Home Mf Research Uti Aggressive Hybrid Fund Regular Plan

UTI Aggressive Hybrid Fund - Regular Plan

Hybrid Hybrid Aggressive Hybrid

Fund House : UTI MUTUAL FUND

Overview

Returns

Portfolio

Analysis

Peer Comparison

Fund Family

Scheme Details

NAV (as on 2025-06-18)

42.87 -0.14%

Fund Size (Total Assets)

Expense Ratio (Regular)

Expense Ratio (Direct)

SIP Returns

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Abs. Returns
One Week	2025-06-11	₹1,000.00	₹990.30	-0.97 %
Two Week	2025-06-03	₹1,000.00	₹1,006.88	0.69 %
One Month	2025-05-19	₹1,000.00	₹979.17	-2.08 %
Three Months	2025-03-20	₹3,000.00	₹3,025.79	0.86 %
Six Months	2024-12-20	₹6,000.00	₹6,028.16	0.47 %
One Year	2024-06-18	₹12,000.00	₹11,770.95	-1.91 %
Three Year	2022-06-20	₹36,000.00	₹41,084.21	14.12 %
Five Year	2020-06-19	₹60,000.00	₹75,990.84	26.65 %
Ten Year	2015-06-22	₹120,000.00	₹169,704.06	41.42 %
Since Inception	1999-05-31	₹318,000.00	₹603,731.51	89.85 %

