UTI Aggressive Hybrid Fund Direct Growth
NAV as on 11-04-2025
₹ 401.93
▲1.3%
1D
Inception Returns
13.2%
/yr
Historical NAV & Returns
About UTI Aggressive Hybrid Fund Direct Growth
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 ₹5910 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 13.16% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.33%, 14.85% and 23.41% respectively.
Holdings
UTI Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Consumer Cyclical, Basic Materials, Tech, Cash Equivalent, Industrial, Consumer Defensive, Communication, Health, Energy, 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.
UTI Aggressive Hybrid Fund Direct Growth Overview
| Expense ratio | 1.24% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹5910 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 |
INDmoney Rank for UTI Aggressive Hybrid Fund Direct Growth
Trailing Returns
as on (11-Apr-25)
Fund Distribution
as on (31-Mar-25)
- 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
Top 3 Sectors in March were Government, Financial Services & Corporate
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 6.88% | -4.5% | |
 ICICI Bank Ltd | 5.52% | 0% | |
 Infosys Ltd | 3.12% | 0% | |
 ITC Ltd | 3.01% | 2.4% | |
 Vedanta Ltd | 2.29% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
UTI Aggressive Hybrid Fund Direct Growth | 7.33% | 14.85% | 23.41% | 13.16% |
 DSP Aggressive Hybrid Fund Direct Plan Growth | 13.89% | 14.36% | 20.46% | 14.31% |
 SBI Equity Hybrid Fund Direct Growth | 8.55% | 10.93% | 18.37% | 14.67% |
 Axis Aggresive Hybrid Fund Direct Growth | 6.9% | 8.33% | 16.74% | 11.56% |
Mutual Fund Insights
UTI Aggressive Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹5910 Cr
Expense Ratio 1.24%
More funds from UTI
5Y CAGR
▲ 18.68
5Y CAGR
▲ 16.34
5Y CAGR
▲ 13.90
5Y CAGR
▲ 21.67
5Y CAGR
▲ 21.67
Frequently Asked Questions for UTI Aggressive Hybrid Fund Direct Growth
UTI Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.76% | 1.76% |
6 Month Returns | -6.83% | -6.83% |
1 Year Returns | 7.33% | 7.33% |
3 Years Returns | 51.48% | 14.85% |
- 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.
AAA | 98.89 |
AA | 1.11 |