UTI Aggressive Hybrid Fund Direct Growth
- Fund size
- ₹6,510 Cr
- Launched
- 2 Jan 2013
- Volatility (3Y)
- 9.9%
- Worst fall (5Y)
- -12.3%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -3.89% | Absolute |
| 6 months | +2.55% | Absolute |
| 1 year | -2.16% | CAGR |
| 3 years | +9.80% | CAGR |
| 5 years | +9.95% | CAGR |
| 10 years | +11.20% | CAGR |
| Since launch | +12.05% | CAGR · from 2 Jan 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹3,71,929
- XIRR
- +2.23%
- Invested
- ₹6,00,000
- Value today
- ₹7,41,620
- XIRR
- +8.65%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 127 holdings · top 10 = 34.5%| Company | Sector | Weight |
|---|---|---|
| HDFC Bank | Financial Services | 5.79% |
| ICICI Bank | Financial Services | 5.72% |
| Reliance Industries | Energy | 3.95% |
| Infosys | IT | 3.81% |
| Larsen & Toubro | Industrials | 3.12% |
| State Bank of India | Financial Services | 3.08% |
| Bharti Airtel | Telecom | 2.45% |
| ITC | Consumer Staples | 2.34% |
| Government Securities | Debt | 2.22% |
| Government Securities | Debt | 2.03% |
| Shriram Finance | Financial Services | 1.84% |
| Power Grid Corporation of India | Utilities | 1.62% |
| Mahindra & Mahindra | Automobiles | 1.56% |
| Hero MotoCorp | Automobiles | 1.45% |
| Life Insurance Corporation Of India | Financial Services | 1.41% |
About this fund
An aggressive hybrid fund keeps 65–80% in equities and 20–35% in debt, cushioning some equity volatility.
SEBI category: Hybrid Scheme - Aggressive Hybrid Fund · ISIN INF789F01SK9
Other aggressive hybrid funds
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Kotak Aggressive Hybrid Fund+12.21% 3Y
Nippon India Aggressive Hybrid Fund+9.73% 3YEEdelweiss Aggressive Hybrid Fund+12.31% 3YMMMahindra Manulife Aggressive Hybrid Fund+10.74% 3Y
quant Aggressive Hybrid Fund+13.11% 3YBBandhan Aggressive Hybrid Fund+13.68% 3YIs this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.