UTI Hybrid Equity (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
23 yrs 11 monthsStarted on:20 Mar 1995
₹ 6044.22 Cras on: 21 Jan 2019
Medium Horizon
2.14%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.64
3 Month2.92
2 YR7.67
3 YR11.61

SIP Returns

TenureReturns (CAGR)
2 YR0.4
3 YR5.34
5 YR7.6
10 YR10.43

Portfolio

Company Name% Assets
Infosys Ltd.5.14
ITC Ltd.5.07
ICICI Bank Ltd.4.58
Housing Development Finance Corpn. Ltd.4.25
Larsen & Toubro Ltd.3.56
Uttar Pradesh Power Corporation Ltd 14/02/2025 8.97%2.75
State Bank of India2.33
Mahindra & Mahindra Ltd.1.9
Indian Oil Corpn. Ltd.1.84
Grasim Industries Ltd.1.7

Top Sectoral Holdings

Sector Name% Assets
Financial20.05
Technology8.43
Construction7.73
Energy7.58
FMCG5.66
Automobile5.66
Healthcare5.62
Metals2.64
Services1.82
Chemicals1.62

Indicators

LabelValue
Standard Deviation11.24%
Beta0.86%
Sharpe Ratio0.25

V Srivatsa,Sunil Madhukar Patil

Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.Mr. Patil is MMF, Finance
Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.He joined UTI AMC in October 1989. He has overall 28 years of experience in Primary Market Investment / Dealing and Fund Management.
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