Fund Listing > Fund Detail
UTI Aggressive Hybrid Fund - Regular Plan - Growth
Hybrid: Aggressive
NAV
₹ 382.0949 ₹ 5.71 (1.5 %)
as on 01-04-2026
Asset Size (AUM)
₹ 6.661 B
Scheme Age
31 Years , 0 Months
Since Mar 20, 1995
Invest in this Scheme
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.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Mar 20, 1995
12.44%
3 M
6 M
1 Y
3 Y
10 Y
MAX
Sharp Ratio
1.19 %
Expense Ratio
1.87%
Volatility
9.01 %
Fund House
UTI Mutual Fund
Fund Manager
Mr. V Srivatsa FM 1,Mr. Jaydeep Bhowal FM 2,Not Applicable FM 3
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Riskometer
Risk5
Entry Load
Not applicable
Exit Load
(A) Redemption / Switch out within 12 months from the date of allotment – (i) upto 10% of the allotted Units – NIL (ii) beyond 10% of the allotted Units - 1.00 % (B) Redemption / Switch out after 12 months from the date of allotment – NIL Any redemption / switch out of units would be done on First in First Out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance
Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 1.08 5.14 14.04 12.92 12.04
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.53 4.61 12.99 9.92 10.45
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 5.14 4.52 17.62 15.92 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.71 7.05 13.89 11.71 0.0
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.59 5.58 12.56 11.35 12.4
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 3.56 5.11 12.09 10.19 12.16
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 3.14 -0.39 11.2 13.51 14.76
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 2.13 3.66 12.44 11.5 9.56
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 1.78 3.99 11.48 9.72 12.02
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 1.73 5.51 16.23 17.18 15.4
Add Another Fund
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings