UTI Mutual Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

₹ 409.9

NAV (Jan 21)

18.119%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Invest in this fund

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
1.26 %
Launched
-
AUM in Crores
6099
ISIN
-
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
9.4
Beta
0.8
Sharpe Ratio
1.3
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2024-02-16

Top Stock Holdings

HDFC Bank Ltd.

6.12%
6.118%

GOI

5.03%
5.03%

ICICI Bank Ltd.

4.88%
4.875%

Infosys Ltd.

3.7%
3.698%

ITC Ltd.

3.47%
3.465%
See all holdings
right-arrow

Allocation by Sector

Financial

21.43%
21.430436%

Technology

7.7%
7.703592%

Energy

6.21%
6.210799%

Healthcare

5.23%
5.234544%

Consumer Staples

4.85%
4.847058%
See all sectors
right-arrow

Frequently Asked Questions

Loading...