UTI Aggressive Hybrid Fund - Regular Plan - Growth

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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 (29-09-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 637.86 Cr As on (30-09-2025)
Turn over: 33

NAV as on 24-10-2025

409.2362

-0.72 (-0.1749%)

CAGR Since Inception

12.88%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

PERFORMANCE of UTI Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 24-10-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth	3.28	16.81	19.51	12.22	12.88
Benchmark	-	-	-	-	-
Hybrid: Aggressive	4.89	15.2	17.25	11.85	13.04

Yearly Performance (%)

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Fund Managers

Mr. V Srivatsa FM 1,Mr. Sunil Patil FM 2,Not Applicable 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.

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

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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.

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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	1.06	8.99	0.17	7.09	10.46
Hybrid: Aggressive	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 24-10-2025

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	3.28	17.3	16.81	19.51	12.22
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	12.31	18.08	14.96	16.85	12.36
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	9.17	20.91	20.04	26.13	15.96
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	8.84	19.16	16.09	17.81	0.0
PGIM India Aggressive Hybrid Equity Fund - Growth Option	29-01-2004	6.89	15.18	13.44	13.58	8.69
HSBC Aggressive Hybrid Fund - Regular Growth	01-01-2013	6.77	18.23	16.33	15.84	11.2
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	19-07-2019	6.5	19.22	17.3	19.61	0.0
HDFC Hybrid Equity Fund - Growth Plan	01-04-2005	6.08	13.63	13.18	17.03	12.07
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option	12-08-2009	5.91	18.73	17.62	19.61	12.55
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option	16-06-2009	5.9	18.73	17.68	19.67	12.58

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

Asset Allocation (%)