Hybrid
●
Aggressive Hybrid
Current NAV
₹402.86
Expense Ratio
1.89%
Min SIP
₹500
Fund Size
₹6302Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of units and 1% for remaining units on or before 12M, Nil after 12M
Alpha
0.23%
Beta
1.09
Sharpe Ratio
0.301805
Risk
17.13%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(-0.91)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
V. Srivatsa
UTI Aggressive Hybrid FundTotal assets under management
₹352.59L Crores
Date of incorporation
14 Nov 2002
Ans.
Go to the Rupeezy App
Ans. The UTI Aggressive Hybrid Fund has an AUM of ₹6301.59 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.38%. The risk is Very High against the category average of 53.6.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on UTI Aggressive Hybrid Fund.
Ans. The expense ratio of UTI Aggressive Hybrid Fund is 1.89%.