UTI Aggressive Hybrid Fund Regular Plan-Growth

Fund Details

NAV 417.2505

Sub-Type Aggressive Hybrid

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 30.88

Fund Size(in Crores) 6757.91

Fund Performance

1 Month -1.16%

3 Month 1.65%

6 Month 4.12%

1 Year 7.91%

3 Year 16.54%

5 Year 15.19%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (69.03%) Market Cap Small Cap 10.94 Large Cap 46.34 Mid Cap 11.75 Top Sectors Financial 19.2 Technology 8.17 Energy 7.98 Consumer Staples 4.78 Automobile 4.72 Healthcare 4.27 Construction 3.67 Communication 3.55 Services 3.49 Metals & Mining 2.29 Chemicals 1.7 Materials 1.67 Insurance 1.22 Consumer Discretionary 1.14 Textiles 0.87 Capital Goods 0.3 Top Holding Infosys 3.99 Wipro 2.2 Marksans Pharma 0.58 Aditya Birla Capital 0.85 Larsen & Toubro 2.26 Raymond Lifestyle 0.45 UPL 0.42 Sundaram Finance 0.81 Interglobe Aviation 1.02 Power Grid Corporation Of India 1.49 The Great Eastern Shipping Company 0.77 Grasim Industries 0.93 Shivalik Bimetal Controls 0.3 JK Paper 0.65 Oil India 0.68 Caplin Point Laboratories 0.75 Nippon Life India Asset Management 0.72 Aurobindo Pharma 0.94 Coal India 0.74 Indusind Bank 0.73 Mahindra Holidays & Resorts India 0.56 Reliance Industries 3.3 Indus Towers 1.8 ICICI Bank 4.41 State Bank of India 1.63 DCM Shriram 0.44 Maruti Suzuki India 1.54 HDFC Bank 5.91 Emami 0.81 Rossari Biotech 0.31 Indiamart 0.47 Glenmark Pharmaceuticals 0.81 Petronet LNG 0.6 Biocon 0.3 Mphasis 0.45 ITC 2.93 Mahindra & Mahindra 1.64 Ajanta Pharma 0.89 Vedanta 2.29 S.P. Apparels 0.41 Colgate-Palmolive (India) 0.4 NIIT Learning Sys 0.97 ICICI Prudential 0.38 Shriram Finance 1.58 Hero Motocorp 0.69 Crompton Greaves Con. Electricals 0.69 Indian Bank 0.48 Motilal Oswal Financial Services 0.55 The Federal Bank 0.77 Bharat Petroleum Corporation 1.15 GR Infraprojects 0.71 Life Insurance 0.84 HCL Technologies 1.54 Bajaj Auto 0.46 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.61 Tata Motors 0.4 Tips Industries 0.47 Indo Count Industries 0.47 Max Financial Services 0.74 Bharti Airtel 1.14 The Phoenix Mills 0.7 GHCL 0.53

Debt & Others (30.97%) Sector Allocation Bonds/NCDs 1.12 Mutual Fund 0.08 Net Current Assets 2.83 Debt Credit Ratings SOV 15.76 AAA 8.68 Cash & Call Money 2.83 A1+ 0.15 AA 0.12 Debt Category Aditya Birla Capital 0.67 Indian Railway Finance Corporation 1.49 GOI 10.61 Axis Finance 0.6

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.86%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

V Srivatsa

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.

Jaydeep Bhowal

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.

Sunil Madhukar Patil

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.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 11

Date of Incorporation 1995-03-20

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.