menu
Jama - UTI Hybrid Equity Fund


UTI Hybrid Equity Fund

Invest Now
Start SIP

Hybrid-Aggressive Hybrid
NAV : 269.0097
(-1.5688000000000102
arrow_downward
)
AUM : ₹43 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.72%-0.8%0.91%4.87%11.79%29.82%10.05%



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
NAV269.0097
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio135.0%
Exit Load : Exit load 2% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,453₹1,00,296₹157
After 1 year₹1,04,871₹1,04,223₹649
After 3 years₹2,18,805₹2,14,418₹4,387
After 20 years₹1,84,94,938₹1,61,58,711₹23,36,227

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 : 29.82% 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