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UTI Aggressive Hybrid Fund-Reg(G)

+17.3%
(3Y CAGR)
HybriddotAggressive HybriddotVery HighdotVR Rating
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VR Rating: 
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Fund Type

Scheme Details

NAV27 Dec 2024
395.9
AUM01 Nov 2024

6,107 Cr.

52 week high (NAV)26 Sep 2024
414.7
52 week low (NAV)23 Jan 2024
327.2
Inception date1995-01-02
Lock-in period

None

Minimum SIP500
Minimum Lumpsum1,000
Exit load info
1.0%
Benchmark IndexCRISIL Hybrid 35+65 - Aggressive Index

Debt Quants

Average maturity
10.5 years
Modified duration
6.5 years
Yeild to maturity
7.1%
Potential risk class
N.A
KEY RATIOSinfo
Alpha0.35
Beta1.05
Standard Deviation2.98%
Sharpe Ratio0.37

Asset Allocation

InstrumentsRatingHoldings
Instruments (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

V. Srivatsa2009-11-30 - Present
Sunil Patil

Details

UTI Aggressive Hybrid Fund-Reg(G) was launched on 1995-01-02 by UTI Mutual Fund. It is a Hybrid - Equity Oriented with an AUM of 6107crore. The latest NAV is 395.88, as of 2024-12-27. The UTI Aggressive Hybrid Fund-Reg(G) is rated as 4. The minimum SIP amount for the UTI Aggressive Hybrid Fund-Reg(G) is 500 and the minimum lumpsum amount is 1000.
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Frequently Asked Questions

To invest a lumpsum amount in UTI Aggressive Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Aggressive Hybrid Fund-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in UTI Aggressive Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select UTI Aggressive Hybrid Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in UTI Aggressive Hybrid Fund-Reg(G).

It will take up to one trading day for the invested UTI Aggressive Hybrid Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in UTI Aggressive Hybrid Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.