UTI Hybrid Equity Fund - Dividend - Payout

2
Aggressive Hybrid NAV 24.4309 -0.26 27 February, 2020
  • 4.73%
  • 14Y 12M
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) 4434 (As on Jan 31, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.81% (As on Jan 31, 2020)
Fund Manager V Srivatsa , Sunil Madhukar Patil

Investment Returns (As on 27 Feb, 2020)

  • 3 Month -2.22%
  • 6 Month 2.39%
  • 1 Year 2.16%
  • 3 Year 3.37%
  • 5 Year 4.73%
Graph
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

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 2.16% 3.37% 4.73%
SBI Equity Hybrid Fund (G) 17.19% 11.46% 9.16%
L&T Hybrid Equity Fund (G) 9.63% 6.42% 6.92%
ICICI Prudential Equity & Debt Fund (G) 7.07% 6.11% 7.4%
Nippon India Equity Hybrid Fund (G) 1.15% 3.83% 5.43%
Aditya Birla Sun Life Equity Hybrid 95 Fund (G) 2.66% 3.74% 5.21%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully