UTI Aggressive Hybrid
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.7%
Maximum Drawdown-11.4% | Oct 2024
Sharpe Ratio-0.49
Beta1.01
Upside Capture109%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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 Services6.02%
ICICI Bank LtdFinancial Services5.42%
Reliance Industries LtdEnergy & Infra3.93%
Infosys LtdTechnology3.55%
Net Current AssetsUtilities3.17%
Larsen & Toubro LtdCapital Goods3.02%
State Bank of IndiaFinancial Services2.90%
ITC LtdConsumers2.59%
6.9% Govt Stock 2065Utilities2.45%
7.24% Govt Stock 2055Utilities2.37%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.89%
Exit Load1%
Regulatory & Tax Information
INF789F01323
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)