- Mutual Funds
- UTI Mutual Fund
- UTI Aggressive Hybrid Fund (G)
UTI Aggressive Hybrid Fund (G)
₹ 407.4095
NAV (Sep 13)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 407.4095
NAV (Sep 13)
Fund Returns
Last 1Y | 34.2% |
Last 3Y | 18.4% |
Last 5Y | 20.4% |
Last 10Y | 13% |
Since Inception | 15.4% |
6 Month CAGR | 19.2% |
Scheme Information
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 | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 6189.1 |
ISIN | INF789F01323 |
Lock-in | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 9.5 |
Beta | 0.8 |
Sharpe Ratio | 1.3 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Aggressive Hybrid Fund (G) | 12,30,776 | 4,98,164 | 20.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.1%GOI
5%ICICI Bank Ltd.
4.9%Infosys Ltd.
3.7%ITC Ltd.
3.5%Allocation by Sector
Financial
20.807022%Technology
7.832858%Energy
6.664008%Healthcare
6.127351%Consumer Staples
5.193554%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 24,644 cr | ||
₹ 12,399 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.259% | 7.257% | ||
5.897% | 6.799% | ||
6.001% | 6.856% | ||
18.431% | 15.409% | ||
23.341% | 14.298% |
UTI Aggressive Hybrid Fund (G) Review
UTI Aggressive Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 15.409% over a period of 54 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of UTI Aggressive Hybrid Fund (G) as of 9/13/2024 is ₹407.41 with the total AUM as of 9/14/2024 is ₹6189.1104. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Aggressive Hybrid Fund (G) was launched on null. The category risk of the fund is Below Average.
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
What is UTI Aggressive Hybrid Fund (G)?
How to invest in UTI Aggressive Hybrid Fund (G)?
You can invest in UTI Aggressive Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Aggressive Hybrid Fund (G)?
The minimum sip amount for UTI Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Aggressive Hybrid Fund (G) good to invest in?
As per Scripbox experts, UTI Aggressive Hybrid Fund (G) is a 4 fund. You can investUTI Aggressive Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Aggressive Hybrid Fund (G)?
The expense ratio of the UTI Aggressive Hybrid Fund (G) is 1.88% for regular plan.