UTI Aggressive Hybrid Fund Regular Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
17.35%
3Y annualised
-0.30% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 May 2024₹357.78
Min. SIP amountNot Supported
Rating4
Fund size₹5,487.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.5%17.4%16.0%15.1%
Category average29.1%15.2%14.6%NA
Rank with in category14109NA
Understand terms

Holdings (99)

NameSectorInstrumentAssets
FinancialEquity7.12%
SovereignGOI Sec6.62%
FinancialEquity6.15%
EnergyEquity3.91%
Consumer StaplesEquity3.15%
TechnologyEquity3.04%
ConstructionEquity2.65%
AutomobileEquity2.44%
SovereignGOI Sec2.31%
GOI
SovereignGOI Sec2.27%
See All

Expense ratio, exit load and tax

Expense ratio: 1.94%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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.
Also manages these schemes

Sunil Madhukar Patil
Feb 2018 - Present
View details

Education
Mr. Patil is MMF, Finance
Experience
He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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