UTI India Mutual Fund Declares ₹0.90 per Unit Income Distribution Under Aggressive Hybrid Fund

UTI Mutual Fund has announced an income distribution of ₹0.90 per unit under the IDCW option (both regular and direct plans) of its UTI Aggressive Hybrid Fund. Investors should note that the record date for this payout is February 20, 2025.

Investment Approach

The UTI Aggressive Hybrid Fund follows a dual-investment strategy, aiming for long-term capital appreciation while maintaining a steady income stream. It primarily invests in equities across market capitalisations while also allocating a portion to debt and money market instruments. 

The Fund

For those considering investing, here are the essential details:

• Minimum Investment: ₹1,000
• Minimum Additional Investment: ₹1,000
• Minimum SIP Investment: ₹500
• Exit Load: 1% on redemption of units exceeding 10% of the investment within 365 days
• Lock-in Period: None

Performance

Launched on January 1, 2013, the UTI Aggressive Hybrid Fund has delivered a return of 13.30% since inception. It tracks the CRISIL Hybrid 35+65 Aggressive Index and is categorised as a very high-risk investment. The fund’s total assets under management (AUM) stand at ₹5,956 crore as of January 31, 2025.

Despite its below-average risk grade, the fund has maintained an above-average return grade, making it an option for investors with a higher risk appetite. 

The expense ratio is 1.23% (as of January 31, 2025).

Other Details 

The UTI Aggressive Hybrid Fund is managed by V. Srivatsa, and KFin Technologies Ltd. serves as the Registrar & Transfer Agent. The fund’s open-ended structure provides investors with the flexibility to enter and exit without a lock-in period.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.