The UTI Mutual Fund offers an aggressive hybrid mutual fund scheme called UTI Aggressive Hybrid Fund Direct Fund-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Aggressive Hybrid Fund Direct Fund-Growth has assets under management (AUM) of ₹6,064 Crores, making it a medium-sized fund in its class.
The fund’s equity investments are mainly focused on the Financial, Technology, Energy, Healthcare and Consumer Staples sectors. It has less exposure to the financial and technology industries than other funds in the category.
UTI Aggressive Hybrid Fund Performance
UTI Aggressive Hybrid Fund Direct Fund-Growth returns for the last year were 34.04%. Since its launch, it has generated an average annual returns of 14.33%. Every four years, the fund doubles the money invested.
The UTI Aggressive Hybrid Fund Direct Fund-Growth scheme can often deliver returns that are similar to other funds in its category. Its capacity to manage losses in a declining market is above average.
UTI Aggressive Hybrid Fund Returns
| Period | UTI Aggressive Hybrid Fund | Category average |
|---|---|---|
| 1 month | 0.03% | 0.42% |
| 3 months | 10.58% | 9.05% |
| 6 months | 15.81% | 14.46% |
| 1 year | 34.41% | 32.62% |
| 3 years | 18.87% | 16.85% |
| 5 years | 20.52% | 19.66% |
UTI Aggressive Hybrid Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 6.97% |
|
GOI
|
Sovereign | GOI Sec | 5.19% |
|
ICICI Bank Ltd.
|
Financial | Equity | 5.15% |
|
Reliance Industries Ltd.
|
Energy | Equity | 3.46% |
|
Infosys Ltd.
|
Technology | Equity | 3.14% |
UTI Aggressive Hybrid Fund Suitability
If you choose to invest for five years or longer, you can expect profits that outperform both inflation and fixed-income returns. However, you can expect your investment value to fluctuate along the way.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.