UTI Aggressive Hybrid Fund - Regular Plan - Growth
(Erstwhile UTI - Balanced Fund-Growth )
Category: Hybrid: Aggressive
Launch Date: 20-03-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.88% As on ( 30-04-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 6,254 Cr As on ( 30-05-2025)
Turn over: 33
NAV as on 16-06-2025
403.0168
2.67 ( 0.6625% )
CAGR Since Inception
12.98%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of UTI Aggressive Hybrid Fund - Regular Plan - Growth
Fund Managers

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

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.

Returns Calculator for UTI Aggressive Hybrid Fund - Regular Plan - Growth
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.

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 3.88 1.05 7.09 10.46
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 8.26 19.94 20.8 22.53 12.61
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 12.6 18.19 18.81 20.62 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 11.89 19.45 20.66 19.38 13.09
SBI Equity Hybrid Reg Gr 01-12-1995 11.7 18.07 17.49 18.5 12.49
ICICI Pru Equity & Debt Gr 05-11-1999 9.5 22.9 22.75 26.49 15.89
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 8.76 20.5 21.12 22.14 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 8.58 20.26 21.38 21.91 13.01
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 8.58 20.2 21.28 21.84 12.97
Axis Aggressive Hybrid Reg Gr 05-08-2018 7.96 13.76 14.39 15.61 0.0
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 7.72 21.22 20.79 18.43 0.0

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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