UTI Aggressive Hybrid Fund Plan Growth

UTI Aggressive Hybrid Fund Plan Growth

+13.35%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹396.27
Min. for SIP
₹500
Fund size (AUM)
₹6,524.13 Cr
Expense ratio
1.93%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,901
-1.83%
3 years₹1,80,000₹1,95,792
+8.77%
5 years₹3,00,000₹3,85,925
+28.64%
10 years₹6,00,000₹11,21,561
+86.93%

Holdings (137)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity4.86%
ICICI Bank Ltd.FinancialEquity4.30%
Infosys Ltd.TechnologyEquity3.10%
Larsen & Toubro Ltd.ConstructionEquity2.85%
Bharti Airtel Ltd.CommunicationEquity2.69%
Reliance Industries Ltd.EnergyEquity2.68%
ITC Ltd.Consumer StaplesEquity2.54%
Power Grid Corporation Of India Ltd.EnergyEquity2.23%
Wipro Ltd.TechnologyEquity2.00%
State Bank of IndiaFinancialEquity1.66%
Shriram Finance LtdFinancialEquity1.54%
Mahindra & Mahindra Ltd.AutomobileEquity1.42%
Indus Towers Ltd.CommunicationEquity1.33%
HCL Technologies Ltd.TechnologyEquity1.28%
Aurobindo Pharma Ltd.HealthcareEquity1.20%
Tata Power Company Ltd.EnergyEquity1.20%
Life Insurance Corporation of IndiaInsuranceEquity1.14%
GOISovereignGOI Sec1.12%
GOISovereignGOI Sec1.10%
Maruti Suzuki India Ltd.AutomobileEquity1.09%
GOISovereignGOI Sec1.04%
Info Edge (India) Ltd.ServicesEquity1.02%
Grasim Industries Ltd.ConstructionEquity0.99%
Interglobe Aviation Ltd.ServicesEquity0.97%
Hero Motocorp Ltd.AutomobileEquity0.96%
Emami Ltd.Consumer StaplesEquity0.94%
Nexus Select TrustConstructionREITs0.92%
NIIT Learning Systems Ltd.ServicesEquity0.90%
Coal India Ltd.EnergyEquity0.89%
GR Infraprojects Ltd.ConstructionEquity0.89%
Indus Infra TrustConstructionInvITs0.89%
JK Paper Ltd.Consumer StaplesEquity0.87%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.85%
Aditya Birla Capital Ltd.FinancialEquity0.83%
Knowledge Realty TrustConstructionREITs0.81%
The Great Eastern Shipping Company Ltd.EnergyEquity0.79%
GHCL Ltd.ChemicalsEquity0.79%
DCM Shriram Ltd.ChemicalsEquity0.78%
The Federal Bank Ltd.FinancialEquity0.78%
HDFC Bank Ltd.FinancialDebenture0.77%
Caplin Point Laboratories Ltd.HealthcareEquity0.76%
West Bengal StateOthersSDL0.76%
Power Finance Corporation Ltd.FinancialBonds0.75%
Vedanta Ltd.Metals & MiningEquity0.74%
Indian Railway Finance Corporation Ltd.FinancialNCD0.74%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.73%
Ajanta Pharma Ltd.HealthcareEquity0.73%
Sundaram Finance Ltd.FinancialEquity0.72%
Andhra Pradesh StateFinancialSDL0.72%
Indusind Bank Ltd.FinancialEquity0.71%
The Phoenix Mills Ltd.ConstructionEquity0.71%
Oil India Ltd.EnergyEquity0.71%
IRB InvIT FundConstructionInvITs0.70%
Aditya Birla Capital Ltd.FinancialNCD0.68%
REC Ltd.FinancialEquity0.67%
Motilal Oswal Financial Services Ltd.FinancialEquity0.67%
Marksans Pharma Ltd.HealthcareEquity0.66%
Max Financial Services Ltd.FinancialEquity0.62%
VRL Logistics Ltd.ServicesEquity0.62%
Bihar StateOthersSDL0.61%
General Insurance Corporation of IndiaInsuranceEquity0.59%
Tips Music Ltd.ServicesEquity0.58%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.58%
Andhra Pradesh StateFinancialSDL0.52%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity0.51%
Biocon Ltd.HealthcareEquity0.51%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.48%
Maharashtra StateOthersSDL0.48%
Mahindra Holidays & Resorts India Ltd.ServicesEquity0.48%
S.P. Apparels Ltd.TextilesEquity0.48%
Tata Motors Ltd.AutomobileEquity0.47%
UPL Ltd.ChemicalsEquity0.41%
Bajaj Finance Ltd.FinancialDebenture0.38%
LIC Housing Finance Ltd.FinancialNCD0.38%
Indian Railway Finance Corporation Ltd.FinancialNCD0.38%
REC Ltd.FinancialDebenture0.38%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD0.38%
