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UTI Aggressive Hybrid Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 31.27 | 2.04 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.30 | 1.67 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Aggressive Hybrid Fund | 28.14% | 15.00% | 13.91% |
| SBI Equity Hybrid Fund | 20.29% | 9.88% | 14.93% |
| ICICI Pru Equity & Debt Fund | 28.27% | 18.03% | 17.99% |
| HDFC Hybrid Equity Fund | 20.00% | 11.89% | 12.89% |
Price Comparison
Compare UTI Aggressive Hybrid Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.53 %
Holdings
6.65 %
0.53 % - ICICI Bank Ltd3M change : 0.27 %
Holdings
5.15 %
0.27 % - Infosys Ltd3M change : -0.04 %
Holdings
3.66 %
-0.04 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,21,738.82 Cr.
Fund Manager Profile
V. Srivatsa
AUM: ₹10,791.38 Cr.
|
Exp: 5yrs
Sunil Patil
AUM: ₹8,403.23 Cr.
|
Exp: 16yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
UTI MF Market Insight -Equity | February 2023
1 year ago•UTI Mutual Fund
UTI Market Insight (EQUITY) July 2022 | English
2 years ago•UTI Mutual Fund
UTI Market Insight (EQUITY) July 2022 | English
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - June 2022 - UTI Banking & Financial Services Fund
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - June 2022 - UTI Hybrid Equity Fund
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - UTI Hybrid Equity Fund - January 2021
3 years ago•UTI Mutual Fund
UTI Hybrid Equity Fund - UTI Connect | Portfolio Snapshot - July 2020
4 years ago•UTI Mutual Fund
UTI Hybrid Equity Fund - UTI Connect | Monthly Portfolio Snapshot - February 2020
4 years ago•UTI Mutual Fund
UTI Connect - Monthly Portfolio Snapshot - December 2019 - UTI Hybrid Equity Fund (Hindi)
4 years ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%