UTI Aggressive Hybrid Fund - Regular Plan - Growth

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: 1.92% As on (31-01-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,291.85 Cr As on (31-01-2024)
Turn over: 29
NAV as on 01-03-2024

342.655

3.43 (1.0009%)

CAGR Since Inception

12.97%

CRISIL Hybrid 35+65 Aggressive Index 12.51%

PERFORMANCE of UTI Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 01-03-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Aggressive Hybrid Fund - Regular Plan - Growth 32.4 18.23 16.16 13.97 12.97
Benchmark - - - - -
Hybrid: Aggressive 30.15 15.89 15.45 14.35 13.56

Yearly Performance (%)

Nav Movement

Fund Managers

V Srivatsa, Sunil Madhukar Patil

Investment Objective

An open-ended balanced fund investing between 40% to 75% in equity/equity related securities and the balance in debt (fixed income securities) with a view to generate regular income together with capital appreciation.

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

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 9.98 1.43 5.57 0.79 7.51 11.92
Hybrid: Aggressive - - - - - -

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

Period
Data as on - 01-03-2024
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 32.4 19.35 18.23 16.16 13.97
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 49.35 28.44 22.49 18.74 14.8
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 45.49 22.45 25.36 22.02 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.83 23.02 24.43 21.33 18.2
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.53 23.02 25.62 25.58 19.96
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.99 20.15 18.95 17.36 14.87
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.84 19.98 18.85 17.29 14.83
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 32.7 16.75 13.94 13.47 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.5 17.54 17.73 0.0 0.0
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 32.48 19.06 17.34 11.87 13.22

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

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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