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  • UTI Aggressive Hybrid Fund - Regular Plan - Growth
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UTI Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive

Launch Date: 20-03-1995

Riskometer: Very High

NAV as on 04-06-2025

₹ 399.60

₹ 0.97 ( 0.2432%)

CAGR Since Inception

12.97%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. V Srivatsa FM 1,Mr. Sunil Patil FM 2,Not Applicable FM 3,Not Applicable FM 4

Investment Objective

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

1.88% As on (30-04-2025)

Minimum Investment | Top up

1000.0 | 1000.0

Total Assets

6,122.28 Cr As on (30-04-2025)

PERFORMANCE of UTI Aggressive Hybrid Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 04-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 14.31 18.54 22.24 12.44 12.97
Benchmark - - - - -
Hybrid: Aggressive 12.74 16.3 19.71 11.81 13.15
Nav Movement
RETURNS CALCULATOR for UTI Aggressive Hybrid Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of UTI Aggressive Hybrid Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Aggressive Hybrid Fund - Regular Plan - Growth 9.01 1.01 4.08 1.05 7.09 10.46
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
UTI Aggressive Hybrid Fund Reg Gr 22.24
Bandhan Aggr Hyb Fund Reg Gr 20.29
DSP Aggressive Hybrid Fund Reg Gr 19.21
SBI Equity Hybrid Reg Gr 18.16
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 21.73
Edelweiss Aggr Hybrid Plan B Gr 21.49
Edelweiss Aggr Hybrid Reg Gr 21.43
Invesco India Aggressive Hybrid Reg Gr 18.16
ICICI Pru Equity & Debt Gr 25.97
Bank of India Mid & Small Cap Equity & Debt Reg Gr 27.51
Asset Allocation
Sectors
Sector Holdings (%)
N/A 31.4
Financial Services 23.12
Information Technology 6.07
Oil, Gas & Consumable Fuels 5.26
Automobile and Auto Components 4.59
Fast Moving Consumer Goods 4.27
Telecommunication 4.27
Healthcare 3.99
Services 2.69
Metals & Mining 2.64
Portfolio Holdings
Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.99
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.64
6.92% G SEC MAT- 18/11/39 4.26
7.23% GSEC MAT- 15/04/2039 4.02
ITC LIMITED EQ NEW FV RE.1/- 3.02
INFOSYS LIMITED EQ FV RS 5 2.88
NET CURRENT ASSETS 2.57
07.18% GSEC MAT -24/07/2037 2.47
RELIANCE INDUSTRIES LIMITED EQ 2.33
07.32% GSEC MAT -13/11/2030 2.07
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