile 8.129999999999999%

Technology 6.6%

Construction 5.48%

Top Debt Holdings
Allocation by Credit Quality
Allocation by Instruments

Top Debt Holdings

GOI 5.29%

National Bank For Agriculture & Rural Development 1.19%

Indian Oil Corpn. Ltd. 1.18%

Gujarat State 1.18%

Allocation by Credit Quality

SOV 8.59%

AAA 6.84%

Cash & Call Money 6.36%

AA+ 2.77%

Allocation by Instruments

Non Convertible Debenture 6.609999999999999%

Net Current Assets 6.36%

GOI Securities 5.29%

Debenture 2.6899999999999995%

Fund name	Annual Return %	Value Research Rating
Quant Absolute Fund	17.72%	5
	13.69%	5
ICICI Prudential Thematic Advantage Fund (FOF)	12.58%	N.A.
Baroda BNP Paribas Aggressive Hybrid Fund	12.14%	5
Mirae Asset Hybrid Equity Fund	11.78%	4
Canara Robeco Equity Hybrid Fund	11.52%	5
UTI Hybrid Equity Fund	8.79%	3

Period	Trailing returns	Category average	Rank within category
1 month	-0.38%	-0.6703333333333333%	12 / 30
3 months	-2.94%	-4.308333333333334%	7 / 30
6 months	-6.46%	-8.037%	8 / 30
1 year	3.04%	0.6176666666666667%	8 / 30
3 years	12.69%	12.343571428571424%	9 / 28
5 years	8.79%	10.075652173913044%	15 / 23

Investment objective

The scheme seeks 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.

Performance Ratios

Std. Dev : 17.82
Alpha : 1.46
Beta : 0.95
Sharpe : 0.58
Sortino : 0.6

Fund Manager

Sunil Madhukar Patil
Mr. Patil is MMF, Finance
He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
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.

Phone: 0263 2296993
Address: 1st Floor, Signature, Office No.103
Valsad Dharampur Road
Mumbai, 396001