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UTI Aggressive Hybrid Fund Direct Fund Growth
+12.94%
3Y annualised
-0.46% 1D
NAV: 10 Jun '26
₹423.47
Min. for SIP
₹500
Fund size (AUM)
₹6,473.37 Cr
Expense ratio
1.43%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,436 | -2.61% | |
| 3 years | ₹1,80,000 | ₹1,93,376 | +7.43% | |
| 5 years | ₹3,00,000 | ₹3,84,584 | +28.19% | |
| 10 years | ₹6,00,000 | ₹11,43,137 | +90.52% |
Holdings (148)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.86% |
| ICICI Bank Ltd | Financial | Equity | 4.30% |
| Infosys Ltd | Technology | Equity | 3.10% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.85% |
| Bharti Airtel Ltd | Technology | Equity | 2.69% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.68% |
| Net Current Assets | Unspecified | Net Current Assets | 2.60% |
| ITC Ltd | Consumer Staples | Equity | 2.54% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.23% |
| Wipro Ltd | Technology | Equity | 2.00% |
| State Bank of India | Financial | Equity | 1.66% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.54% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.42% |
| Indus Towers Ltd | Technology | Equity | 1.33% |
| HCL Technologies Ltd | Technology | Equity | 1.28% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.20% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.20% |
| Life Insurance Corporation of India | Financial | Equity | 1.14% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 1.12% |
| GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100 | Entities | GOI Securities | 1.10% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.09% |
| GOVERNMENT OF INDIA 35840 GOI 15AP65 6.9 FV RS 100 | Entities | GOI Securities | 1.04% |
| Info Edge (India) Ltd | Technology | Equity | 1.02% |
| Grasim Industries Ltd | Materials | Equity | 0.99% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.97% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.96% |
| Emami Ltd | Consumer Staples | Equity | 0.94% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 0.92% |
| NIIT Learning Systems Ltd | Consumer Staples | Equity | 0.90% |
| Coal India Ltd | Materials | Equity | 0.89% |
| G R Infraprojects Ltd | Industrials | Equity | 0.89% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.89% |
| JK Paper Ltd | Materials | Equity | 0.87% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.85% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.83% |
| Knowledge Realty Trust | Real Estate | Real Estate Investment Trusts | 0.81% |
| GHCL Ltd | Materials | Equity | 0.79% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.79% |
| DCM Shriram Ltd | Materials | Equity | 0.78% |
| The Federal Bank Ltd | Financial | Equity | 0.78% |
| HDFC BANK LIMITED SR AB002 7.97 NCD 17FB33 FVRS1LAC | Financial | Debenture | 0.77% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 0.76% |
| STATE DEVELOPMENT LOAN 37106 WB 18FB44 7.74 FV RS 100 | Unspecified | State Development Loan | 0.76% |
| POWER FINANCE CORPORATION LIMITED SR 245A 7.24 BD 15JN35 FVRS1LAC | Financial | Bonds | 0.75% |
| Vedanta Ltd | Materials | Equity | 0.74% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 188 7.17 BD 27AP35 FVRS1LAC | Financial | Non Convertible Debenture | 0.74% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.73% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.73% |
| Sundaram Finance Ltd | Financial | Equity | 0.72% |
| STATE DEVELOPMENT LOAN 36036 AP 04JU36 6.82 FV RS 100 | Financial | State Development Loan | 0.72% |
| Indusind Bank Ltd | Financial | Equity | 0.71% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.71% |
| Oil India Ltd | Energy & Utilities | Equity | 0.71% |
| IRB InvIT Fund EQ | Industrials | Infrastructure Investment Trust | 0.70% |
| ADITYA BIRLA CAPITAL LIMITED SR B2 7.3789 NCD 14FB28 FVRS1LAC | Financial | Non Convertible Debenture | 0.68% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.67% |
| REC Ltd | Financial | Equity | 0.67% |
| Marksans Pharma Ltd | Healthcare | Equity | 0.66% |
| Max Financial Services Ltd | Financial | Equity | 0.62% |
| VRL Logistics Ltd | Industrials | Equity | 0.62% |
| STATE DEVELOPMENT LOAN 37052 BH 11FB39 7.86 FV RS 100 | Unspecified | State Development Loan | 0.61% |
| General Insurance Corporation of India Ltd | Financial | Equity | 0.59% |
