Jama - UTI Aggressive Hybrid Fund


UTI Aggressive Hybrid Fund


NAV : 332.2774
(+0.8813000000000102
arrow_upward
)
AUM : ₹43 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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
NAV332.2774
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio132.0%
Exit Load : Exit load 2% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
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



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

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.
Fund Manager:
V. Srivatsa