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UTI Aggressive Hybrid Fund Plan Growth
+15.18%
3Y annualised
-0.72% 1D
NAV: 23 Apr '26
₹401.29
Min. for SIP
₹500
Fund size (AUM)
₹6,115.27 Cr
Expense ratio
1.79%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,734 | -0.44% | |
| 3 years | ₹1,80,000 | ₹2,00,280 | +11.27% | |
| 5 years | ₹3,00,000 | ₹3,94,282 | +31.43% | |
| 10 years | ₹6,00,000 | ₹11,43,424 | +90.57% |
Holdings (142)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.77% |
| ICICI Bank Ltd. | Financial | Equity | 4.38% |
| Infosys Ltd. | Technology | Equity | 3.50% |
| Reliance Industries Ltd. | Energy | Equity | 2.69% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.66% |
| Bharti Airtel Ltd. | Communication | Equity | 2.45% |
| ITC Ltd. | Consumer Staples | Equity | 2.43% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.26% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.21% |
| Wipro Ltd. | Technology | Equity | 1.99% |
| GOI | Sovereign | GOI Sec | 1.92% |
| State Bank of India | Financial | Equity | 1.71% |
| Shriram Finance Ltd | Financial | Equity | 1.53% |
| HCL Technologies Ltd. | Technology | Equity | 1.53% |
| Indus Towers Ltd. | Communication | Equity | 1.45% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.45% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.21% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.20% |
| Life Insurance Corporation of India | Insurance | Equity | 1.11% |
| GOI | Sovereign | GOI Sec | 1.09% |
| Info Edge (India) Ltd. | Services | Equity | 1.07% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.01% |
| Grasim Industries Ltd. | Construction | Equity | 0.96% |
| Nexus Select Trust | Construction | REITs | 0.95% |
| Interglobe Aviation Ltd. | Services | Equity | 0.95% |
| Indus Infra Trust | Construction | InvITs | 0.91% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 0.90% |
| Coal India Ltd. | Energy | Equity | 0.89% |
| Emami Ltd. | Consumer Staples | Equity | 0.88% |
| HDFC Bank Ltd. | Financial | Debenture | 0.83% |
| Knowledge Realty Trust | Construction | REITs | 0.82% |
| NIIT Learning Systems Ltd. | Services | Equity | 0.80% |
| GOI | Sovereign | GOI Sec | 0.80% |
| West Bengal State | Others | SDL | 0.80% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.80% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.79% |
| JK Paper Ltd. | Consumer Staples | Equity | 0.79% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.78% |
| Andhra Pradesh State | Financial | SDL | 0.76% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.76% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.75% |
| The Federal Bank Ltd. | Financial | Equity | 0.75% |
| Aditya Birla Capital Ltd. | Financial | Equity | 0.75% |
| Sundaram Finance Ltd. | Financial | Equity | 0.74% |
| IRB InvIT Fund | Construction | InvITs | 0.74% |
| Tata Power Company Ltd. | Energy | Equity | 0.74% |
| GHCL Ltd. | Chemicals | Equity | 0.74% |
| GR Infraprojects Ltd. | Construction | Equity | 0.73% |
| Aditya Birla Capital Ltd. | Financial | NCD | 0.73% |
| Caplin Point Laboratories Ltd. | Healthcare | Equity | 0.71% |
| DCM Shriram Ltd. | Chemicals | Equity | 0.71% |
| Indusind Bank Ltd. | Financial | Equity | 0.71% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.70% |
| Oil India Ltd. | Energy | Equity | 0.66% |
| Bihar State | Others | SDL | 0.65% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.65% |
| Max Financial Services Ltd. | Financial | Equity | 0.62% |
| Marksans Pharma Ltd. | Healthcare | Equity | 0.60% |
| General Insurance Corporation of India | Insurance | Equity | 0.58% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.56% |
| Andhra Pradesh State | Financial | SDL | 0.55% |
| VRL Logistics Ltd. | Services | Equity | 0.55% |
| Biocon Ltd. | Healthcare | Equity | 0.54% |
| Maharashtra State | Others | SDL | 0.51% |
| Mphasis Ltd. | Technology | Equity | 0.50% |
| Tips Music Ltd. | Services | Equity | 0.47% |
| Mahindra Holidays & Resorts India Ltd. | Services | Equity | 0.47% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.43% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.43% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.42% |
| S.P. Apparels Ltd. | Textiles | Equity | 0.42% |
| Tata Motors Ltd. | Automobile | Equity | 0.42% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.41% |
| REC Ltd. | Financial | Debenture | 0.41% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.41% |
| Aditya Birla Housing Finance Ltd. | Financial | NCD | 0.41% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.41% |
| Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.41% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.41% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 0.41% |
| Uttar Pradesh State | Others | SDL | 0.41% |
| Poonawalla Fincorp Ltd. | Financial | NCD | 0.41% |
| Jio Credit Ltd. | Financial | Debenture | 0.40% |
| Export-Import Bank Of India | Financial | Bonds | 0.40% |
| Axis Finance Ltd. | Financial | NCD | 0.40% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.40% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.40% |
| Andhra Pradesh State | Financial | SDL | 0.40% |
| West Bengal State | Others | SDL | 0.40% |
| West Bengal State | Others | SDL | 0.40% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.40% |
| Haryana State | Others | SDL | 0.40% |
| Rajasthan State | Others | SDL | 0.40% |
| Haryana State | Others | SDL | 0.40% |
| Rajasthan State | Others | SDL | 0.40% |
| Maharashtra State | Others | SDL | 0.40% |
| Mindspace Business Parks REIT | Construction | REITs | 0.39% |
| West Bengal State | Others | SDL | 0.39% |
| Andhra Pradesh State | Financial | SDL | 0.39% |
| UPL Ltd. | Chemicals | Equity | 0.39% |
| Maharashtra State | Others | SDL | 0.38% |
| Uttar Pradesh State | Others | SDL | 0.37% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.37% |
| Raymond Lifestyle Ltd. | Consumer Staples | Equity | 0.37% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.35% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.32% |
| Uttarakhand State | Others | SDL | 0.27% |
| Indiamart Intermesh Ltd. | Services | Equity | 0.27% |
| Axis Finance Ltd. | Financial | NCD | 0.25% |
| West Bengal State | Others | SDL | 0.24% |
| Uttar Pradesh State | Others | SDL | 0.24% |
| Andhra Pradesh State | Financial | SDL | 0.24% |
| Andhra Pradesh State | Financial | SDL | 0.24% |
| Torrent Pharmaceuticals Ltd. | Healthcare | NCD | 0.24% |
| Rajasthan State | Others | SDL | 0.24% |
| Rossari Biotech Ltd. | Chemicals | Equity | 0.22% |
| Madhya Pradesh State | Others | SDL | 0.22% |
| Indo Count Industries Ltd. | Textiles | Equity | 0.20% |
| Chhattisgarh State | Others | SDL | 0.20% |
| Andhra Pradesh State | Financial | SDL | 0.16% |
| Andhra Pradesh State | Financial | SDL | 0.16% |
| Rajasthan State | Others | SDL | 0.16% |
| Haryana State | Others | SDL | 0.16% |
| Kerala State | Others | SDL | 0.16% |
| Kerala State | Others | SDL | 0.16% |
| Haryana State | Others | SDL | 0.16% |
| West Bengal State | Others | SDL | 0.16% |
| West Bengal State | Others | SDL | 0.16% |
| Axis Bank Ltd. | Financial | ST Dep. | 0.13% |
| Piramal Finance Ltd. | Financial | Debenture | 0.13% |
| GOI | Sovereign | GOI Sec | 0.08% |
| West Bengal State | Others | SDL | 0.06% |
| UTI Nifty 5 yr Benchmark G-Sec ETF - Growth | -- | Mutual Fund | 0.04% |
| UTI Nifty 10 yr Benchmark G-Sec ETF - Growth | -- | Mutual Fund | 0.04% |
| Kerala State | Others | SDL | 0.04% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.02% |
| GOI | Sovereign | GOI Sec | 0.01% |
| Maharashtra State | Others | SDL | 0.01% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.00% |
| Rajasthan State | Others | SDL | 0.00% |
| Yes Bank Ltd. | Financial | Bonds | -- |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.2% | +14.4% | +12.3% | +14.5% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 13 | 8 | 10 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +5.23% | +18.52% | 46,700.42 | |
JM Aggressive Hybrid Fund Growth | -1.98% | +17.13% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Growth | +3.50% | +15.96% | 3,308.91 | |
UTI Aggressive Hybrid Fund Plan Growth | +1.85% | +15.18% | 6,115.27 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||
Fund management
VSV SrivatsaSep 2009 - PresentView details
VS
V Srivatsa
Sep 2009 - Present
View details
JBJaydeep BhowalNov 2025 - PresentView details
JB
Jaydeep Bhowal
Nov 2025 - Present
View details
About UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. V Srivatsa is the Current Fund Manager of UTI Aggressive Hybrid Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,53,000 Cr and the Latest NAV as of 23 Apr 2026 is ₹401.29.
The UTI Aggressive Hybrid Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
;
Investment Objective
The scheme seeks 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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#8 in India
Total AUM₹3,52,999.67 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,