UTI Aggressive Hybrid Fund - Regular Plan - Growth

Fund House: UTI Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 20-03-1995

Minimum Investment: 1000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 6595.5 As on (31-10-2025)

Expense Ratio: 1.86% As on (31-10-2025)

Turn over: 81.00% | Exit Load: For subscriptions received w.e.f. OCT 3rd , 2016, applicable Exit load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units.

NAV as on 01-12-2025

417.8205

-0.308

CAGR Since Inception

12.91%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 5.56 15.83 18.09 12.66 12.91
Benchmark - - - - -
Hybrid: Aggressive 5.39 13.79 15.49 12.11 12.98

Funds Manager

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

RETURNS CALCULATORS for UTI Aggressive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of UTI Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 5.56 15.43 15.83 18.09 12.66
ICICI Pru Equity & Debt Gr 05-11-1999 12.21 18.31 18.68 23.66 16.13
SBI Equity Hybrid Reg Gr 01-12-1995 12.01 16.05 13.63 14.66 12.44
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 9.07 17.02 15.2 16.3 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 7.35 13.91 12.93 14.3 12.9
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 7.21 15.36 16.1 17.61 13.01
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 7.21 15.36 16.04 17.56 12.98
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 6.77 16.82 15.72 18.07 0.0
ABSL Equity Hybrid95 Reg Gr 10-02-1995 6.46 14.04 13.38 13.96 10.88
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 6.33 13.94 14.39 17.09 10.24

Asset Allocation (%)

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 1.05 3.07 1.09 7.09 10.46
Hybrid: Aggressive - - - - - -