| Tips Industries Ltd | Consumer Discretionary | Equity | 0.58% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.58% |
| STATE DEVELOPMENT LOAN 37187 AP 11MR39 7.62 FV RS 100 | Financial | State Development Loan | 0.52% |
| Biocon Ltd | Healthcare | Equity | 0.51% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 0.51% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.48% |
| Mahindra Holidays & Resorts India Ltd | Consumer Discretionary | Equity | 0.48% |
| SP Apparels Ltd | Consumer Discretionary | Equity | 0.48% |
| STATE DEVELOPMENT LOAN 36122 MH 25JU37 6.98 FV RS 100 | Unspecified | State Development Loan | 0.48% |
| Tata Motors Ltd | Industrials | Equity | 0.47% |
| UPL Ltd | Materials | Equity | 0.41% |
| L I C Housing Finance Ltd NCD | Financial | Non Convertible Debenture | 0.38% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.38% |
| REC LIMITED SR 216A 7.55 BD 31MR28 FVRS10LAC | Financial | Debenture | 0.38% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 175 7.57 BD 18AP29 FVRS1LAC | Financial | Non Convertible Debenture | 0.38% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR F24 7.68 BD 30AP29 FVRS1LAC | Financial | Debenture | 0.38% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 178 7.46 BD 18JU29 FVRS1LAC | Financial | Non Convertible Debenture | 0.38% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC | Financial | Bonds/NCDs | 0.38% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VIII 7.49 BD 11JU29 FVRS1LAC | Financial | Bonds | 0.38% |
| EXPORT IMPORT BANK OF INDIA SR AA 03 7.12 BD 27JU30 FVRS1LAC | Financial | Bonds | 0.38% |
| BAJAJ FINANCE LIMITED NCD 7.38 28JU30 FVRS1LAC | Financial | Debenture | 0.38% |
| JIO FINANCE LIMITED SR 1 7.19 NCD 15MR28 FVRS1LAC | Financial | Debenture | 0.38% |
| AXIS FINANCE LIMITED SR 02 7.37 NCD 23AG28 FVRS1LAC | Financial | Non Convertible Debenture | 0.38% |
| BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LAC | Financial | Debenture | 0.38% |
| ADITYA BIRLA HOUSING FINANCE LIMITED SR I1 7.8461 NCD 10MR28 FVRS1LAC | Financial | Non Convertible Debenture | 0.38% |
| POONAWALLA FINCORP LIMITED SR E1 7.52 NCD 25FB28 FVRS1LAC | Financial | Non Convertible Debenture | 0.38% |
| BAJAJ HOUSING FINANCE LIMITED 7.10 NCD 16OT28 FVRS1LAC | Financial | Debenture | 0.38% |
| STATE DEVELOPMENT LOAN 37020 AP 04FB39 7.68 FV RS 100 | Financial | State Development Loan | 0.38% |
| STATE DEVELOPMENT LOAN 37025 HAR 04FB41 7.69 FV RS 100 | Unspecified | State Development Loan | 0.38% |
| STATE DEVELOPMENT LOAN 37142 WB 25FB41 7.72 FV RS 100 | Unspecified | State Development Loan | 0.38% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.37% |
| STATE DEVELOPMENT LOAN 36283 AP 06AG34 6.96 FV RS 100 | Financial | State Development Loan | 0.37% |
| STATE DEVELOPMENT LOAN 36532 RAJ 24SP35 7.32 FV RS 100 | Unspecified | State Development Loan | 0.37% |
| STATE DEVELOPMENT LOAN 36636 RAJ 23OT35 7.23 FV RS 100 | Unspecified | State Development Loan | 0.37% |
| STATE DEVELOPMENT LOAN 36772 MH 03DC40 7.43 FV RS 100 | Unspecified | State Development Loan | 0.37% |
| STATE DEVELOPMENT LOAN 37093 HAR 18FB45 7.73 FV RS 100 | Unspecified | State Development Loan | 0.37% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.37% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.37% |
| Vedanta Power Ltd. | Industrials | Equity | 0.37% |
| Mphasis Ltd | Technology | Equity | 0.36% |
| Raymond Lifestyle Ltd | Consumer Discretionary | Equity | 0.36% |
| GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 | Entities | GOI Securities | 0.36% |
| STATE DEVELOPMENT LOAN 36219 MH 16JL47 7.12 FV RS 100 | Unspecified | State Development Loan | 0.36% |
| ICICI BANK LIMITED CD 25MAR27 | Financial | Certificate of Deposit | 0.36% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LAC | Financial | Bonds | 0.35% |
| STATE DEVELOPMENT LOAN 37104 UP 18FB41 7.67 FV RS 100 | Unspecified | State Development Loan | 0.35% |
| INDIA UNIVERSAL TRUST AL1 SERIES A2 PTC 25SEP24 | Unspecified | Securitised Debt | 0.30% |
| Rossari Biotech Ltd | Materials | Equity | 0.27% |
| STATE DEVELOPMENT LOAN 37172 UKD 04MR41 7.67 FV RS 100 | Unspecified | State Development Loan | 0.26% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.24% |
| NATIONAL HIGHWAYS AUTHORITY OF INDIA SR V 7.70 BD 13SP29 FVRS10LAC | Industrials | Non Convertible Debenture | 0.23% |
