UTI Aggressive Hybrid Fund Regular Plan Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹6,524.13 Cr
Expense Ratio
1.85%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
2 Jan 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.55% | -- |
| 3 Months | -2.13% | -- |
| 6 Months | -6% | -- |
| 1 Year | -3.79% | -3.79% |
| 2 Years | -- | +2.89% |
| 3 Years | +40.85% | +12.1% |
| 5 Years | +72.37% | +11.5% |
| Since Launch | +6941.35% | +14.49% |
Holdings as on 13 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 317.37 | 4.86 |
| ICICI Bank | 280.31 | 4.30 |
| Infosys | 202.06 | 3.10 |
| Larsen & Toubro Ltd | 186.18 | 2.85 |
| Bharti Airtel | 175.83 | 2.69 |
| Reliance Industries | 174.83 | 2.68 |
| Net Current Assets | 169.71 | 2.60 |
| ITC | 166.04 | 2.54 |
| Power Grid Corporation of India | 145.35 | 2.23 |
| Wipro | 130.28 | 2.00 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.59
Sharpe Ratio
11.04%
Std. Deviation
5.34%
Tracking Error
-3.82%
Alpha
1.21
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Aggressive Hybrid Fund Regular Plan Growth | -3.79% | +12.1% | +11.5% |
| HSBC Aggressive Hybrid Fund Growth | +1.18% | +12.47% | +10.12% |
| Nippon India Aggressive Hybrid Fund - Growth | -2.44% | +11.33% | +10.61% |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Growth | -4.37% | +9.97% | +8.31% |
| Sundaram Aggressive Hybrid Fund Growth | -5.42% | +9.25% | +8.7% |
Results are calculated on CAGR basis
About Fund
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 6524.13 crores & has delivered CAGR of 11.50 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.85%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Infosys, Larsen & Toubro Ltd.
The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming, Electric Utilities.
Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, HSBC Aggressive Hybrid Fund Growth, Nippon India Aggressive Hybrid Fund - Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth, Sundaram Aggressive Hybrid Fund Growth. UTI Aggressive Hybrid Fund Regular Plan Growth has a sharpe ratio of 0.59 & a standard deviation of 11.04%.
FAQs
According to the morning star rating UTI Aggressive Hybrid Fund Regular Plan Growth has a Medium risk & High return.
UTI Aggressive Hybrid Fund Regular Plan Growth is managed by V Srivatsa,Jaydeep Bhowal.
The expense ratio of UTI Aggressive Hybrid Fund Regular Plan Growth is 1.85%.
The 5 year annualized return on UTI Aggressive Hybrid Fund Regular Plan Growth is 11.50% & it has generated -3.79% in the last 1 year.
The minimum investment in UTI Aggressive Hybrid Fund Regular Plan Growth is 1000 Rs.
UTI Aggressive Hybrid Fund Regular Plan Growth has an AUM of 6524.13 crores.
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