JAMA
Jama - UTI - Hybrid Equity Fund


UTI - Hybrid Equity Fund


NAV : 171.341
(-1.1638arrow_downward)
AUM : ₹3,730 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.01%11.76%-5.51%-0.14%-2.78%-0.04%4.79%



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
NAV171.341
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
Exit Load : Exit load 2% of NAV


Direct Advantage

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

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 : -0.04% 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:
Mr. V Srivatsa, Sunil Madhukar Patil