What is the NAV of UTI Aggressive Hybrid Fund?
The Current NAV of UTI Aggressive Hybrid Fund is ₹430.33, as of 13th June 2025What are the returns of UTI Aggressive Hybrid Fund?
The UTI Aggressive Hybrid Fund has been there since 1st January 2013- 1 Year Returns: 8.61
- 3 Year Returns: 20.63
- 5 Year Returns: 23.04
What are the top 5 sectors holdings of UTI Aggressive Hybrid Fund?
The top sectors UTI Aggressive Hybrid Fund has invested in are as for 1st 01 2013 are as follows -- Private Banks | 18.55%
- Others | 12.41%
- G-Sec | 9.45%
- IT Services & Consulting | 6.24%
- Oil & Gas - Refining & Marketing | 5.32%
What are the top 5 holdings UTI Aggressive Hybrid Fund?
The top 5 holdings for UTI Aggressive Hybrid Fund are- HDFC Bank Ltd | 7.14%
- 07.18% GSEC MAT -24/07/2037 | 6.68%
- ICICI Bank Ltd | 5.25%
- Reliance Industries Ltd | 3.64%
- ITC Ltd | 3.23%
What is the asset allocation of UTI Aggressive Hybrid Fund?
The UTI Aggressive Hybrid Fund is a plan that invests- Equity | 68.78%
- Government Securities | 17.40%
- Corporate Debt | 9.80%
- Cash & Equivalents | 2.05%
- Rights | 1.85%
How to invest in UTI Aggressive Hybrid Fund?
If you wish to invest in UTI Aggressive Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the UTI Aggressive Hybrid Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in UTI Aggressive Hybrid Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of UTI Aggressive Hybrid Fund?
The AUM of UTI Aggressive Hybrid Fund is 6254.02 Cr as of 13th June 2025What is the expense ratio of UTI Aggressive Hybrid Fund Plan?
The expense ratio of UTI Aggressive Hybrid Fund Plan is 1.23How to exit UTI Aggressive Hybrid Fund?
If you have invested in UTI Aggressive Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of UTI Aggressive Hybrid Fund?
The alpha ratio for the UTI Aggressive Hybrid Fund is 0.81
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of UTI Aggressive Hybrid Fund?
The volatility or standard deviation for the UTI Aggressive Hybrid Fund is 10.31
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Aggressive Hybrid Fund?
The sharpe ratio for the UTI Aggressive Hybrid Fund is 0.44
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Aggressive Hybrid Fund?
The Sortino ratio for the UTI Aggressive Hybrid Fund is 0.04
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of UTI Aggressive Hybrid Fund?
The PE ratio (price-to-earnings) of the UTI Aggressive Hybrid Fund is 25.77 while category PE ratio is 39.761. Test MF FAQ for Mutual Fund UTI Aggressive Hybrid Fund Shares?
The Current NAV of UTI Aggressive Hybrid Fund is ₹430.33, as of 13th June 20255. Test MF FAQ Is there any lock-in period for UTI Aggressive Hybrid Fund Plan?
There is a lock in period of N/A for UTI Aggressive Hybrid Fund
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UTI Aggressive Hybrid Fund Direct Growth
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UTI Aggressive Hybrid Fund Performance & Key Metrics
UTI Aggressive Hybrid Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 25.77 | 0.44 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 39.76 | 0.18 |
UTI Aggressive Hybrid Fund Scheme InfoUTI Aggressive Hybrid Fund 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
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.
UTI Aggressive Hybrid Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
UTI Aggressive Hybrid Fund Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Aggressive Hybrid Fund | 8.61% | 20.63% | 13.57% |
| SBI Equity Hybrid Fund | 12.13% | 17.55% | 15.16% |
| ICICI Pru Equity & Debt Fund | 9.67% | 22.26% | 17.71% |
| HDFC Hybrid Equity Fund | 7.38% | 17.39% | 12.75% |
UTI Aggressive Hybrid Fund Returns 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 timeUTI Aggressive Hybrid Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
UTI Aggressive Hybrid Fund Asset Allocation
UTI Aggressive Hybrid Fund Asset Allocation
Actual
Target
Sep 2023
Dec 2023
Mar 2024
May 2024
Sep 2023
Dec 2023
Mar 2024
May 2024
UTI Aggressive Hybrid Fund Sector Distribution
UTI Aggressive Hybrid Fund Sector Distribution
Sep 2023
Dec 2023
Mar 2024
May 2024
UTI Aggressive Hybrid Fund Sector Weightage
UTI Aggressive Hybrid Fund Sector Weightage
UTI Aggressive Hybrid Fund Current Holdings
UTI Aggressive Hybrid Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
7.14 %
0.46 %Holdings
5.25 %
-0.50 %Holdings
3.64 %
-0.65 %
AMC Profile of UTI Aggressive Hybrid Fund
AMC Profile of UTI Aggressive Hybrid Fund
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.
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
67
Total AUM
₹ 2,38,445.26 Cr.
UTI Aggressive Hybrid Fund Manager Details
UTI Aggressive Hybrid Fund Manager Details
UTI Aggressive Hybrid Fund Manager Profile
UTI Aggressive Hybrid Fund Manager Profile
V. Srivatsa
AUM: ₹16,152.81 Cr.
|
Exp: 5yrs
Sunil Patil
AUM: ₹23,854.10 Cr.
|
Exp: 16yrs
UTI Aggressive Hybrid Fund Manager Performance (0)
UTI Aggressive Hybrid Fund Manager Performance (0)
UTI Aggressive Hybrid Fund Tax Implications
UTI Aggressive Hybrid Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Aggressive Hybrid Fund Review & Opinions
UTI Aggressive Hybrid Fund Review & Opinions
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UTI Connect | Portfolio Snapshot - June 2022 - UTI Hybrid Equity Fund
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%