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UTI Aggressive Hybrid Fund(G)-Direct Plan

UTI Aggressive Hybrid Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+11.08%

5Y annualised

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NAV : 09 Sep 2026

₹434.53

Min. SIP amount

₹500

Fund size (AUM)

6740 Cr

Expense ratio

1.23%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,39,442

Stock Allocation

Stock nameSectorAllocation
Eq - Hdfc Bank LimitedBank5.79%
Eq - Icici Bank LtdBank5.72%
Eq - Reliance Industries Ltd.Crude Oil3.95%

Fund Composition

6740 Cr

Large Cap

46.09%

Mid Cap

11.25%

Small Cap

11.11%

Others

31.55%

Sector Allocation

6740 Cr

Bank

15.92%

Corporate Debt

11.06%

Government Securities

9.21%

It

8.45%

Finance

7.50%

Healthcare

4.61%

Crude Oil

4.55%

Infrastructure

3.96%

Others

33.04%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

Nil for 10% of units and 1% for remaining units on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VS

V. Srivatsa

Present

JB

Jaydeep Bhowal

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.24%
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.43%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+13.00%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+12.00%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.58%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.26%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.28%
S

SBI Aggressive Hybrid Fund(G)-Direct Plan

+12.37%

FAQs

UTI Aggressive Hybrid Fund(G)-Direct Plan is a part of UTI Asset Management Company Private Limited, it was incepted on 01 Jan 2013. This fund is managed by V. Srivatsa and Jaydeep Bhowal. It is a Hybrid type of fund.

The current NAV of UTI Aggressive Hybrid Fund(G)-Direct Plan is ₹434.53 (as of 09 Sep 2026).

UTI Aggressive Hybrid Fund(G)-Direct Plan has delivered 0.79% in 1 year, 10.44% in 3 years, and 11.08% in 5 years (annualised).

The minimum SIP amount for UTI Aggressive Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of UTI Aggressive Hybrid Fund(G)-Direct Plan is 1.23%.

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