Portfolio Summary

Company Name	Sector	Sector Type	Nav(in %)
HDFC BANK LIMITED	Banks	Equity	6.99
ICICI BANK LTD	Banks	Equity	5.64
ITC LTD.	Diversified FMCG	Equity	3.02
INFOSYS LTD.	IT - Software	Equity	2.88
RELIANCE INDUSTRIES LTD.	Petroleum Products	Equity	2.33
VEDANTA LTD	Diversified Metals	Equity	1.93
INTERGLOBE AVIATION LTD	Transport Services	Equity	1.83
KOTAK MAHINDRA BANK LTD.	Banks	Equity	1.82
INDUS TOWERS LIMITED	Telecom - Services	Equity	1.82
POWER GRID CORPORATION OF INDI	Power	Equity	1.72
OIL & NATURAL GAS CORPORATION	Oil	Equity	1.62
MARUTI SUZUKI INDIA LTD.	Automobiles	Equity	1.50
MAHINDRA & MAHINDRA LTD.	Automobiles	Equity	1.43
WIPRO LIMITED	IT - Software	Equity	1.32
HCL TECHNOLOGIES LTD.	IT - Software	Equity	1.28
BHARTI AIRTEL LTD.	Telecom - Services	Equity	1.22
HDFC LIFE INSURANCE COMPANY LI	Insurance	Equity	1.17
INDUSIND BANK	Banks	Equity	1.14
SHRIRAM FINANCE LTD	Finance	Equity	1.13
LARSEN & TOUBRO LTD.	Construction	Equity	1.10
PHOENIX MILLS LTD	Realty	Equity	0.87
GREAT EASTERN SHIPPING CO. LTD	Transport Services	Equity	0.86
ADITYA BIRLA CAPITAL LTD	Finance	Equity	0.86
BAJAJ AUTO LTD.	Automobiles	Equity	0.82
DR REDDYS LABORATORIES LTD.	Pharmaceuticals & Biotechnology	Equity	0.82
EMAMI LTD.	Personal Products	Equity	0.79
INDIAN BANK	Banks	Equity	0.79
FEDERAL BANK LTD.	Banks	Equity	0.78
CAPLIN POINT LABORATORIES LTD	Pharmaceuticals & Biotechnology	Equity	0.74
NIPPON LIFE INDIA ASSET MANAGE	Capital Markets	Equity	0.74
MAX FINANCIAL SERVICES LTD.	Insurance	Equity	0.73
NMDC LTD.	Minerals & Mining	Equity	0.71
SUNDARAM FINANCE LTD.	Finance	Equity	0.71
G R INFRAPROJECTS LTD	Construction	Equity	0.67
BHARTI HEXACOM LTD	Telecom - Services	Equity	0.67
JK PAPER LTD.	Paper, Forest & Jute Products	Equity	0.66
APOLLO TYRES LTD.	Auto Components	Equity	0.66
OIL INDIA LTD.	Oil	Equity	0.66
NIIT LEARNING SYSTEMS LTD	Other Consumer Services	Equity	0.65
BHARAT PETROLEUM CORPN LTD.	Petroleum Products	Equity	0.65
GLENMARK PHARMACEUTICALS LTD.	Pharmaceuticals & Biotechnology	Equity	0.65
CROMPTON GREAVES CONSUMER ELEC	Consumer Durables	Equity	0.65
AUROBINDO PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.63
MAHINDRA HOLIDAYS & RESORTS IN	Leisure Services	Equity	0.62
AJANTA PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.61
MOTILAL OSWAL FINANCIAL SERVIC	Capital Markets	Equity	0.61
MPHASIS LTD	IT - Software	Equity	0.59
EQ (RTS-PP)BHARTI AIRTEL LTD	Telecom - Services	Equity	0.56
INDO COUNT INDUSTRIES LTD.	Textiles & Apparels	Equity	0.55
MARKSANS PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.54
RAYMOND LIFESTYLE LTD	Textiles & Apparels	Equity	0.51
COROMANDEL INTERNATIONAL LTD.	Fertilizers & Agrochemicals	Equity	0.49
GHCL LTD.	Chemicals & Petrochemicals	Equity	0.49
S.P.APPARELS LTD	Textiles & Apparels	Equity	0.47
COLGATE PALMOLIVE INDIA LTD.	Personal Products	Equity	0.46
TIPS MUSIC LIMITED	Entertainment	Equity	0.44
RAYMOND LIMITED.	Realty	Equity	0.41
ACC LTD	Cement & Cement Products	Equity	0.33
UPL LTD.	Fertilizers & Agrochemicals	Equity	0.32
SHIVALIK BIMETAL CONTROLS LTD	Industrial Products	Equity	0.28
INDIAMART INTERMESH LTD	Retailing	Equity	0.24
ROSSARI BIOTECH LTD	Chemicals & Petrochemicals	Equity	0.23
TATA MOTORS LTD.	Automobiles	Equity	0.18
LIC OF INDIA	Insurance	Equity	0.01
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	-	Debt	1.66
HDFC BANK LTD.	-	Debt	0.85
REC LTD	-	Debt	0.85
POWER FINANCE CORPORATION LTD.	-	Debt	0.02
INDIAN RAILWAY FINANCE CORPORATION LIMITED	-	Debt	0.42
