₹ 5,511.93 Cr
1.9%
CRISIL Hybrid 35+65 Aggressive Index
INF789F01307
5000.0
1000.0
500
V Srivatsa, Sunil Madhukar Patil
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
UTI Aggressive Hybrid Fund - Regular Plan - IDCW | 33.27 | 17.91 | 17.07 |
Benchmark | - | - | - |
Equity
Debt
Others
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.
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 | 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 |
Scheme Name | 5Y (%) |
---|---|
UTI Aggressive Hybrid Fund Reg IDCW | 17.07 |
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 |