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: 6422.41 As on (31-07-2025)

Expense Ratio: 1.87% As on (31-07-2025)

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 14-08-2025

398.1611

0.5525

CAGR Since Inception

12.87%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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 2.53 15.89 19.6 11.7 12.87
Benchmark - - - - -
Hybrid: Aggressive 2.94 14.15 17.55 11.3 12.97

Funds Manager

Mr. V Srivatsa FM 1,Mr. Sunil Patil FM 2,Not Applicable 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 2.53 16.2 15.89 19.6 11.7
SBI Equity Hybrid Reg Gr 01-12-1995 9.8 16.24 13.35 16.21 11.82
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 7.84 16.74 14.64 18.16 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 6.44 12.59 12.38 14.15 8.07
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 6.25 17.02 15.29 17.28 11.95
ICICI Pru Equity & Debt Gr 05-11-1999 5.91 19.83 18.97 24.64 15.18
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 4.82 19.05 15.98 16.31 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 4.43 17.95 16.97 19.75 12.06
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 4.43 17.91 16.88 19.69 12.01
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 4.14 16.9 15.08 19.72 12.63

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 1.15 9.74 0.13 7.09 10.46
Hybrid: Aggressive - - - - - -