|Period||Returns (%)||Rank #|
# Moneycontrol Rank within 37 Equity Oriented Hybrid Speciality Funds Schemes.
|Year||Qtr 1||Qtr 2||Qtr 3||Qtr 4||Annual|
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
|1 mth (%)||3 mth (%)||6 mth (%)||1 yr (%)||2 yr (%)||3 yr (%)||5yr (%)|
|Difference of Fund returns and Category returns||-1.0||-2.5||-0.8||5.7||--||--||--|
|Best of category||6.7||13.3||44.7||75.1||29.2||22.7||21.0|
|Worst of category||0.8||3.4||11.5||18.5||10.1||9.7||4.8|
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of \'Price to Earnings\' Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
|Launch date||Jan 01, 2013|
|Benchmark||CRISIL Balance Fund|
|Asset Size (Rs cr)||0.40 (Jun-30-2014)|
|Fund Manager||Anupam Tiwari
View performance of schemes managed by the Fund Manager
|Load Comments||Exit Load 1% if units are redeemed on or before 2 years from the date of allotment.|
|Equity Oriented Hybrid Speciality Funds||Crisil Rank||Assets (Rs.cr)
|3mth (%)||6mth (%)||1yr (%)||3yr (%)||5yr (%)|
|UTI Unit Linked Ins Plan - Direct||Not Ranked
|UTI Unit Linked Insurance Plan||Not Ranked
|UTI Retirement Benefit Pension||Not Ranked
|UTI Retirement Benefit - Direct||Not Ranked
|HDFC Childrens Gift (Inv)||Not Ranked
|* Returns over 1 year are Annualised||More »|
|No Holdings Data Available|
|No Sector Data Available|
|Cash / Call||12.35|
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