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UTI Aggressive Hybrid Fund - Regular Plan - Growth

(Erstwhile UTI - Balanced Fund-Growth)
Fund House: UTI Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 20-03-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.81% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,472.18 Cr As on 31-05-2026(Source:AMFI)
Turn over: 0.3% | Exit Load: Nil for 10% of units and 1% for remaining units on or before 12M, Nil after 12M
NAV as on 10-07-2026

409.5553

3.12 (0.7616%)

CAGR Since Inception

12.57%

Benchmark: 11.91%

PERFORMANCE

Returns Type:
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End : 
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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  Period:  

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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 11 Months
10 Years 4 Months
10 Years 12 Months
19 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.06
Sharpe Ratio 0.66
Alpha 6.58
Beta 0.34
Yield to Maturity 7.09
Average Maturity 10.46

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 0.21 2.84 12.48 12.42 11.74
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.92 3.83 14.24 13.56 15.75
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 8.27 4.88 18.86 14.76 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.14 8.5 14.3 11.96 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 5.58 5.37 11.52 10.81 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.53 3.31 13.32 10.96 10.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.26 4.57 13.58 12.3 12.74
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.66 5.57 15.87 16.81 15.3
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 3.01 6.61 13.13 11.07 12.09
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.75 4.3 11.37 10.29 12.25

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.61%

Others

31.88%

Large Cap

44.19%

Mid Cap

12.32%

Scheme Documents

UTI Fund Watch(Active)-June 2026

Monthly Portfolio Disclosure - May 2026

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