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UTI Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive Launch Date: 20-03-1995
AUM:

₹ 5,511.93 Cr

Expense Ratio

1.9%

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

ISIN

INF789F01323

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

V Srivatsa, Sunil Madhukar Patil

Fund Performance 1Y (%) 3Y (%) 5Y (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 33.44 18.07 17.36
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
372.2829
Last change
1.3 (0.35%)
Fund Size (AUM)
₹ 5,511.93 Cr
Performance
13.15% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
V Srivatsa, Sunil Madhukar Patil
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 7.14
7.18% GOI 24/07/2037 6.68
ICICI Bank Ltd. 5.25
Reliance Industries Ltd. 3.64
ITC Ltd. 3.23
Infosys Ltd. 3.0
7.41% GOI 19/12/2036 2.33
7.1% GOI 08/04/2034 2.29
Mahindra & Mahindra Ltd. 2.23
Larsen & Toubro Ltd. 2.12

Sector Allocation

Sector Holdings (%)
Financial 31.85
Sovereign 16.5
Energy 8.39
Automobile 5.86
Technology 5.79
Healthcare 5.24
Consumer Staples 4.83
Construction 4.06
Services 3.35
Others 2.96

Peer Comparison

Scheme Name 5Y (%)
UTI Aggressive Hybrid Fund Reg Gr 17.36
JM Aggressive Hybrid Gr 24.04
Bank of India Mid & Small Cap Equity & Debt Reg Gr 24.55
Quant Absolute Fund Gr 25.46
ICICI Pru Equity & Debt Gr 21.16
Invesco India Aggressive Hybrid Reg Gr 14.94
HSBC Aggressive Hybrid Fund Reg Gr 14.95
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 0.0
Edelweiss Aggr Hybrid Plan B Gr 17.82
Edelweiss Aggr Hybrid Reg Gr 17.75