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Jama - UTI Hybrid Equity Fund


UTI Hybrid Equity Fund

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Hybrid-Aggressive Hybrid
NAV : 320.1269
(-0.5343000000000302
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)
AUM : ₹43 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.78%4.75%15.83%21.14%10.8%23.51%13.95%



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
NAV320.1269
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₹1,07,622₹1,07,458₹164
After 1 year₹1,21,141₹1,20,386₹755
After 3 years₹1,88,404₹1,84,876₹3,529
After 20 years₹68,22,422₹60,14,474₹8,07,949

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 : 23.51% 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