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HYBRID•AGGRESSIVE HYBRID FUND

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout

3 Year return

16.46%
NAV on December 11, 2025
47.6372
1D Returns
-0.07%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
29.97%₹1,079
Total Value ₹4,679

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹6,595.5 Cr.
Expense Ratio
1.22% (inclusive of GST)
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

Ratings

ARQ Rating
4.5

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
3

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

JB

Jaydeep Bhowal

Fund Manager since Nov 2025

SP

Sunil Patil

Fund Manager since Feb 2018

VS

V Srivatsa

Fund Manager since Dec 2014

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund19.2478%
5
Bank of India Mid and Small Cap Equity and Debt Fund17.9843%
3
Quant Aggressive Hybrid Fund11.9493%
4

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.4637%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.4646%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.4646%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.76%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7601%

About UTI Hybrid Equity Fund Direct Plan IDCW Payout

UTI Hybrid Equity Fund Direct Plan IDCW Payout is a mutual fund managed by UTI Mutual Fund. the UTI Hybrid Equity Fund falls under the "Hybrid - Aggressive Hybrid" category. This category indicates that the fund has a balanced approach, investing in a mix of equity and debt instruments to provide the potential for growth along with some stability. The UTI Hybrid Equity Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can impact their returns over the long term.

Investment Objectives of the Scheme

The fund's primary objective is to generate capital appreciation by investing in a diversified portfolio of equity and equity-related securities, while also providing income through investments in debt and money market instruments. The fund manager aims to balance risk and return by adjusting the equity-debt allocation based on market conditions.

Key Features of The Fund

5-year return
18.0266%
Expense Ratio
1.22%
Fund Manager
Jaydeep Bhowal
Fund Size
₹6595.5 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund could be suitable for investors seeking a balanced approach that offers growth potential from equities while also providing a measure of stability through debt investments. If you want a portfolio that combines the advantages of both asset classes and are comfortable with moderate fluctuations, the UTI Hybrid Equity Fund might align well with your investment strategy. It's relevant for investors with a medium to long investment horizon.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of null on December 11, 2025, is ₹47.6372
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of null, is ₹6595.5 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of null is 1.22%
The null was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for null is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,679 in 3Y at 16.4646% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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