UTI Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation10.8%
Sharpe Ratio0.13
Beta1.04
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services6.82%
ICICI Bank LtdFinancial Services5.41%
7.23% Govt Stock 2039Utilities3.73%
6.92% Govt Stock 2039Utilities3.48%
Infosys LtdTechnology3.30%
ITC LtdConsumers2.68%
Reliance Industries LtdEnergy & Infra2.52%
7.18% Govt Stock 2037Utilities2.30%
Vedanta LtdCapital Goods2.01%
InterGlobe Aviation LtdCapital Goods1.97%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.87%
Regulatory & Tax Information
INF789F01315
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)