LIC HOUSING FINANCE LTD.	-	Debt	0.42
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	-	Debt	0.42
UNION BANK OF INDIA BASEL3T2	-	Debt	0.41
MANKIND PHARMA LTD	-	Debt	0.17
PIRAMAL FINANCE LIMITED	-	Debt	0.13
08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A2	-	Debt	0.38
6.92% G SEC MAT- 18/11/39	-	Debt	4.26
7.23% GSEC MAT- 15/04/2039	-	Debt	4.02
07.18% GSEC MAT -24/07/2037	-	Debt	2.47
07.32% GSEC MAT -13/11/2030	-	Debt	2.07
6.79% GOVT BONDS - 07/10/2034	-	Debt	1.68
7.41% GS MAT - 19/12/2036	-	Debt	1.23
7.32% CHHATTISGARH SDL 05/03/2037	-	Debt	0.85
7.34% ANDHRA SGS MAT - 26/06/2035	-	Debt	0.77
7.10% KERALA SGS MAT - 26/03/2043	-	Debt	0.72
7.34% GSEC MAT- 22/04/2064	-	Debt	0.44
7.39% KERALA SDL MAT- 13/03/2034	-	Debt	0.43
7.10% WEST BENGAL SGS MAT -26/03/2045	-	Debt	0.42
7.08% A P SGL MAT - 26/03/2037	-	Debt	0.42
7.35%TN SGS MAT - 03/07/2034	-	Debt	0.14
MF UNITS Nifty 10 yr Benchmark G-Sec ETF	-	Debt	0.04
MF UNITS Nifty 5 yr Benchmark G-Sec ETF	-	Debt	0.04
7.19% MAHARASHTRA SDL-27/02/2040	-	Debt	0.03
GS - C STRIP MAT- 17/06/2027	-	Debt	0.01
AXIS BANK LTD. STD - MARGIN	-	-	0.13
CLEARING CORPORATION OF INDIA LTD. STD - MARGIN	-	-	0.04
NET CURRENT ASSETS	-	-	2.57
HDFC BANK LIMITED	Banks	Equity	6.99
ICICI BANK LTD	Banks	Equity	5.64
ITC LTD.	Diversified FMCG	Equity	3.02
INFOSYS LTD.	IT - Software	Equity	2.88
RELIANCE INDUSTRIES LTD.	Petroleum Products	Equity	2.33
VEDANTA LTD	Diversified Metals	Equity	1.93
INTERGLOBE AVIATION LTD	Transport Services	Equity	1.83
KOTAK MAHINDRA BANK LTD.	Banks	Equity	1.82
INDUS TOWERS LIMITED	Telecom - Services	Equity	1.82
POWER GRID CORPORATION OF INDI	Power	Equity	1.72
OIL & NATURAL GAS CORPORATION	Oil	Equity	1.62
MARUTI SUZUKI INDIA LTD.	Automobiles	Equity	1.50
MAHINDRA & MAHINDRA LTD.	Automobiles	Equity	1.43
WIPRO LIMITED	IT - Software	Equity	1.32
HCL TECHNOLOGIES LTD.	IT - Software	Equity	1.28
BHARTI AIRTEL LTD.	Telecom - Services	Equity	1.22
HDFC LIFE INSURANCE COMPANY LI	Insurance	Equity	1.17
INDUSIND BANK	Banks	Equity	1.14
SHRIRAM FINANCE LTD	Finance	Equity	1.13
LARSEN & TOUBRO LTD.	Construction	Equity	1.10
PHOENIX MILLS LTD	Realty	Equity	0.87
GREAT EASTERN SHIPPING CO. LTD	Transport Services	Equity	0.86
ADITYA BIRLA CAPITAL LTD	Finance	Equity	0.86
BAJAJ AUTO LTD.	Automobiles	Equity	0.82
DR REDDYS LABORATORIES LTD.	Pharmaceuticals & Biotechnology	Equity	0.82
EMAMI LTD.	Personal Products	Equity	0.79
INDIAN BANK	Banks	Equity	0.79
FEDERAL BANK LTD.	Banks	Equity	0.78
CAPLIN POINT LABORATORIES LTD	Pharmaceuticals & Biotechnology	Equity	0.74
NIPPON LIFE INDIA ASSET MANAGE	Capital Markets	Equity	0.74
MAX FINANCIAL SERVICES LTD.	Insurance	Equity	0.73
NMDC LTD.	Minerals & Mining	Equity	0.71
SUNDARAM FINANCE LTD.	Finance	Equity	0.71
G R INFRAPROJECTS LTD	Construction	Equity	0.67
BHARTI HEXACOM LTD	Telecom - Services	Equity	0.67
JK PAPER LTD.	Paper, Forest & Jute Products	Equity	0.66
APOLLO TYRES LTD.	Auto Components	Equity	0.66
OIL INDIA LTD.	Oil	Equity	0.66
NIIT LEARNING SYSTEMS LTD	Other Consumer Services	Equity	0.65
BHARAT PETROLEUM CORPN LTD.	Petroleum Products	Equity	0.65
GLENMARK PHARMACEUTICALS LTD.	Pharmaceuticals & Biotechnology	Equity	0.65
CROMPTON GREAVES CONSUMER ELEC	Consumer Durables	Equity	0.65
AUROBINDO PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.63
MAHINDRA HOLIDAYS & RESORTS IN	Leisure Services	Equity	0.62
AJANTA PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.61
MOTILAL OSWAL FINANCIAL SERVIC	Capital Markets	Equity	0.61
