Fund has been able to generate better returns compared to other funds in the same category
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
Monthly Investment Amt. (₹)
Investment period (years)
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
₹ 1,46,153.24 Cr.