Uti Aggressive Hybrid Fund Idcw Direct Plan

Risk: Very High
₹ 50.34
NAV (Jul 26,2024)

The UTI Aggressive Hybrid Fund - IDCW - Direct Plan is a popular investment option with an expense ratio of 1.29%. With a PE ratio of 27.22 and a PB ratio of 4.02, this fund offers potential for growth. It has an established date of 2013-01-01 and a minimum investment requirement of INR 5,000. This fund is an ideal choice for investors looking for aggressive growth in their portfolio.

Uti Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Uti Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    27.22
  • P/B Ratio
    UM_URBAN_MONEY

    4.02
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    1.08
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.29%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 5215.37 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,095.24 (10.95%)₹ 11,870.63 (18.71%)₹ 13,375.29 (33.75%)₹ 17,073.84 (70.74%)₹ 24,502.84 (145.03%)
₹ 30,000₹ 33,285.72 (10.95%)₹ 35,611.89 (18.71%)₹ 40,125.87 (33.75%)₹ 51,221.52 (70.74%)₹ 73,508.52 (145.03%)
₹ 50,000₹ 55,476.2 (10.95%)₹ 59,353.15 (18.71%)₹ 66,876.45 (33.75%)₹ 85,369.2 (70.74%)₹ 1,22,514.2 (145.03%)
₹ 80,000₹ 88,761.92 (10.95%)₹ 94,965.04 (18.71%)₹ 1,07,002.32 (33.75%)₹ 1,36,590.72 (70.74%)₹ 1,96,022.72 (145.03%)
₹ 1,00,000₹ 1,10,952.4 (10.95%)₹ 1,18,706.3 (18.71%)₹ 1,33,752.9 (33.75%)₹ 1,70,738.4 (70.74%)₹ 2,45,028.4 (145.03%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GSEC MAT11.21%
  • EQ HDFC BANK LIMITED7.43%
  • EQ ICICI BANK LTD5.32%
  • EQ RELIANCE INDUSTRIES LTD4.47%
  • EQ INFOSYS LTD4.30%
  • EQ LARSEN & TOUBRO LTD3.42%
  • EQ ITC LTD2.88%
  • EQ MAHINDRA & MAHINDRA LTD2.48%
  • GS MAT2.43%
  • NCD POWER FINANCE CORPORATION LTD2.20%
  • EQ INDUSIND BANK2.02%
  • EQ AXIS BANK LTD1.93%
  • NCD REC LTD1.91%
  • NET CURRENT ASSETS1.87%
  • EQ HCL TECHNOLOGIES LTD1.85%
  • EQ TATA MOTORS DVR1.63%
  • EQ STATE BANK OF INDIA1.61%
  • EQ GAIL INDIA LTD1.59%
  • EQ HINDALCO INDUSTRIES LTD1.54%
  • EQ BHARTI AIRTEL LTD1.36%
  • EQ INTERGLOBE AVIATION LTD1.27%
  • EQ HERO MOTOCORP LTD1.21%
  • EQ BAJAJ AUTO LTD1.08%
  • NCD HDFC BANK LTD0.97%
  • EQ TATA STEEL LTD0.93%
  • EQ NMDC LTD0.93%
  • EQ PHOENIX MILLS LTD0.90%
  • EQ GLAND PHARMA LTD0.84%
  • EQ AJANTA PHARMA LTD0.79%
  • EQ CIPLA LTD0.78%
  • EQ AUROBINDO PHARMA LTD0.78%
  • NCD CANARA BANK BASELAT0.76%
  • EQ APOLLO TYRES LTD0.76%
  • EQ ORACLE FINANCIAL SERVICES SOFT0.76%
  • EQ EMAMI LTD0.73%
  • EQ DALMIA BHARAT LTD0.72%
  • EQ NIPPON LIFE INDIA ASSET MANAGE0.70%
  • EQ FORTIS HEALTHCARE LTD0.68%
  • EQ RAYMOND LIMITED0.68%
  • EQ FEDERAL BANK LTD0.67%
  • EQ G R INFRAPROJECTS LTD0.66%
  • EQ SHRIRAM FINANCE LTD0.65%
  • EQ MAX FINANCIAL SERVICES LTD0.65%
  • EQ MARKSANS PHARMA LTD0.64%
  • EQ OIL INDIA LTD0.62%
  • EQ GHCL LTD0.60%
  • NCD SHRIRAM FINANCE LTD0.58%
  • EQ ZYDUS LIFESCIENCES LTD0.56%
  • NCD SUMMIT DIGITEL INFRASTRUCTURE LTD0.56%
  • TN SDL MAT0.56%
  • EQ COROMANDEL INTERNATIONAL LTD0.55%
  • EQ S P APPARELS LTD0.55%
  • EQ ADITYA BIRLA CAPITAL LTD0.52%
  • EQ BALKRISHNA INDUSTRIES LTD0.49%
  • EQ ENDURANCE TECHNOLOGIES LTD0.49%
  • EQ BIOCON LTD0.49%
  • NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA0.48%
  • NCD MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD0.48%
  • NCD JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED0.48%
  • NCD HDFC BANK LTD BASELT0.48%
  • NCD HDB FINANCIAL SERVICES LTD0.48%
  • NCD TATA MOTORS FINANCE LTD0.48%
  • NCD UNION BANK OF INDIA BASELT0.47%
  • NCD NATIONAL BANK FOR FINANCING INFRASTRUTURE & DEVELOPMENT0.47%
  • EQ INDIAN BANK0.47%
  • EQ MAHINDRA HOLIDAYS & RESORTS IN0.46%
  • EQ PRESTIGE ESTATES PROJECTS LTD0.45%
  • EQ ZEE ENTERTAINMENT ENTERPRISES0.44%
  • EQ GREAT EASTERN SHIPPING CO LTD0.44%
  • EQ MPHASIS LTD0.43%
  • EQ CROMPTON GREAVES CONSUMER ELEC0.42%
  • EQ SUNDARAM FINANCE LTD0.41%
  • EQ STAR HEALTH & ALLIED INSURANCE0.40%
  • EQ INDRAPRASTHA GAS LTD0.40%
  • EQ INDO COUNT INDUSTRIES LTD0.39%
  • NCD LIC HOUSING FINANCE LTD0.38%
  • EQ CAPLIN POINT LABORATORIES LTD0.33%
  • EQ HDFC ASSET MANAGEMENT COMPANY0.20%
  • NCD STATE BANK OF INDIA BASELAT0.19%
  • EQ RTS PP BHARTI AIRTEL LTD0.18%
  • NCD PIRAMAL CAPITAL AND HOUSING FINANCE LIMITED0.16%
  • DAYS T BILL0.13%
  • STOCK HOLDING CORPN OF INDIA LTD STD MARGIN0.10%
  • EQ GHCL TEXTILES LTD0.09%
  • D TBILL MAT0.05%
  • MH SDL MAT0.05%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.04%
  • GS C STRIP MAT0.01%
  • EQ LIC OF INDIA0.01%
  • NCD YES BANK LTD BASELAT0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

