₹ 5,487.53 Cr
1.94%
CRISIL Hybrid 35+65 Aggressive Index
INF789F01323
1000.0
1000.0
500
V Srivatsa, Sunil Madhukar Patil
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
UTI Aggressive Hybrid Fund - Regular Plan - Growth | 32.81 | 17.94 | 16.23 |
Benchmark | - | - | - |
Equity
Debt
Others
An open-ended balanced fund investing between 40% to 75% in equity/equity related securities and the balance in debt (fixed income securities) with a view to generate regular income together with capital appreciation.
Company | Holdings (%) |
---|---|
HDFC Bank Ltd. | 7.12 |
7.18% GOI 24/07/2037 | 6.62 |
ICICI Bank Ltd. | 6.15 |
Reliance Industries Ltd. | 3.91 |
ITC Ltd. | 3.15 |
Infosys Ltd. | 3.04 |
Larsen & Toubro Ltd. | 2.65 |
Mahindra & Mahindra Ltd. | 2.44 |
7.41% GOI 19/12/2036 | 2.31 |
7.1% GOI 08/04/2034 | 2.27 |
Sector | Holdings (%) |
---|---|
Financial | 33.07 |
Sovereign | 14.25 |
Energy | 8.73 |
Automobile | 6.29 |
Healthcare | 6.01 |
Technology | 5.34 |
Construction | 4.54 |
Consumer Staples | 4.26 |
Others | 3.89 |
Communication | 2.96 |
Scheme Name | 5Y (%) |
---|---|
UTI Aggressive Hybrid Fund Reg Gr | 16.23 |
JM Aggressive Hybrid Gr | 19.94 |
Bank of India Mid & Small Cap Equity & Debt Reg Gr | 22.41 |
Quant Absolute Fund Gr | 24.76 |
ICICI Pru Equity & Debt Gr | 20.78 |
Shriram Aggressive Hybrid Equity Gr | 13.19 |
Invesco India Aggressive Hybrid Reg Gr | 14.0 |
HSBC Aggressive Hybrid Fund Reg Gr | 14.08 |
Edelweiss Aggr Hybrid Plan B Gr | 17.24 |
Edelweiss Aggr Hybrid Reg Gr | 17.18 |