Export-Import Bank Of IndiaFinancialBonds0.38%
Poonawalla Fincorp Ltd.FinancialNCD0.38%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture0.38%
Andhra Pradesh StateFinancialSDL0.38%
West Bengal StateOthersSDL0.38%
Haryana StateOthersSDL0.38%
Axis Finance Ltd.FinancialNCD0.38%
Aditya Birla Housing Finance Ltd.FinancialNCD0.38%
Bajaj Housing Finance Ltd.FinancialDebenture0.38%
Nippon Life India Asset Management Ltd.FinancialEquity0.38%
Jio Credit Ltd.FinancialDebenture0.38%
Maharashtra StateOthersSDL0.37%
Andhra Pradesh StateFinancialSDL0.37%
Rajasthan StateOthersSDL0.37%
Haryana StateOthersSDL0.37%
Vedanta Power Ltd.Capital GoodsEquity0.37%
Malco Energy Ltd.Metals & MiningEquity0.37%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity0.37%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.37%
ICICI Bank Ltd.FinancialCD0.36%
GOISovereignGOI Sec0.36%
Mphasis Ltd.TechnologyEquity0.36%
Maharashtra StateOthersSDL0.36%
Raymond Lifestyle Ltd.Consumer StaplesEquity0.36%
Small Industries Devp. Bank of India Ltd.FinancialBonds0.35%
Uttar Pradesh StateOthersSDL0.35%
India Universal Trust AL1OthersSec. Debt0.30%
Rossari Biotech Ltd.ChemicalsEquity0.27%
Uttarakhand StateOthersSDL0.26%
Bharat Petroleum Corporation Ltd.EnergyEquity0.24%
National Highways Authority of India Ltd.ServicesNCD0.23%
Andhra Pradesh StateFinancialSDL0.23%
Rajasthan StateOthersSDL0.23%
Uttar Pradesh StateOthersSDL0.23%
Axis Finance Ltd.FinancialNCD0.23%
Torrent Pharmaceuticals Ltd.HealthcareNCD0.22%
Madhya Pradesh StateOthersSDL0.20%
Chhattisgarh StateOthersSDL0.18%
Andhra Pradesh StateFinancialSDL0.16%
Rajasthan StateOthersSDL0.15%
Kerala StateOthersSDL0.15%
West Bengal StateOthersSDL0.15%
Haryana StateOthersSDL0.15%
Mindspace Business Parks REITConstructionREITs0.15%
Piramal Finance Ltd.FinancialDebenture0.12%
Axis Bank Ltd.FinancialST Dep.0.12%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture0.08%
GOISovereignGOI Sec0.08%
West Bengal StateOthersSDL0.06%
Kerala StateOthersSDL0.04%
UTI Nifty 5 yr Benchmark G-Sec ETF - Growth--Mutual Fund0.04%
UTI Nifty 10 yr Benchmark G-Sec ETF - Growth--Mutual Fund0.04%
GOISovereignGOI Sec0.02%
Mahindra & Mahindra Financial Services Ltd.FinancialDebenture0.02%
Power Finance Corporation Ltd.FinancialBonds0.02%
GOISovereignGOI Sec0.01%
Maharashtra StateOthersSDL0.01%
Power Finance Corporation Ltd.FinancialBonds0.00%
Rajasthan StateOthersSDL0.00%
Yes Bank Ltd.FinancialBonds--
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
Name3Y5Y10YAll
Fund returns+13.3%+13.3%+12.1%+14.4%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)15812--

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
+2.38%+16.59%50,367.73
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
-2.80%+15.95%701.44
SBI Equity Hybrid Fund Growth
SBI Equity Hybrid Fund Growth
+3.29%+13.45%83,353.48
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
-1.02%+13.35%6,524.13
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.

JB
Jaydeep Bhowal
Nov 2025 - Present
View details

Education
He has done B.Com, CA from ICAI and PGDFM from Welingkar Institute of Management, Mumbai
Experience
He began his career with UTI Mutual Fund in November 2009. He has more than 10 years of experience and had been involved in various roles at UTI. Presently he is working as Dealer in Department of Fund Management - Fixed Income. Prior to joining the AMC he was associated with SJ & A.

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 ₹3,96,629 Cr and the Latest NAV as of 15 May 2026 is ₹396.27. 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₹3,96,629.25 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,