UTI Aggressive Hybrid Fund - Regular Plan - Growth

Fund House: UTI Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 20-03-1995

Minimum Investment: 1000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 6757.91 As on (31-12-2025)

Expense Ratio: 1.86% As on (31-12-2025)

Turn over: 81.00% | Exit Load: For subscriptions received w.e.f. OCT 3rd , 2016, applicable Exit load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units.

NAV as on 06-02-2026

415.797

0.5502

CAGR Since Inception

12.81%

CRISIL Hybrid 35+65 Aggressive Index 12.25%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 7.52 16.46 15.12 13.31 12.81
Benchmark - - - - -
Hybrid: Aggressive 7.0 14.56 12.82 12.51 12.66

Funds Manager

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

RETURNS CALCULATORS for UTI Aggressive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of UTI Aggressive Hybrid Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of UTI Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 7.52 10.87 16.46 15.12 13.31
ICICI Pru Equity & Debt Gr 05-11-1999 12.51 12.1 19.36 19.81 16.7
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.61 12.46 16.25 13.88 0.0
SBI Equity Hybrid Reg Gr 01-12-1995 10.99 11.76 14.94 12.11 12.69
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 10.48 10.43 14.28 11.93 13.36
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 9.93 4.4 13.32 16.58 15.78
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 9.4 10.23 15.73 11.69 11.51
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 8.64 9.3 15.22 13.99 10.7
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 8.49 11.29 15.23 13.9 13.86
ABSL Equity Hybrid95 Reg Gr 10-02-1995 8.23 9.84 14.63 11.55 11.19

Asset Allocation (%)

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 1.2 3.88 1.11 7.09 10.46
Hybrid: Aggressive - - - - - -