UTI Mutual Fund – International Markets Value Circle (IMVC)

UTI Aggressive Hybrid Fund: 34.41% returns, performance analysis and top holdings

Aman — Sat, 17 Aug 2024 09:04:48 +0000

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.

UTI Nifty 50 Index Fund: 27.9% returns, performance analysis and top holdings

Aman — Sat, 17 Aug 2024 07:05:28 +0000

UTI Mutual Fund offers a Large Cap Index mutual fund scheme called UTI Nifty 50 Index Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Nifty 50 Index Fund Direct-Growth has assets under management (AUM) of ₹19,357 Crores, making it a medium-sized fund in its class.

The majority of the fund’s money is invested in the financial, energy, technology, consumer staples and automotive sectors. It has less exposure to the financial and energy industries than other funds in the category.

UTI Nifty 50 Index Fund Performance

The past year’s direct growth returns on the UTI Nifty 50 Index Fund were 27.24%. It has generated 13.88% average yearly returns since its launch. Every four years, the fund doubles the amount invested in it.

The UTI Nifty 50 Index Fund Direct-Growth scheme can often generate returns, which is comparable to other funds in its category. Its capacity to manage losses in a declining market is below average.

UTI Nifty 50 Index Fund Returns

Period	UTI Nifty 50 Index Fund	Category average
1 month	-0.85%	-0.34%
3 months	9.8%	9.48%
6 months	11.67%	15.27%
1 year	27.9%	42.07%
3 years	14.98%	17.45%
5 years	18.33%	19.23%

UTI Nifty 50 Index Fund Top 5 Holdings

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	11.91%
Reliance Industries Ltd.	Energy	Equity	9.95%
ICICI Bank Ltd.	Financial	Equity	7.93%
Infosys Ltd.	Technology	Equity	5.32%
Larsen & Toubro Ltd.	Construction	Equity	3.90%

UTI Nifty 50 Index Fund Suitability

If you plan to invest for 5years or longer, you may expect gains that outperform both the inflation rate and the returns on fixed-income options. However, you can expect your investment value to fluctuate along the way.