UTI Aggressive Hybrid Fund - Regular Plan - Growth

(Erstwhile UTI - Balanced Fund-Growth)
Fund House: UTI Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 20-03-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.88% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,910.13 Cr As on 31-03-2025(Source:AMFI)
Turn over: 33% | 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. , if any, will be levied on units redeemed/ switched-out , basis the rate prevailing at the time of allotment of the corresponding units. 

386.5108

12.9%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 11 Months
10 Years 4 Months
10 Years 12 Months
19 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open-ended balanced fund investing between 40% to 75% in equity/equity related securities and the balance in debt (fixed income securities) with a view to generate regular income together with capital appreciation.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.32
Sharpe Ratio 0.76
Alpha 4.53
Beta 1.05
Yield to Maturity 7.09
Average Maturity 10.46

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 11.81 21.45 15.55 22.72 11.65
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.94 22.3 14.7 19.58 12.24
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.36 18.64 11.57 17.78 11.41
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 12.63 22.36 14.72 21.99 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 12.54 22.39 14.6 18.13 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.36 19.09 12.45 20.09 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 11.45 24.71 17.59 26.39 15.04
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 11.27 15.67 8.52 15.88 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 11.02 21.34 15.6 21.38 11.87
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 11.01 21.3 15.49 21.32 11.82

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.35%

Others

30.52%

Large Cap

45.41%

Mid Cap

13.58%

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