| AXIS FINANCE LIMITED SR 12 8.14 NCD 21FB29 FVRS1LAC | Financial | Non Convertible Debenture | 0.23% |
| STATE DEVELOPMENT LOAN 37266 AP 25MR46 7.88 FV RS 100 | Financial | State Development Loan | 0.23% |
| STATE DEVELOPMENT LOAN 37295 UP 25MR46 7.88 FV RS 100 | Unspecified | State Development Loan | 0.23% |
| STATE DEVELOPMENT LOAN 37265 AP 25MR43 7.83 FV RS 100 | Financial | State Development Loan | 0.23% |
| STATE DEVELOPMENT LOAN 36925 RAJ 07JN40 7.65 FV RS 100 | Unspecified | State Development Loan | 0.23% |
| TORRENT PHARMACEUTICALS LTD SR 2 7.60 NCD 19JN29 FVRS1LAC | Healthcare | Non Convertible Debenture | 0.22% |
| STATE DEVELOPMENT LOAN 37160 MP 04MR41 7.63 FV RS 100 | Unspecified | State Development Loan | 0.20% |
| STATE DEVELOPMENT LOAN 35647 CHT 05MR37 7.32 FV RS 100 | Unspecified | State Development Loan | 0.18% |
| 7.99% ANDHRA PRADESH State Government Securities | Financial | State Development Loan | 0.16% |
| STATE DEVELOPMENT LOAN 37330 AP 30MR42 8.02 FV RS 100 | Financial | State Development Loan | 0.16% |
| Mindspace Business Parks Ltd. | Real Estate | Real Estate Investment Trusts | 0.15% |
| STATE DEVELOPMENT LOAN 36898 WB 31DC42 7.58 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| STATE DEVELOPMENT LOAN 36899 WB 31DC46 7.57 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| 7.88% State Government of West Bengal 2044 | Unspecified | State Development Loan | 0.15% |
| STATE DEVELOPMENT LOAN 37318 RAJ 30MR41 7.99 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| STATE DEVELOPMENT LOAN 37311 HAR 30MR44 7.99 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| STATE DEVELOPMENT LOAN 37312 KER 30MR41 7.92 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| STATE DEVELOPMENT LOAN 37310 HAR 30MR41 7.88 FV RS 100 | Unspecified | State Development Loan | 0.15% |
| Axis Bank Ltd ST Dep. | Financial | Short Term Deposit | 0.12% |
| Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031 | Financial | Debenture | 0.12% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 0.08% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.08% |
| STATE DEVELOPMENT LOAN 37211 WB 11MR44 7.72 FV RS 100 | Unspecified | State Development Loan | 0.06% |
| UTI Nifty 5 yr Benchmark G-Sec ETF - Growth | Unspecified | Mutual Fund | 0.04% |
| UTI Nifty 10 yr Benchmark G-Sec ETF - Growth | Unspecified | Mutual Fund | 0.04% |
| 7.10% KERALA SDL 26-MAR-43 | Unspecified | State Development Loan | 0.04% |
| Others CBLO | Unspecified | CBLO | 0.02% |
| Power Finance Corporation Ltd SR-168B Bonds 7.44 11/06/2027 | Financial | Bonds | 0.02% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AC2024 8.01 NCD 24DC27 FVRS1LAC | Financial | Debenture | 0.02% |
| GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 | Entities | GOI Securities | 0.02% |
| Gsec C-STRIPS Mat 17-Jun-2027 | Entities | GOI Securities | 0.01% |
| STATE DEVELOPMENT LOAN 35618 MH 27FB40 7.19 FV RS 100 | Unspecified | State Development Loan | 0.01% |
| POWER FINANCE CORPORATION LTD. SR-103 8.94 LOA 25MR28 FVRS10LAC | Financial | Bonds | 0.00% |
| STATE DEVELOPMENT LOAN 34276 RAJ 02MY39 7.52 FV RS 100 | Unspecified | State Development Loan | 0.00% |
| Yes Bank Ltd Bonds 9.50 | 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 | +12.9% | +12.3% | +12.3% | +12.3% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 17 | 11 | 13 | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.65% | +16.03% | 50,032.71 | |
 | -0.22% | +14.94% | 3,627.22 | |
 | +1.58% | +13.47% | 83,353.48 | |
 | -1.33% | +12.34% | 3,958.21 | |
 | -4.20% | +11.96% | 2,305.63 | |
| Compare | ||||
Fund management
JBJaydeep BhowalNov 2025 - PresentView details
JB
Jaydeep Bhowal
Nov 2025 - Present
View details
VSV SrivatsaJan 2013 - PresentView details
VS
V Srivatsa
Jan 2013 - Present
View details
About UTI Aggressive Hybrid Fund Direct Fund Growth
UTI Aggressive Hybrid Fund Direct Fund Growth is a Hybrid Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Jaydeep Bhowal is the Current Fund Manager of UTI Aggressive Hybrid Fund Direct Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,629 Cr and the Latest NAV as of 10 Jun 2026 is ₹423.47.
The UTI Aggressive Hybrid Fund Direct Fund 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
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,