MPHASIS LTD	IT - Software	Equity	0.59
EQ (RTS-PP)BHARTI AIRTEL LTD	Telecom - Services	Equity	0.56
INDO COUNT INDUSTRIES LTD.	Textiles & Apparels	Equity	0.55
MARKSANS PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.54
RAYMOND LIFESTYLE LTD	Textiles & Apparels	Equity	0.51
COROMANDEL INTERNATIONAL LTD.	Fertilizers & Agrochemicals	Equity	0.49
GHCL LTD.	Chemicals & Petrochemicals	Equity	0.49
S.P.APPARELS LTD	Textiles & Apparels	Equity	0.47
COLGATE PALMOLIVE INDIA LTD.	Personal Products	Equity	0.46
TIPS MUSIC LIMITED	Entertainment	Equity	0.44
RAYMOND LIMITED.	Realty	Equity	0.41
ACC LTD	Cement & Cement Products	Equity	0.33
UPL LTD.	Fertilizers & Agrochemicals	Equity	0.32
SHIVALIK BIMETAL CONTROLS LTD	Industrial Products	Equity	0.28
INDIAMART INTERMESH LTD	Retailing	Equity	0.24
ROSSARI BIOTECH LTD	Chemicals & Petrochemicals	Equity	0.23
TATA MOTORS LTD.	Automobiles	Equity	0.18
LIC OF INDIA	Insurance	Equity	0.01
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	-	Debt	1.66
HDFC BANK LTD.	-	Debt	0.85
REC LTD	-	Debt	0.85
POWER FINANCE CORPORATION LTD.	-	Debt	0.02
INDIAN RAILWAY FINANCE CORPORATION LIMITED	-	Debt	0.42
LIC HOUSING FINANCE LTD.	-	Debt	0.42
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	-	Debt	0.42
UNION BANK OF INDIA BASEL3T2	-	Debt	0.41
MANKIND PHARMA LTD	-	Debt	0.17
PIRAMAL FINANCE LIMITED	-	Debt	0.13
08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A2	-	Debt	0.38
6.92% G SEC MAT- 18/11/39	-	Debt	4.26
7.23% GSEC MAT- 15/04/2039	-	Debt	4.02
07.18% GSEC MAT -24/07/2037	-	Debt	2.47
07.32% GSEC MAT -13/11/2030	-	Debt	2.07
6.79% GOVT BONDS - 07/10/2034	-	Debt	1.68
7.41% GS MAT - 19/12/2036	-	Debt	1.23
7.32% CHHATTISGARH SDL 05/03/2037	-	Debt	0.85
7.34% ANDHRA SGS MAT - 26/06/2035	-	Debt	0.77
7.10% KERALA SGS MAT - 26/03/2043	-	Debt	0.72
7.34% GSEC MAT- 22/04/2064	-	Debt	0.44
7.39% KERALA SDL MAT- 13/03/2034	-	Debt	0.43
7.10% WEST BENGAL SGS MAT -26/03/2045	-	Debt	0.42
7.08% A P SGL MAT - 26/03/2037	-	Debt	0.42
7.35%TN SGS MAT - 03/07/2034	-	Debt	0.14
MF UNITS Nifty 10 yr Benchmark G-Sec ETF	-	Debt	0.04
MF UNITS Nifty 5 yr Benchmark G-Sec ETF	-	Debt	0.04
7.19% MAHARASHTRA SDL-27/02/2040	-	Debt	0.03
GS - C STRIP MAT- 17/06/2027	-	Debt	0.01
AXIS BANK LTD. STD - MARGIN	-	-	0.13
CLEARING CORPORATION OF INDIA LTD. STD - MARGIN	-	-	0.04
NET CURRENT ASSETS	-	-	2.57
HDFC BANK LIMITED	Banks	Equity	6.99
ICICI BANK LTD	Banks	Equity	5.64
ITC LTD.	Diversified FMCG	Equity	3.02
INFOSYS LTD.	IT - Software	Equity	2.88
RELIANCE INDUSTRIES LTD.	Petroleum Products	Equity	2.33
VEDANTA LTD	Diversified Metals	Equity	1.93
INTERGLOBE AVIATION LTD	Transport Services	Equity	1.83
KOTAK MAHINDRA BANK LTD.	Banks	Equity	1.82
INDUS TOWERS LIMITED	Telecom - Services	Equity	1.82
POWER GRID CORPORATION OF INDI	Power	Equity	1.72
OIL & NATURAL GAS CORPORATION	Oil	Equity	1.62
MARUTI SUZUKI INDIA LTD.	Automobiles	Equity	1.50
MAHINDRA & MAHINDRA LTD.	Automobiles	Equity	1.43
WIPRO LIMITED	IT - Software	Equity	1.32
HCL TECHNOLOGIES LTD.	IT - Software	Equity	1.28
BHARTI AIRTEL LTD.	Telecom - Services	Equity	1.22
HDFC LIFE INSURANCE COMPANY LI	Insurance	Equity	1.17
INDUSIND BANK	Banks	Equity	1.14
SHRIRAM FINANCE LTD	Finance	Equity	1.13
LARSEN & TOUBRO LTD.	Construction	Equity	1.10
PHOENIX MILLS LTD	Realty	Equity	0.87
GREAT EASTERN SHIPPING CO. LTD	Transport Services	Equity	0.86
ADITYA BIRLA CAPITAL LTD	Finance	Equity	0.86
BAJAJ AUTO LTD.	Automobiles	Equity	0.82
DR REDDYS LABORATORIES LTD.	Pharmaceuticals & Biotechnology	Equity	0.82
