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UTI Mutual Fund · Hybrid: Aggressive
UTI Aggressive Hybrid Fund - Regular Plan - Growth
The primary objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 1.85%Inception · 20-03-1995
NAV
₹395.98
+0.64% · as of 14-05-2026
Since inception
12.52%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹65 Cr
AUM
Expense ratio
1.85%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.52% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.38%
INFOSYS LIMITED EQ FV RS 53.50%
RELIANCE INDUSTRIES LIMITED EQ2.69%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.66%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.45%
ITC LIMITED EQ NEW FV RE.1/-2.43%
VEDANTA LIMITED EQ NEW RS.1/-2.26%
POWER GRID CORPORATION OF INDIA LIMITED EQ2.21%
WIPRO LIMITED EQ F.V. RS. 21.99%
Sector allocation
Financial Services19.06%
Information Technology7.52%
Oil, Gas & Consumable Fuels5.00%
Healthcare4.73%
Telecommunication3.90%
Fast Moving Consumer Goods3.74%
Automobile and Auto Components3.67%
Construction3.39%
Power2.95%
Consumer Services2.61%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.5% p.a.₹10,000
10 years
Projected value
₹23,96,683
Invested: ₹12,00,000
Gained: ₹11,96,683
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Jaydeep Bhowal, Mr. V Srivatsa, Mr. Jaydeep Bhowal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100684
ISIN (Growth)
INF789F01323
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
quant Aggressive Hybrid Fund Gr Reg Plan
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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