UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl

UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sunil Patil, V Srivatsa. This fund gives you the benefit of diversification.

1. UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl has ₹6302 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.2.
   

UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 13.08% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.05%, 16.90% and 20.21% respectively.

UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Government, Financial Services, Corporate, Tech, Consumer Cyclical, Industrial, Consumer Defensive, Basic Materials, Health, Energy, Cash Equivalent, Communication, Real Estate, Utilities.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI Aggressive Hybrid Fund-Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.