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UTI Aggressive Hybrid Fund- Regular Plan - Growth

  • Hybrid
  • Aggressive
  • Very High
  • Current NAV

    ₹348.67 0.8164%

    23-04-2024
  • Annual Returns

    32.6%

  • Min. SIP ₹500

    Min. Investment ₹1000

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  • Equity 70.27%
  • Debt 26.33%
  • Others 3.39%

Market Cap

Allocation
Large Cap 44.52
Mid Cap 16.73
Small Cap 6.86
Others 2.16

Sector Allocation

Financial

Energy

Automobile

Technology

Healthcare

Construction

Consumer Staples

Communication

Services

Metals & Mining

Textiles

Chemicals

Materials

Insurance

Consumer Discretionary

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.8) 6.68% 19.39 -9.97%
ICICI Bank Ltd. Large Cap Financial (24.8) 5.75% 18.03 23.2%
Reliance Industries Ltd. Large Cap Energy (40.15) 4.29% 28.23 24.29%
Infosys Ltd. Large Cap Technology (31.53) 4.02% 22.78 17.32%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 3.14% 40.14 63.07%
Mahindra & Mahindra Ltd. Large Cap Automobile (45.37) 2.76% 23.08 70.68%
ITC Ltd. Large Cap Consumer Staples (28.14) 2.52% 26.11 5.08%
Axis Bank Ltd. Large Cap Financial (24.43) 2.1% 28.68 29.81%
Indusind Bank Ltd. Large Cap Financial (24.8) 1.86% 13.22 32%
HCL Technologies Ltd. Large Cap Technology (31.53) 1.82% 25.66 41.51%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 1.77% 4.14 210.47%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.65% 92.59 76.31%
GAIL (India) Ltd. Large Cap Energy (23.83) 1.58% 16.27 84.52%
Interglobe Aviation Ltd. Large Cap Services (120.08) 1.34% 19.9 86.58%
State Bank of India Large Cap Financial (16.11) 1.29% 10.64 42.51%
Oracle Financial Services Software Ltd. Mid Cap Technology (31.53) 1.24% 29.71 121.37%
Hero Motocorp Ltd. Mid Cap Automobile (37.8) 1.18% 24.03 76.64%
Bajaj Auto Ltd. Large Cap Automobile (37.8) 1.05% 31.8 103.75%
Aditya Birla Capital Ltd. Mid Cap Financial (32.53) 1% 20.79 36.72%
The Phoenix Mills Ltd. Mid Cap Construction (117.78) 1% 55.26 134.86%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.97% 38.75 29.66%
Cipla Ltd. Large Cap Healthcare (54.69) 0.92% 29.4 47.4%
The Great Eastern Shipping Company Ltd. Small Cap Energy (5.53) 0.88% 6.03 60.52%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 0.85% 20.64 -6.8%
Raymond Ltd. Small Cap Textiles (31.91) 0.85% 8.59 38.57%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.69) 0.82% 23.05 85.58%
Nippon Life India Asset Management Ltd. Mid Cap Financial (38.32) 0.81% 37.03 138.57%
Oil India Ltd. Mid Cap Energy (9.19) 0.78% 10.82 130.9%
Zydus Lifesciences Ltd. Mid Cap Healthcare (54.69) 0.77% 32.45 85.37%
Shriram Finance Ltd Large Cap Financial (20.08) 0.77% 13.74 78.77%
Ajanta Pharma Ltd. Mid Cap Healthcare (54.69) 0.76% 36.51 64.59%
GR Infraprojects Ltd. Small Cap Construction (19.11) 0.74% 11.13 36.45%
The Federal Bank Ltd. Mid Cap Financial (24.8) 0.72% 9.69 17.33%
Gland Pharma Ltd. Mid Cap Healthcare (54.69) 0.7% 44.64 36.22%
Dalmia Bharat Ltd. Mid Cap Materials (57.69) 0.69% 33.42 2%
Max Financial Services Ltd. Mid Cap Financial (25.04) 0.66% 84.92 69.66%
Fortis Healthcare Ltd. Mid Cap Healthcare (89.89) 0.63% 60.72 67.36%
Marksans Pharma Ltd. Small Cap Healthcare (54.69) 0.61% 24.19 116.47%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 0.59% 10.88 109.86%
Indian Bank Mid Cap Financial (16.11) 0.58% 8.97 68.78%
Emami Ltd. Small Cap Consumer Staples (59.04) 0.55% 26.74 21.18%
S.P. Apparels Ltd. Small Cap Textiles (47.3) 0.54% 17.91 70.89%
GHCL Ltd. Small Cap Chemicals (12.67) 0.53% 5.54 7.09%
Mahindra Holidays & Resorts India Ltd. Small Cap Services (67.99) 0.5% 93.8 38.65%
Sundaram Finance Ltd. Mid Cap Financial (32.53) 0.49% 31.99 97.67%
Indo Count Industries Ltd. Small Cap Textiles (29.71) 0.48% 22.28 186.22%
Jindal Stainless Ltd. Mid Cap Metals & Mining (28.76) 0.48% 21.05 131.64%
Caplin Point Laboratories Ltd. Small Cap Healthcare (54.69) 0.47% 23.27 100.35%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 0.47% 18.4 18.6%
Biocon Ltd. Mid Cap Healthcare (54.69) 0.47% 28.06 22.72%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (42.61) 0.42% 0 -4.71%
Indraprastha Gas Ltd. Mid Cap Energy (31.8) 0.4% 16.11 -7.91%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (82.47) 0.39% 45.81 4.33%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication (98.44) 0.39% 9.63 68%
NIIT Learning Systems Ltd. Small Cap Services (68.83) 0.21% 32.38 0%
Indus Towers Ltd. Mid Cap Communication (53.54) 0.14% 17.41 158.87%
GHCL Textiles Ltd. Small Cap Textiles (41.82) 0.11% 0 0%
Escorts Kubota Ltd. Mid Cap Automobile (63.78) 0.08% 35.04 65.2%
Life Insurance Corporation of India Large Cap Insurance (25.04) 0.01% 15.46 79.76%

