UTI Mutual Fund

UTI Aggressive Hybrid Fund (G)

₹ 375.54

NAV (Apr 04)

24.799%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within aggressive hybrid mutual funds.Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

View all 4 analysis

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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
1.9 %
Launched
-
AUM in Crores
5633.4
ISIN
INF789F01323
Lock-in (days)
No Lock-in
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
10.2
Beta
0.8
Sharpe Ratio
0.8
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

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
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Allocation by Sector

Financial

21.74%
21.736671%

Technology

6.73%
6.730974%

Energy

5.84%
5.844162%

Automobile

5.13%
5.127947%

Consumer Staples

4.62%
4.618969%
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comparison

Comparison with Hybrid Funds

UTI Aggressive Hybrid Fund (G) Review

UTI Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.79%. The fund is managed by UTI Mutual Fund. The fund managers are Sunil Madhukar Patil, V Srivatsa.

Nav of UTI Aggressive Hybrid Fund (G) as of 4/4/2025 is ₹375.54 with the total AUM as of 4/7/2025 is ₹5633.37. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.

The minimum SIP amount for UTI Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

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