uti-aggressive-hybrid-fund-direct-g

UTI-Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 01, 2025 ₹440.6
  • Total Returns 13.73% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
uti-aggressive-hybrid-fund-direct-g

Overview of UTI-Aggressive Hybrid Fund - Direct (G)

  • Fund House
    UTI-Aggressive Hybrid Fund
  • Fund Size
    ₹6,254 Cr
  • Expense Ratio
    1.23%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

UTI-Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

UTI-Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 2.69%
  • 8.58%
  • 4%
  • 7.76%
  • 21.15%
  • 22.81%

Category Average

  • 2.78%
  • 8.58%
  • 4.72%
  • 7.02%
  • 18.76%
  • 20.05%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    27.87%
  • Banks
    17.2%
  • IT-Software
    6.17%
  • Automobiles
    4.51%
  • Pharmaceuticals & Biotech
    4.26%
  • Telecom-Services
    3.98%

More about UTI-Aggressive Hybrid Fund - Direct (G)

UTI-Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Growth category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 31 Mar 2025 the fund manages assets worth ₹6,254 Crores. The expense ratio is 1.23%.

This fund generated returns of 7.76% in the last 1 year. Since its inception, it has provided an average annual return of 13.73%.

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.

Fund Managers

  • Sunil Patil
  • V Srivatsa

Investment Objective

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.

uti-aggressive-hybrid-fund-direct-g

Frequently Asked Questions about UTI-Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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