19.39%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.38%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

16.81%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.21%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

12.32%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

12.24%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.83%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

9.90%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.40%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.03%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

31.53%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

26.13%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

25.28%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

23.51%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

21.15%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

20.91%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

13.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

25.71%

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

22.58%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

13.32%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

9.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

21.88%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

16.84%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.43%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.19%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

15.82%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

HSBC Aggressive Hybrid Fund - Regular Plan - GrowthHSBC Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.08%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

12.96%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

12.21%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

11.36%

Show all Funds

Fund Managers

VS

Mr. V. SrivatsaFund Manager (Offshore

He has 3 years of experience in the Equity Securities Research handling variety of sectors. Last two years in the fund management as fund manager for offshore funds. He is looking after fund management of Hybrid Schemes as an adhoc arrangement and reports to Head of Fixed Income.

SP

Shri Sunil PatilFund Manager

Shri Sunil Patil joined UTI AMC in October 1989.He has 16 years of experience in Primary Market Investment and Dealing and 7 years of experience in Fund Management.

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Compare with similar Funds

UTI Aggressive Hybrid Fund - IDCW - Direct Plan

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UTI Aggressive Hybrid Fund - IDCW - Direct Plan

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FAQ's

What is the risk level associated with the UTI Aggressive Hybrid Fund - IDCW - Direct Plan?

The UTI Aggressive Hybrid Fund - IDCW - Direct Plan is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the UTI Aggressive Hybrid Fund - IDCW - Direct Plan as of Jul 26,2024?

The current NAV of the UTI Aggressive Hybrid Fund - IDCW - Direct Plan as of Jul 26,2024 is INR 50.34.

What are the returns generated by the UTI Aggressive Hybrid Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The UTI Aggressive Hybrid Fund - IDCW - Direct Plan has delivered impressive returns of 29.07% over the past year, 19.17% over the past 3 years, and 16.23% over the past 5 years.

What is the expense ratio associated with the UTI Aggressive Hybrid Fund - IDCW - Direct Plan?

The UTI Aggressive Hybrid Fund - IDCW - Direct Plan has a expense ratio of 1.29%.

What is the minimum investment amount required for the UTI Aggressive Hybrid Fund - IDCW - Direct Plan?

The minimum investment amount for the UTI Aggressive Hybrid Fund - IDCW - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the UTI Aggressive Hybrid Fund - IDCW - Direct Plan?

Yes, the UTI Aggressive Hybrid Fund - IDCW - Direct Plan offers SIP with a minimum investment of INR 5000 per month.

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