UTI Hybrid Equity Fund - Dividend - Payout

2
Aggressive Hybrid NAV 24.9802 0.51 18 October, 2019
  • 6.73%
  • 10Y 8M
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) 4905.22 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.96% (As on Sep 30, 2019)
Fund Manager V Srivatsa , Sunil Madhukar Patil

Investment Returns (As on 18 Oct, 2019)

  • 3 Month -3.29%
  • 6 Month -4.94%
  • 1 Year 0.77%
  • 3 Year 3.87%
  • 5 Year 6.73%
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 0.77% 3.87% 6.73%
SBI Equity Hybrid Fund (G) 16.66% 9.64% 11.51%
ICICI Prudential Equity & Debt Fund (G) 7.11% 7.77% 10.07%
L&T Hybrid Equity Fund (G) 6.34% 6.36% 9.78%
Nippon India Equity Hybrid Fund (G) 2.39% 5.45% 8.16%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 5.97% 4.83% 8.93%

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