UTI Hybrid Equity Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
24 yrs 11 monthsStarted on:20 Mar 1995
₹ 4591.74 Cras on: 20 Jan 2020
Medium Horizon
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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TenureReturns (CAGR)
1 Month2.87
3 Month6.52
1 YR4.74
3 YR6.75

SIP Returns

TenureReturns (CAGR)
1 YR8.68
2 YR3.45
3 YR3.26
5 YR5.97
10 YR9.13


Company Name% Assets
ICICI Bank Ltd.6.06
Housing Development Finance Corpn. Ltd.5.65
Infosys Ltd.5.36
ITC Ltd.4.94
Bharti Airtel Ltd.2.78
Axis Bank Ltd.2.54
Sun Pharmaceutical Inds. Ltd.2.41
State Bank of India2.34
Indusind Bank Ltd.2.25
Uttar Pradesh Power Corporation Ltd 14/02/2025 8.97%1.99

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation8.87%
Sharpe Ratio0.14

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.