Investment type
UTI-Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 30 Jun 2025 the fund manages assets worth ₹6,468 Crores. The expense ratio is 1.23%.
This fund generated returns of 5.74% in the last 1 year. Since its inception, it has provided an average annual return of 13.65%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Automobiles and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Gsec2039, Gsec2039 and Infosys.
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.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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