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Snapshot
Snapshot
UTI-Aggressive Hybrid Fund (IDCW)
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Summary
Fund Name : UTI Mutual Fund
Scheme Name : UTI-Aggressive Hybrid Fund (IDCW)
AMC : UTI Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 02-Jan-95
Fund Manager : V Srivatsa
Net Assets:(Rs. cr) 6654.14
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 9 % NA
Date 13-Nov-25 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 2.42 1.19 2.24 5.79 8.34 23.19 18.87 12.65
Category Avg 0.75 -1.09 0.87 4.33 9.10 14.37 12.50 12.55
Category Best 2.79 3.49 10.78 20.62 26.96 25.80 28.43 33.38
Category Worst -2.16 -5.10 -9.52 -6.86 -6.41 4.78 3.59 2.17
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7060 3.9595 1.1995 12.0850 0.0210
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 5.63
ICICI Bank 4.52
Infosys 4.11
Reliance Industr 2.80
Larsen & Toubro 2.44
Vedanta 2.38
ITC 2.37
Wipro 2.08
SBI 1.82
Indus Towers 1.68
Power Grid Corpn 1.66
Shriram Finance 1.65
HCL Technologies 1.63
M & M 1.54
Maruti Suzuki 1.37
Bharti Airtel 1.08
NIIT Learning 0.98
Aurobindo Pharma 0.97
Grasim Inds 0.94
Life Insurance 0.94
Interglobe Aviat 0.94
B P C L 0.90
GE Shipping Co 0.83
Sundaram Finance 0.83
Coal India 0.83
Glenmark Pharma. 0.82
Oil India 0.81
Federal Bank 0.80
Ajanta Pharma 0.80
Aditya Birla Cap 0.80
IndusInd Bank 0.77
G R Infraproject 0.77
Emami 0.76
Caplin Point Lab 0.74
Nippon Life Ind. 0.73
JK Paper 0.72
Max Financial 0.67
Hero Motocorp 0.67
Phoenix Mills 0.64
Petronet LNG 0.62
Crompton Gr. Con 0.62
Bharti Airtel PP 0.57
Indiamart Inter. 0.55
Mahindra Holiday 0.55
GHCL 0.55
Marksans Pharma 0.55
Mphasis 0.54
Biocon 0.51
Motil.Oswal.Fin. 0.49
Indian Bank 0.48
Tips Music 0.47
Raymond Lifestyl 0.47
Tata Motors 0.44
DCM Shriram 0.42
Colgate-Palmoliv 0.41
S P Apparels 0.40
Indo Count Inds. 0.39
UPL 0.38
ICICI Pru Life 0.37
Shivalik Bimetal 0.31
Rossari Biotech 0.31
General Insuranc 0.26
Bajaj Auto 0.14
VRL Logistics 0.12
I R F C 1.50
S I D B I 1.47
HDFC Bank 0.77
Power Fin.Corpn. 0.76
Bajaj Finance 0.74
Aditya Birla Cap 0.67
Axis Finance 0.60
Aditya Birla Hsg 0.38
N A B A R D 0.38
LIC Housing Fin. 0.38
Poonawalla Fin 0.37
E X I M Bank 0.37
Jio Credit 0.37
Torrent Pharma. 0.22
Pirmal Finance 0.12
Yes Bank 0.00
GSEC2030 1.87
GSEC2035 6.48 1.87
GSEC2055 7.24 1.85
GSEC2040 6.68 1.81
GSEC2037 1.23
GSEC2032 6.28 1.20
GSEC2035 0.73
ANDHRA PRADESH 2036 0.71
MAHARASHTRA 2037 0.48
ANDHRA PRADESH 2034 6.96 0.37
Rajasthan 2035 7.32 0.37
Rajasthan 2035 7.23 0.37
MAHARASHTRA 2047 7.12 0.36
Chhattisgarh 2037 0.19
KERALA 2043 0.04
MAHARASHTRA 2040 0.01
GSEC2027 0.01
Rajasthan 2039 0.00
Axis Bank 0.12
C C I 0.01
INDIA UNIVERSAL TRUST AL1 - SERIES-A2 0.30
Net CA & Others 1.70
UTI-Nifty 5 yr Benchmark G-Sec ETF 0.04
UTI-Nifty 10 yr Benchmark G-Sec ETF 0.04
S I D B I 1.05
N A B A R D 0.70
HDFC Bank 0.70
Canara Bank 0.35
E X I M Bank 0.35
Knowledge Realty 0.81
Nexus Select 0.80
Mindspace Busine 0.60
Indus Inf. Trust 0.82
IRB InvIT Fund 0.64
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