UTI Hybrid Equity Fund - Dividend - Payout

2
Aggressive Hybrid NAV 29.7316 1.2 24 February, 2021
  • 12.93%
  • 5Y 9M
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) 3,838 (As on December 31, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.97% (As on December, 2020)
Fund Manager V Srivatsa , Sunil Madhukar Patil

Investment Returns (As on 24 Feb, 2021)

  • 3 Month 15.86%
  • 6 Month 25.52%
  • 1 Year 26.14%
  • 3 Year 7.07%
  • 5 Year 12.93%
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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 26.14% 7.07% 12.93%
SBI Equity Hybrid Fund (G) 17.03% 11.66% 14.55%
ICICI Prudential Equity & Debt Fund (G) 27.1% 10.36% 15.7%
L&T Hybrid Equity Fund (G) 19.29% 7.95% 12.68%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 22.85% 7.14% 12.42%
Nippon India Equity Hybrid Fund (G) 7.26% 1.14% 9.18%

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