UTI Hybrid Equity Fund - Dividend - Payout

2
Aggressive Hybrid NAV 35.8648 0.72 18 October, 2021
  • 12.5%
  • 5Y 11M
UTI Hybrid Equity Fund - Dividend - Payout was previously known as

UTI Balanced Fund - Dividend - Payout

Fund Details

Category Aggressive Hybrid
Fund Type Open Ended
Investment Plan Dividend
Launch Date 20 March, 1995
Benchmark CRISIL Hybrid 25+75 Aggressive Index
Asset Size(Cr) 4,247 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.02% (As on Sept 2021)
Fund Manager V Srivatsa , Sunil Madhukar Patil

Investment Returns (As on 18 Oct, 2021)

  • 3 Month 11.7%
  • 6 Month 26.13%
  • 1 Year 58.37%
  • 3 Year 17.44%
  • 5 Year 12.5%
Graph
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI Hybrid Equity Fund - Dividend - Payout 58.37% 17.44% 12.5%
ICICI Prudential Equity & Debt Fund (G) 81.99% 21.91% 16.2%
SBI Equity Hybrid Fund (G) 49.88% 20.33% 14.52%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 51.47% 16.65% 11.54%
L&T Hybrid Equity Fund (G) 41.94% 16.07% 12.1%
Nippon India Equity Hybrid Fund (G) 53.39% 9.73% 8.64%

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