UTI-Aggressive Hybrid Fund (G) Mutual fund

UTI-Aggressive Hybrid Fund (G)

Q: How to Invest in UTI-Aggressive Hybrid Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is UTI-Aggressive Hybrid Fund good?

The UTI-Aggressive Hybrid Fund has an AUM of ₹6107.34 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.13%. The risk is Very High against the category average of 48.67.

Q: Is UTI-Aggressive Hybrid Fund tax free?

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.

Q: What is the lock-in period of UTI-Aggressive Hybrid Fund?

There is no lock-in period applicable on UTI-Aggressive Hybrid Fund.

Q: What is the expense ratio of UTI-Aggressive Hybrid Fund?

The expense ratio of UTI-Aggressive Hybrid Fund is 1.88%.

Hybrid

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Aggressive Hybrid

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Fund Details

Current NAV

₹394.82

Expense Ratio

1.88%

Min SIP

₹500

Fund Size

₹6107Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL

Fund Performance

Alpha

5.90%

Beta

0.74

Sharpe Ratio

1.013

Risk

9.63%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

UTI-Aggressive Hybrid Fund (G) FAQs

Q1. How to Invest in UTI-Aggressive Hybrid Fund through Rupeezy?

Q2. Is UTI-Aggressive Hybrid Fund good?

Q3. Is UTI-Aggressive Hybrid Fund tax free?

Q4. What is the lock-in period of UTI-Aggressive Hybrid Fund?

Q5. What is the expense ratio of UTI-Aggressive Hybrid Fund?

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