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Jama - UTI - Hybrid Equity Fund


UTI Hybrid Equity Fund

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Hybrid-Aggressive Hybrid Fund
NAV : 247.6652
(-0.7025999999999897
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)
AUM : ₹3,730 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.43%-5.87%-5.25%4.15%25.34%12.23%8.98%



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
NAV247.6652
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio146.0%
Exit Load : Exit load 2% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,04,153₹1,03,520₹633
After 3 years₹1,41,368₹1,38,421₹2,948
After 20 years₹10,05,425₹8,73,664₹1,31,761

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 12.23% 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