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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Aggressive Hybrid Fund - Regular Plan
|
Very High
|
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1.87 |
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|
Very High
|
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1.52 |
||||
|
Very High
|
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1.75 |
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|
Very High
|
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1.73 |
||||
|
Very High
|
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1.83 |
₹6,663 Cr
1.00 (365)
1,000
--
500
6
About UTI Aggressive Hybrid Fund - Regular Plan
UTI Aggressive Hybrid Fund - Regular Plan is a hybrid mutual fund scheme of UTI Mutual Fund. Launched on March 20, 1995, it is currently managed by V Srivatsa and Jaydeep Bhowal. The fund has an expense ratio of 1.87% with an overall AUM (Assets Under Management) of ₹6,663 Cr.
UTI Aggressive Hybrid Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Aggressive Hybrid Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Aggressive Hybrid Fund - Regular Plan can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of UTI Aggressive Hybrid Fund - Regular Plan, is ₹395.1881 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.48 06/10/2035 |
2.24
|
|
GOI Sec 7.24 18/08/2055 |
2.22
|
|
GOI Sec 6.28 14/07/2032 |
1.21
|
|
Small Industries Devp. Bank of India Ltd SR VII Bonds/NCD 7.42 12/03/2029 |
1.13
|
|
Nexus Select Trust |
0.93
|
Over the past five years, UTI Aggressive Hybrid Fund - Regular Plan has delivered an annualised return of 14.09% as of 19-Mar-2026.
The minimum investment required to start investing in UTI Aggressive Hybrid Fund - Regular Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.