UTI - Hybrid Equity Fund -Direct Plan - Growth

UTI - Hybrid Equity Fund -Direct Plan - Growth of UTI Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.52

Age

NA Years

Fund Manager

V Srivatsa

AuM (Rs Crores)

6138.062

Asset Class

Hybrid-Equity

Net Asset Value:

168.7894

Rating

4

Benchmark

CRISIL Hybrid 25+75 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Fund Manager Details:

V Srivatsa B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 22. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer- Officer-Audit in Madras Cements Ltd... Presently he is working as an Offshore Fund Manager.

Objective:

The primary objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top Holdings:

  • Banks (1.89)
  • Finance (8.66)
  • IT - Software (7.8)
  • Pharmaceuticals (7.6)
  • Power Generation & Distribution (5.85)
  • Tobacco Products (5.49)
  • Automobile (5.2)
  • Infrastructure Developers & Operators (3.3)
  • Textiles (2.81)
  • Mining & Mineral products (2.66)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition