UTI Aggressive Hybrid Fund Plan Growth

UTI Aggressive Hybrid Fund Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
+16.32%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹413.81
Min. for SIP
Not Supported
Fund size
₹6,654.14 Cr
Expense ratio
1.87%

Holdings (120)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity5.63%
ICICI Bank Ltd.FinancialEquity4.52%
Infosys Ltd.TechnologyEquity4.11%
Reliance Industries Ltd.EnergyEquity2.80%
Larsen & Toubro Ltd.ConstructionEquity2.44%
Vedanta Ltd.Metals & MiningEquity2.38%
ITC Ltd.Consumer StaplesEquity2.37%
Wipro Ltd.TechnologyEquity2.08%
GOISovereignGOI Sec1.87%
GOISovereignGOI Sec1.87%
GOISovereignGOI Sec1.85%
State Bank of IndiaFinancialEquity1.82%
GOISovereignGOI Sec1.81%
Indus Towers Ltd.CommunicationEquity1.68%
Power Grid Corporation Of India Ltd.EnergyEquity1.66%
Shriram Finance LtdFinancialEquity1.65%
HCL Technologies Ltd.TechnologyEquity1.63%
Mahindra & Mahindra Ltd.AutomobileEquity1.54%
Maruti Suzuki India Ltd.AutomobileEquity1.37%
GOISovereignGOI Sec1.23%
GOISovereignGOI Sec1.20%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD1.13%
Bharti Airtel Ltd.CommunicationEquity1.08%
NIIT Learning Systems Ltd.ServicesEquity0.98%
Aurobindo Pharma Ltd.HealthcareEquity0.97%
Life Insurance Corporation of IndiaInsuranceEquity0.94%
Grasim Industries Ltd.ConstructionEquity0.94%
Interglobe Aviation Ltd.ServicesEquity0.94%
Bharat Petroleum Corporation Ltd.EnergyEquity0.90%
The Great Eastern Shipping Company Ltd.EnergyEquity0.83%
Coal India Ltd.EnergyEquity0.83%
Sundaram Finance Ltd.FinancialEquity0.83%
Indus Infra TrustConstructionInvITs0.82%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.82%
Knowledge Realty TrustConstructionREITs0.81%
Oil India Ltd.EnergyEquity0.81%
Nexus Select TrustConstructionREITs0.80%
Ajanta Pharma Ltd.HealthcareEquity0.80%
The Federal Bank Ltd.FinancialEquity0.80%
Aditya Birla Capital Ltd.FinancialEquity0.80%
Indusind Bank Ltd.FinancialEquity0.77%
GR Infraprojects Ltd.ConstructionEquity0.77%
HDFC Bank Ltd.FinancialDebenture0.77%
Emami Ltd.Consumer StaplesEquity0.76%
Caplin Point Laboratories Ltd.HealthcareEquity0.74%
Power Finance Corporation Ltd.FinancialBonds0.74%
Indian Railway Finance Corporation Ltd.FinancialNCD0.74%
Nippon Life India Asset Management Ltd.FinancialEquity0.73%
GOISovereignGOI Sec0.73%
JK Paper Ltd.Consumer StaplesEquity0.72%
Andhra Pradesh StateFinancialSDL0.71%
HDFC Bank Ltd.FinancialCD0.70%
Small Industries Devp. Bank of India Ltd.FinancialCD0.70%
National Bank For Agriculture & Rural DevelopmentFinancialCD0.70%
Aditya Birla Capital Ltd.FinancialNCD0.67%
Hero Motocorp Ltd.AutomobileEquity0.67%
Max Financial Services Ltd.FinancialEquity0.67%
The Phoenix Mills Ltd.ConstructionEquity0.64%
IRB InvIT FundConstructionInvITs0.64%
Petronet LNG Ltd.EnergyEquity0.62%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.62%
Mindspace Business Parks REITConstructionREITs0.60%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE0.57%
Marksans Pharma Ltd.HealthcareEquity0.55%
Indiamart Intermesh Ltd.ServicesEquity0.55%
GHCL Ltd.ChemicalsEquity0.55%
Mahindra Holidays & Resorts India Ltd.ServicesEquity0.55%
Mphasis Ltd.TechnologyEquity0.54%
Biocon Ltd.HealthcareEquity0.51%
Motilal Oswal Financial Services Ltd.FinancialEquity0.49%
Maharashtra StateOthersSDL0.48%
Indian BankFinancialEquity0.48%
Tips Music Ltd.ServicesEquity0.47%
Raymond Lifestyle Ltd.Consumer StaplesEquity0.47%
Tata Motors Ltd.AutomobileEquity0.44%
DCM Shriram Ltd.ChemicalsEquity0.42%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.41%
S.P. Apparels Ltd.TextilesEquity0.40%
Indo Count Industries Ltd.TextilesEquity0.39%
Indian Railway Finance Corporation Ltd.FinancialNCD0.38%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.38%
Indian Railway Finance Corporation Ltd.FinancialNCD0.38%
LIC Housing Finance Ltd.FinancialDebenture0.38%
Aditya Birla Housing Finance Ltd.FinancialNCD0.38%
UPL Ltd.ChemicalsEquity0.38%
Export-Import Bank Of IndiaFinancialBonds0.37%
Axis Finance Ltd.FinancialNCD0.37%
Poonawalla Fincorp Ltd.FinancialNCD0.37%
Jio Credit Ltd.FinancialDebenture0.37%
Bajaj Finance Ltd.FinancialDebenture0.37%
Bajaj Finance Ltd.FinancialDebenture0.37%
Rajasthan StateOthersSDL0.37%
Rajasthan StateOthersSDL0.37%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.37%
Andhra Pradesh StateFinancialSDL0.37%
Maharashtra StateOthersSDL0.36%
Canara BankFinancialCD0.35%
Export-Import Bank Of IndiaFinancialCD0.35%
Small Industries Devp. Bank of India Ltd.FinancialCD0.35%
Small Industries Devp. Bank of India Ltd.FinancialBonds0.34%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity0.31%
Rossari Biotech Ltd.ChemicalsEquity0.31%
India Universal Trust AL1OthersSec. Debt0.30%
General Insurance Corporation of IndiaInsuranceEquity0.26%
Axis Finance Ltd.FinancialNCD0.23%
Torrent Pharmaceuticals Ltd.HealthcareNCD0.22%
Chhattisgarh StateOthersSDL0.19%
Bajaj Auto Ltd.AutomobileEquity0.14%
VRL Logistics Ltd.ServicesEquity0.12%
Piramal Finance Ltd.FinancialDebenture0.12%
Axis Bank Ltd.FinancialCD0.12%
UTI Nifty 10 yr Benchmark G-Sec ETF - GrowthNAMutual Fund0.04%
UTI Nifty 5 yr Benchmark G-Sec ETF - GrowthNAMutual Fund0.04%
Kerala StateOthersSDL0.04%
Power Finance Corporation Ltd.FinancialBonds0.02%
GOISovereignGOI Sec0.01%
Maharashtra StateOthersSDL0.01%
Power Finance Corporation Ltd.FinancialBonds0.00%
Rajasthan StateOthersSDL0.00%
Yes Bank Ltd.FinancialBondsNA
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.3%+14.8%+13.6%+14.7%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)768--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
ICICI Prudential Equity & Debt Fund Growth
ICICI Prudential Equity & Debt Fund Growth
+14.53%+19.08%49,256.66
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
+4.81%+17.30%753.46
Edelweiss Aggressive Hybrid Fund Growth
Edelweiss Aggressive Hybrid Fund Growth
+10.78%+16.50%3,453.04
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
+9.96%+16.32%6,654.14
HDFC Balanced Fund Growth
HDFC Balanced Fund Growth
+6.97%+10.83%20,080.76
Compare

Fund management

VS
V Srivatsa
Sep 2009 - Present
View details

Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

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 ₹3,93,335 Cr and the Latest NAV as of 20 Feb 2026 is ₹413.81. The UTI Aggressive Hybrid Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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₹3,93,334.93 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,