UTI Aggressive Hybrid Fund Regular Plan Growth

• Alpha -3.82%
• Beta 1.21
• Sharpe Ratio1.02
• Std Deviation 9.68%
• Tracking Error 5.34%

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.

The UTI Aggressive Hybrid Fund Regular Plan Growth has an AUM of 6107.34 crores & has delivered CAGR of 18.10% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.88%. The minimum investment in UTI Aggressive Hybrid Fund Regular Plan Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, 7.18% Govt Stock 2037, ICICI Bank & 7.23% Govt Stock 2039.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Equity Hybrid Regular Growth, HSBC Aggressive Hybrid Fund Growth, Sundaram Aggressive Hybrid Fund Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth. UTI Aggressive Hybrid Fund Regular Plan Growth has a sharpe ratio of 1.02 & a standard deviation of 9.68%.