UTI Aggressive Hybrid Fund - Regular Plan - Growth
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Fund Manager: Mr. Jaydeep Bhowal, Mr. V Srivatsa, Mr. Jaydeep Bhowal |
Hybrid: Aggressive |
CRISIL Hybrid 35+65 - Aggressive Index
NAV as on 08-05-2026
AUM as on
Rtn ( Since Inception )
12.6%
Inception Date
Mar 20, 1995
Expense Ratio
1.85%
Fund Status
Open Ended Schemes
Min. Investment
1,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
very high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | -2.9 | -1.43 | 3.76 | 14.32 | 13.65 | 12.47 |
| AK Hybrid Aggressive TRI | -3.63 | -3.16 | 1.27 | 9.65 | 9.37 | 11.16 |
| Hybrid: Aggressive | -0.79 | -1.24 | 5.34 | 13.3 | 12.0 | 11.98 |
| Rank within Category | 25 | 16 | 18 | 11 | 7 | 10 |
| Number of Funds within Category | 30 | 30 | 30 | 30 | 30 | 21 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 6,115.27 | 1.85 | 3.76 | 14.32 | 13.65 | 12.47 |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH | 1,281.95 | 2.87 | 17.27 | 20.41 | 17.45 | 0.0 |
| quant Aggressive Hybrid Fund - Growth Option - Regular Plan | 1,840.67 | 2.1 | 13.86 | 14.44 | 14.12 | 15.86 |
| HSBC Aggressive Hybrid Fund - Regular Growth | 5,006.77 | 1.87 | 12.31 | 14.85 | 11.64 | 11.45 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 1,693.02 | 2.26 | 11.65 | 15.45 | 13.21 | 0.0 |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 7,811.59 | 1.74 | 10.73 | 14.85 | 13.38 | 13.31 |
| Navi Aggressive Hybrid Fund - Regular Plan - Growth | 100.96 | 2.48 | 9.76 | 12.43 | 11.31 | 0.0 |
| Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | 8,681.98 | 1.78 | 7.96 | 12.95 | 11.5 | 12.81 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 76,291.8 | 1.31 | 7.39 | 14.0 | 11.99 | 12.51 |
| ICICI Prudential Equity & Debt Fund - Growth | 46,700.42 | 1.49 | 6.74 | 17.46 | 17.84 | 16.05 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 8.84 | 25.69 | -5.6 | 2.48 | 13.2 | 30.47 | 5.64 | 25.45 | 19.69 | -3.75 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
|---|