UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

(Erstwhile UTI - Balanced Fund-Growth)

Category: Hybrid: Aggressive
Launch Date: 20-03-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.86% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,716.73 Cr As on (28-11-2025)
Turn over: 33%
NAV as on 02-01-2026

422.1666

2.3 (0.5458%)

CAGR Since Inception

12.91%

CRISIL Hybrid 35+65 Aggressive Index 12.36%

PERFORMANCE of UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

Scheme Performance (%)

Data as on - 02-01-2026

Yearly Performance (%)

Fund Managers

Mr. V Srivatsa FM 1,Mr. Sunil Patil FM 2,Mr. Jaydeep Bhowal FM 3,Not Applicable FM 4

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)

RETURNS CALCULATOR for UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth 9.01 1.04 3.43 1.11 7.09 10.46
Hybrid: Aggressive - - - - - -

PEER COMPARISION of UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

Amount :
Start :
End :
Period
Data as on - 02-01-2026
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 5.68 13.24 16.95 17.13 12.71
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.42 15.83 19.48 22.04 16.19
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.88 13.78 14.48 13.64 12.36
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.26 10.27 12.08 18.14 15.56
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 9.02 12.19 14.2 13.56 12.94
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 7.34 14.01 17.01 16.83 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.16 14.67 16.39 15.26 0.0
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 6.26 11.63 14.52 12.85 10.79
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 6.19 11.49 13.99 13.04 12.42
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 5.55 11.62 15.37 15.91 10.12

PORTFOLIO ANALYSIS of UTI-Aggressive-Hybrid-Fund-Regular-Plan-Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

10.34%

Others

30.26%

Large Cap

46.19%

Mid Cap

13.05%

Total

100%