UTI Mutual Fund · Direct Growth · SEBI Category: Aggressive Hybrid
UTI Aggressive Hybrid Fund is managed by UTI Mutual Fund — one of India's oldest fund houses established in 1964. The fund invests 65-80% in equity and 20-35% in debt, offering investors a balanced approach to long-term wealth creation with built-in debt stability. UTI MF's long institutional history means the fund has navigated multiple complete market cycles including 2008, 2013, 2020 and 2022.
The fund's long track record across multiple market cycles provides investors with a reliable data set for evaluating performance consistency. UTI MF's large institutional backing — supported by SBI, LIC, Bank of Baroda and Punjab National Bank — provides financial stability and broad distribution reach. The equity sleeve focuses on quality large and mid cap businesses while the debt component is managed conservatively.
V. Srivatsa is Fund Manager at UTI Mutual Fund and manages the equity component of UTI Aggressive Hybrid Fund. Sudhir Agarwal manages the fixed income sleeve. Srivatsa has been with UTI MF for many years and brings a research-driven, quality-focused approach to equity selection. The fund benefits from UTI's long institutional history in Indian mutual fund management.
For current co-manager details and full biography, refer to the latest UTI Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Calculated from 2,566 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
When NAV is above 200 DMA the fund is in an uptrend. When below, it signals caution. Calculated from NAV data in DB.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how UTI Aggressive Hybrid Fund ranks against other Aggressive Hybrid funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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