UTI Aggressive Hybrid Fund Direct Growth
Get the latest NAV of UTI Aggressive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹426.37
▲2.7%1D
NAV as on 12 May 2025
13.6%/per year
Since Inception
▲▼
855 people have invested ₹ 53.3L in UTI Aggressive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (12-May-25)
UTI Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 4 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
UTI Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Aggressive Hybrid Fund Asset Allocation
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 68.6%
Debt & Cash 31.4%
UTI Aggressive Hybrid Fund Sector Allocation
as on (31-Mar-25)
Sector Allocation
Equity 68.6%
Debt & Cash 31.4%
Top 3 Sectors in March were Government, Financial Services & Corporate
Government
69%
Financial Services
33%
Corporate
22%
Government
69%
Financial Services
34%
Corporate
20%
UTI Aggressive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
UTI Aggressive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.21% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹6122 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 55.02% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About UTI Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Growth 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.
Key Parameters
- UTI Aggressive Hybrid Fund Direct Growth has ₹6122 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.2.
Returns
UTI Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.60% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.85%, 20.23% and 24.57% respectively.
Holdings
UTI Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Consumer Cyclical, Tech, Cash Equivalent, Energy, Basic Materials, Communication, Consumer Defensive, Industrial, Health, Utilities, Real Estate.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of UTI Aggressive Hybrid Fund Direct 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Aggressive Hybrid Fund Direct Growth has no lock in period.
Fund Manager
Sunil Patil
Fund Manager of UTI Aggressive Hybrid Fund Direct Growth, since 5 February 2018
V Srivatsa
Fund Manager of UTI Aggressive Hybrid Fund Direct Growth, since 24 September 2009
- AUM of the fund stands at 5.9K Cr as of Mar'25
- AUM increased by 276.8 Cr between Mar'25 and Feb'25
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Frequently Asked Questions for UTI Aggressive Hybrid Fund Direct Growth
What is the current NAV of UTI Aggressive Hybrid Fund Direct Growth?
What are the average returns of UTI Aggressive Hybrid Fund Direct Growth?
UTI Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.08% | 6.08% |
6 Month Returns | 1.75% | 1.75% |
1 Year Returns | 14.85% | 14.85% |
3 Years Returns | 73.79% | 20.23% |
How do I invest in UTI Aggressive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of UTI Aggressive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of UTI Aggressive Hybrid Fund Direct Growth?
What are the top 5 holdings of UTI Aggressive Hybrid Fund Direct Growth?
What are the top 3 sectors that this UTI Aggressive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of UTI Aggressive Hybrid Fund Direct Growth?
AAA | 98.91 |
AA | 1.09 |