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: 6378.61 As on (30-09-2025)

Expense Ratio: 1.86% As on (29-09-2025)

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 29-10-2025

413.2301

1.2271

CAGR Since Inception

12.91%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

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 4.44 16.79 20.27 12.44 12.91
Benchmark - - - - -
Hybrid: Aggressive 5.76 15.21 17.72 12.07 13.09

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

Show All Holdings

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 4.44 18.02 16.79 20.27 12.44
SBI Equity Hybrid Reg Gr 01-12-1995 12.8 18.83 14.84 17.13 12.51
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 10.96 20.06 16.32 18.35 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 10.15 21.58 19.74 26.77 16.08
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 8.41 15.71 13.12 13.75 8.9
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 7.09 18.58 16.26 16.06 11.34
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 7.06 16.69 14.35 16.35 12.86
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 6.94 19.27 17.59 20.06 12.82
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 6.93 19.26 17.65 20.12 12.85
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 6.77 19.82 17.3 20.0 0.0

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 1.06 8.99 0.17 7.09 10.46
Hybrid: Aggressive - - - - - -