UTI-Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
1.32 %
Expense Ratio
★★★★
Rating
5,306
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 10 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 29.3% 18.1% 17% 13.5%
Category Average 19.1% 15.1% 15.6% -

Scheme Allocation

By Holding
By Sector
By Asset
7.12%
6.15%
ITC
3.15%
3.04%
Others
76.63%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.12%
ICICI Bank Banks Equity 6.15%
Reliance Industr Refineries Equity 3.91%
ITC Tobacco Products Equity 3.15%
Infosys IT - Software Equity 3.04%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.65%
M & M Automobile Equity 2.44%
Axis Bank Banks Equity 2.17%
IndusInd Bank Banks Equity 1.82%
GAIL (India) Gas Distribution Equity 1.73%
Interglobe Aviat Air Transport Service Equity 1.7%
Bharti Airtel Telecomm-Service Equity 1.56%
Tata Motors-DVR Automobile Equity 1.48%
HCL Technologies IT - Software Equity 1.42%
Aditya Birla Cap Finance Equity 1.2%
Hindalco Inds. Non Ferrous Metals Equity 1.19%
Bajaj Auto Automobile Equity 1.11%
Phoenix Mills Realty Equity 1.09%
Aurobindo Pharma Pharmaceuticals Equity 0.98%
GE Shipping Co Shipping Equity 0.98%
Raymond Textiles Equity 0.93%
Nippon Life Ind. Finance Equity 0.92%
Oracle Fin.Serv. IT - Software Equity 0.88%
Oil India Crude Oil & Natural Gas Equity 0.85%
Apollo Tyres Tyres Equity 0.84%
G R Infraproject Infrastructure Developers & Operators Equity 0.8%
Power Grid Corpn Power Generation & Distribution Equity 0.78%
Shriram Finance Finance Equity 0.77%
Vedanta Mining & Mineral products Equity 0.76%
Marksans Pharma Pharmaceuticals Equity 0.75%
Emami FMCG Equity 0.75%
Ajanta Pharma Pharmaceuticals Equity 0.73%
Indus Towers Telecomm Equipment & Infra Services Equity 0.71%
Max Financial Finance Equity 0.71%
Federal Bank Banks Equity 0.7%
Coromandel Inter Fertilizers Equity 0.69%
Cipla Pharmaceuticals Equity 0.67%
Gland Pharma Pharmaceuticals Equity 0.65%
Dalmia BharatLtd Cement Equity 0.65%
GHCL Chemicals Equity 0.65%
Zydus Lifesci. Pharmaceuticals Equity 0.62%
Crompton Gr. Con Consumer Durables Equity 0.58%
Indian Bank Banks Equity 0.58%
Mahindra Holiday Hotels & Restaurants Equity 0.56%
Glenmark Pharma. Pharmaceuticals Equity 0.56%
Fortis Health. Healthcare Equity 0.55%
Sundaram Finance Finance Equity 0.53%
Indo Count Inds. Textiles Equity 0.53%
Jindal Stain. Steel Equity 0.51%
Caplin Point Lab Pharmaceuticals Equity 0.5%
S P Apparels Textiles Equity 0.5%
Bharti Airtel PP Telecomm-Service Equity 0.49%
Star Health Insu Insurance Equity 0.49%
Indraprastha Gas Gas Distribution Equity 0.48%
NIIT Learning IT - Software Equity 0.47%
Escorts Kubota Automobile Equity 0.42%
JK Paper Paper Equity 0.36%
Bharti Hexacom Telecomm-Service Equity 0.2%
Life Insurance Insurance Equity 0.01%
Debt
26.27%
Banks
18.98%
IT-Software
7.08%
Automobiles
6.76%
Pharmaceuticals & Biotech
5.52%
Others
35.39%
View all Sectors
Sectors Asset
Debt 26.27%
Banks 18.98%
IT-Software 7.08%
Automobiles 6.76%
Pharmaceuticals & Biotech 5.52%
Petroleum Products 4.29%
Construction 3.88%
Cash & Others 3.39%
Diversified FMCG 2.52%
Finance 2.26%
Transport Services 2.22%
Telecom-Services 2.18%
Textiles & Apparels 1.98%
Gas 1.98%
Insurance 1.09%
Realty 1%
Non-Ferrous Metals 0.97%
Auto Components 0.85%
Capital Markets 0.81%
Oil 0.78%
Cement & Cement Products 0.69%
Healthcare Services 0.63%
Minerals & Mining 0.59%
Personal Products 0.55%
Chemicals & Petrochemical 0.53%
Leisure Services 0.5%
Ferrous Metals 0.48%
Fertilisers & Agrochemica 0.47%
Consumer Durables 0.39%
Other Consumer Services 0.21%
Agricultural, Commercial 0.08%
Others 0.06%
Equity
71.02%
Govt Securities / Sovereign
16.42%
Non Convertable Debenture
10.28%
Net Curr Ass/Net Receivables
2.1%
T-Bills
0.12%
Others
0.06%

Advance Ratio

6.6
Alpha
2.72
SD
0.66
Beta
1.21
Sharpe

Exit Load

Exit Load Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL

Fund Objective

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.

Fund Managers

V Srivatsa

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,90,993 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

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Frequently Asked Questions

How to invest in UTI-Aggressive Hybrid Fund – Direct Growth ?

You can invest in UTI-Aggressive Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Aggressive Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-Aggressive Hybrid Fund – Direct Growth ?

The NAV of UTI-Aggressive Hybrid Fund – Direct Growth is ₹371.2 as of 10 May 2024.

How to redeem UTI-Aggressive Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-Aggressive Hybrid Fund – Direct Growth?

The minimum SIP amount of UTI-Aggressive Hybrid Fund – Direct Growth is ₹500

What are the top sectors UTI-Aggressive Hybrid Fund – Direct Growth has invested in?

The top sectors UTI-Aggressive Hybrid Fund – Direct Growth has invested in are
  1. Debt - 26.27%
  2. Banks - 18.98%
  3. IT-Software - 7.08%
  4. Automobiles - 6.76%
  5. Pharmaceuticals & Biotech - 5.52%

Can I make investments in both the SIP and Lump Sum schemes of UTI-Aggressive Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-Aggressive Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-Aggressive Hybrid Fund – Direct Growth generated ?

The UTI-Aggressive Hybrid Fund – Direct Growth has delivered 13.5% since inception

What is the expense ratio of UTI-Aggressive Hybrid Fund – Direct Growth ?

The expense ratio of UTI-Aggressive Hybrid Fund – Direct Growth is 1.32 % as of 10 May 2024.

What is the AUM of UTI-Aggressive Hybrid Fund – Direct Growth?

The AUM of UTI-Aggressive Hybrid Fund – Direct Growth is ₹2,90,993 Cr as of 10 May 2024

What are the top stock holdings of UTI-Aggressive Hybrid Fund – Direct Growth?

The top stock holdings of UTI-Aggressive Hybrid Fund – Direct Growth are
  1. HDFC Bank - 7.12%
  2. ICICI Bank - 6.15%
  3. Reliance Industr - 3.91%
  4. ITC - 3.15%
  5. Infosys - 3.04%

How can I redeem my investments in UTI-Aggressive Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now