EMAMI LTD.	Personal Products	Equity	0.79
INDIAN BANK	Banks	Equity	0.79
FEDERAL BANK LTD.	Banks	Equity	0.78
CAPLIN POINT LABORATORIES LTD	Pharmaceuticals & Biotechnology	Equity	0.74
NIPPON LIFE INDIA ASSET MANAGE	Capital Markets	Equity	0.74
MAX FINANCIAL SERVICES LTD.	Insurance	Equity	0.73
NMDC LTD.	Minerals & Mining	Equity	0.71
SUNDARAM FINANCE LTD.	Finance	Equity	0.71
G R INFRAPROJECTS LTD	Construction	Equity	0.67
BHARTI HEXACOM LTD	Telecom - Services	Equity	0.67
JK PAPER LTD.	Paper, Forest & Jute Products	Equity	0.66
APOLLO TYRES LTD.	Auto Components	Equity	0.66
OIL INDIA LTD.	Oil	Equity	0.66
NIIT LEARNING SYSTEMS LTD	Other Consumer Services	Equity	0.65
BHARAT PETROLEUM CORPN LTD.	Petroleum Products	Equity	0.65
GLENMARK PHARMACEUTICALS LTD.	Pharmaceuticals & Biotechnology	Equity	0.65
CROMPTON GREAVES CONSUMER ELEC	Consumer Durables	Equity	0.65
AUROBINDO PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.63
MAHINDRA HOLIDAYS & RESORTS IN	Leisure Services	Equity	0.62
AJANTA PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.61
MOTILAL OSWAL FINANCIAL SERVIC	Capital Markets	Equity	0.61
MPHASIS LTD	IT - Software	Equity	0.59
EQ (RTS-PP)BHARTI AIRTEL LTD	Telecom - Services	Equity	0.56
INDO COUNT INDUSTRIES LTD.	Textiles & Apparels	Equity	0.55
MARKSANS PHARMA LTD.	Pharmaceuticals & Biotechnology	Equity	0.54
RAYMOND LIFESTYLE LTD	Textiles & Apparels	Equity	0.51
COROMANDEL INTERNATIONAL LTD.	Fertilizers & Agrochemicals	Equity	0.49
GHCL LTD.	Chemicals & Petrochemicals	Equity	0.49
S.P.APPARELS LTD	Textiles & Apparels	Equity	0.47
COLGATE PALMOLIVE INDIA LTD.	Personal Products	Equity	0.46
TIPS MUSIC LIMITED	Entertainment	Equity	0.44
RAYMOND LIMITED.	Realty	Equity	0.41
ACC LTD	Cement & Cement Products	Equity	0.33
UPL LTD.	Fertilizers & Agrochemicals	Equity	0.32
SHIVALIK BIMETAL CONTROLS LTD	Industrial Products	Equity	0.28
INDIAMART INTERMESH LTD	Retailing	Equity	0.24
ROSSARI BIOTECH LTD	Chemicals & Petrochemicals	Equity	0.23
TATA MOTORS LTD.	Automobiles	Equity	0.18
LIC OF INDIA	Insurance	Equity	0.01
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA	-	Debt	1.66
HDFC BANK LTD.	-	Debt	0.85
REC LTD	-	Debt	0.85
POWER FINANCE CORPORATION LTD.	-	Debt	0.02
INDIAN RAILWAY FINANCE CORPORATION LIMITED	-	Debt	0.42
LIC HOUSING FINANCE LTD.	-	Debt	0.42
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	-	Debt	0.42
UNION BANK OF INDIA BASEL3T2	-	Debt	0.41
MANKIND PHARMA LTD	-	Debt	0.17
PIRAMAL FINANCE LIMITED	-	Debt	0.13
08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A2	-	Debt	0.38
6.92% G SEC MAT- 18/11/39	-	Debt	4.26
7.23% GSEC MAT- 15/04/2039	-	Debt	4.02
07.18% GSEC MAT -24/07/2037	-	Debt	2.47
07.32% GSEC MAT -13/11/2030	-	Debt	2.07
6.79% GOVT BONDS - 07/10/2034	-	Debt	1.68
7.41% GS MAT - 19/12/2036	-	Debt	1.23
7.32% CHHATTISGARH SDL 05/03/2037	-	Debt	0.85
7.34% ANDHRA SGS MAT - 26/06/2035	-	Debt	0.77
7.10% KERALA SGS MAT - 26/03/2043	-	Debt	0.72
7.34% GSEC MAT- 22/04/2064	-	Debt	0.44
7.39% KERALA SDL MAT- 13/03/2034	-	Debt	0.43
7.10% WEST BENGAL SGS MAT -26/03/2045	-	Debt	0.42
7.08% A P SGL MAT - 26/03/2037	-	Debt	0.42
7.35%TN SGS MAT - 03/07/2034	-	Debt	0.14
MF UNITS Nifty 10 yr Benchmark G-Sec ETF	-	Debt	0.04
MF UNITS Nifty 5 yr Benchmark G-Sec ETF	-	Debt	0.04
7.19% MAHARASHTRA SDL-27/02/2040	-	Debt	0.03
GS - C STRIP MAT- 17/06/2027	-	Debt	0.01
AXIS BANK LTD. STD - MARGIN	-	-	0.13
CLEARING CORPORATION OF INDIA LTD. STD - MARGIN	-	-	0.04
NET CURRENT ASSETS	-	-	2.57

