UTI Aggressive Hybrid Fund - Regular Plan - IDCW

UTI Aggressive Hybrid Fund - Regular Plan - IDCW is a fund scheme from UTI mutual fund. It falls under a Aggressive category. After being launched on 1995-04-03. UTI Aggressive Hybrid Fund - Regular Plan - IDCW has achieved Rs 5956.36 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.89%.

• Investing Strategy:

  The primary objective of the scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

• Performance:

  UTI Aggressive Hybrid Fund - Regular Plan - IDCW trailing returns over different times are 1.73% (1 year), 10.19% (3 year), 15.61% (5 year). The average annual return of this fund stands at 1.73%

• Fund Manager & Portfolio Allocation:

  V Srivatsa, Sunil Madhukar Patil are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Automobiles, Pharmaceuticals & Biotechnology, Telecom - Services, Sectors. First five holdings of this fund are HDFC BANK LIMITED EQ NEW FV RE. 1/-, ICICI BANK LIMITED EQ NEW FV RS. 2/-, INFOSYS LIMITED EQ FV RS 5, ITC LIMITED EQ NEW FV RE.1/-, VEDANTA LIMITED EQ NEW RS.1/-, 7.23% GSEC MAT- 15/04/2039, 07.18% GSEC MAT -24/07/2037, 6.92% G SEC MAT- 18/11/39, 07.32% GSEC MAT -13/11/2030, 6.79% GOVT BONDS - 07/10/2034 Companies.