Jama - UTI Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund
NAV : 332.2774
(+0.8813000000000102arrow_upward
)
AUM : ₹43 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 5.44% | 4.6% | 13.58% | 17.23% | 13.53% | 20.83% | NA |
NAV History
Expense Ratio Trends
Fund Details
Portfolio management with a view to generating income together with capital appreciation. A large cap balanced fund with value orientation. The Fund follows top down approach for large caps and bottom up for mid & small caps. Moderately higher turnover ratio on account of investment style
| NAV | 332.2774 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 132.0% |
| Exit Load : Exit load 2% of NAV |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,06,572 | ₹1,06,407 | ₹165 |
| After 1 year | ₹1,17,228 | ₹1,16,495 | ₹732 |
| After 3 years | ₹1,76,392 | ₹1,73,098 | ₹3,294 |
| After 20 years | ₹43,97,341 | ₹38,77,989 | ₹5,19,351 |
Investment Calculators
20.82575164470988
20.068844404045283
SIP Calculator
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Lumpsum Calculator
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Returns assumed : 20.83% Past 3 yr Data
Fund Objective:
The scheme aims to invest in a portfolio of equity / equity related securities andfixed income securities (debt andmoney market securities) with a view togenerating regular income together with capital appreciation.