Risk Ratios

Standard Deviation

Beta

Sharpe Ratio

Lock In Period

Residual Maturity

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).

Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.

Low beta = Less sensitive to market changes → Great for investors with less market exposure.
High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.

A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

Most ELSS mutual fund holders hold for 3 years.
Tax savings FDs lock in for 5 years.
The lock-in period for 8% Government of India bond investment is 6 years.
ULIPs must be locked in for 5 years.
The average hedge fund holding period is 30-90 days.
The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Peer Comparison

Scheme Name	1Y Return	3Y Return	SI Return
Kotak Equity Hybrid Fund - Regular Plan - Growth	9.84%	26.88%	12.35%
Franklin India Equity Hybrid Fund - Growth	9.72%	28.78%	13.58%
NIPPON INDIA EQUITY HYBRID FUND - GROWTH	9.72%	29.32%	12.41%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Regular Plan - Growth	9.39%	23.48%	13.49%
LIC MF Aggressive Hybrid Fund - Regular Plan - Growth	8.99%	24.58%	10.42%
Union Aggressive Hybrid Fund - Regular Plan - Growth	8.96%	24.49%	13.89%
Navi Aggressive Hybrid Fund - Regular Plan - Growth	8.85%	23.22%	10.32%
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND - REGULAR PLAN - GROWTH	7.92%	27.18%	13.28%
Tata Hybrid Equity Fund - Regular Plan - Growth	6.91%	24.05%	12.73%
HSBC Aggressive Hybrid Fund - Regular Plan - Growth	5.21%	26.49%	12.44%

Fund Family

Scheme Name	1Y Return	3Y Return	SI Return
UTI Multi Asset Allocation Fund - Regular Plan	9.90%	4.83%	41.63%
UTI Corporate Bond Fund - Regular Plan	9.75%	11.65%	4.92%
UTI Corporate Bond Fund - Regular Plan	9.74%	11.65%	5.56%
UTI Corporate Bond Fund - Regular Plan	9.74%	11.65%	7.56%
UTI Corporate Bond Fund - Regular Plan	9.74%	11.65%	5.37%
UTI - Fixed Maturity Plan Yearly Series YFMP/0507 - INSTITUTIONAL GROWTH PLAN - INSTITUTIONAL GROWTH PLAN	9.64%	5.14%	9.27%
UTI - Fixed Maturity Plan Yearly Series YFMP/0507 - INSTITUTIONAL GROWTH PLAN - INSTITUTIONAL GROWTH PLAN	9.64%	5.14%	9.27%
UTI Quarterly Interval Fund - III - Institutional Plan Plan	9.63%	15.05%	6.51%
UTI ELSS Tax Saver Fund - Regular Plan	9.46%	27.17%	5.10%
UTI ELSS Tax Saver Fund - Regular Plan	9.46%	27.17%	12.19%

Scheme Details

Fund manager(s) : (), Mr. V Srivatsa (), Mr. Sunil Madhukar Patil (),
Expense ration regular : -
Expense ration direct : -
Launch date : -
Benchmark : -

Min SIP amount : -
Max SIP amount : -
Min investment amount (one time- first time) : ₹500.00
Type : hybrid

Exit load

{"within_12_months":"1.00%","beyond_12_months":"Nil"}

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