Market Cap

Allocation
Others 26.33

Sector Allocation

Sovereign

Financial

Capital Goods

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 24/07/2037 Sovereign 5.27% 0%
7.26% GOI 06/02/2033 Sovereign 4.82% 0%
7.41% GOI 19/12/2036 Sovereign 2.44% 0%
7.3% GOI 19/06/2053 Sovereign 1.45% 0%
7.18% GOI 14/08/2033 Sovereign 1.19% 0%
7.97% HDFC Bank Ltd. 17/02/2033 Financial 0.97% 0%
7.69% REC Ltd. 31/03/2033 Financial 0.96% 0%
7.46% REC Ltd. 30/06/2028 Financial 0.95% 0%
8.5% Canara Bank Financial 0.76% 0%
9.25% Shriram Finance Ltd 19/12/2025 Financial 0.57% 0%
8.3% Mahindra & Mahindra Financial Services Ltd. 23/03/2026 Financial 0.48% 0%
7.64% Power Finance Corporation Ltd. 22/02/2033 Financial 0.48% 0%
7.57% Indian Railway Finance Corporation Ltd. 18/04/2029 Financial 0.48% 0%
7.83% Small Industries Devp. Bank of India Ltd. 24/11/2028 Financial 0.48% 0%
7.86% HDFC Bank Ltd. 02/12/2032 Financial 0.48% 0%
7.42% Union Bank of India 16/09/2030 Financial 0.48% 0%
7.77% Power Finance Corporation Ltd. 15/04/2028 Financial 0.48% 0%
7.9% Jamnagar Utilities and Power Pvt. Ltd. 10/08/2028 Capital Goods 0.48% 0%
7.68% National Bank For Agriculture & Rural Development 30/04/2029 Financial 0.48% 0%
7.15% Tata Motors Finance Ltd. 25/06/2024 Financial 0.47% 0%
National Bank For Financing Infrastructure And Development% 16/06/2033 Financial 0.47% 0%
7.99% HDB Financial Services Ltd. 16/03/2026 Financial 0.47% 0%
7.9% LIC Housing Finance Ltd. 23/06/2027 Financial 0.38% 0%
7.75% State Bank of India Financial 0.19% 0%
6.75% Piramal Capital & Housing Finance Ltd. 26/09/2031 Financial 0.16% 0%
Reserve Bank of India% 364-D 07/03/2024 Financial 0.13% 0%
Reserve Bank of India% 364-D 06/02/2025 Financial 0.12% 0%
7.24% Tamilnadu State 28/06/2027 Others 0.1% 0%
Clearing Corporation of India Others 0.06% 0%
6.97% Maharashtra State 18/02/2028 Others 0.04% 0%
7.44% Power Finance Corporation Ltd. 11/06/2027 Financial 0.02% 0%
7.04% GOI 17/06/2027 Sovereign 0.01% 0%
7.51% Maharashtra State 24/05/2027 Others 0.01% 0%

Market Cap

Allocation
Others 3.39

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.39% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for UTI Aggressive Hybrid Fund?

The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., Larsen & Toubro Ltd.

Top 5 Sector for UTI Aggressive Hybrid Fund?

The major sectors of this fund are Financial, Energy, Automobile, Technology, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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