- 3 views
An equity-oriented aggressive hybrid scheme aiming to capture potential of both equity and fixed income
- An aggressive hybrid fund investing predominantly in equity and equity related securities - The Fund follows relative value investment approach for equities and aims to invest in sound companies which provide margin of safety by trading cheaper relative to their history or peers. - The Fund follows a top down approach to pick sectors which are available at below mean valuations with reasonable prospects and a bottom-up approach for stock selection. - For Fixed Income portfolio, endeavor is to follow accrual strategy - The Fund invests in high quality and well researched debt issuers having high liquidity in the short to medium end of the yield curve.
For subscriptions received w.e.f. OCT 3rd , 2016, applicable Exit load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units.
SWP/Redeem/SIP/STP/Switch
Not Applicable
Equity & equity related instruments: 65-80% (Medium to High) Debt and Money Market instruments (including securitised debt)*: 20-35% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) * The fund may invest up to 50% of its debt portfolio in securitized debt.
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Hybrid Equity
An open ended hybrid scheme investing predominantly in equity & equity related instruments
- Portfolio management with a view to generating income together with capital appreciation
- Large cap biased equity portfolio
- Portfolio managed with a distinct relative value philosophy underpinned by Margin of Safety. Also looks out for the growth oriented companies if the valuations are in the comfort zone
- Moderate churn portfolio aiming for sustainable alpha generation over the long term
- Debt portfolio aims to invest in well researched & high quality issuers along with tactical allocation to sovereign securities, to maintain credit quality and liquidity
- Long term capital appreciation. Investment in equity instruments (maximum-80%) and fixed income securities (debt and money market securities).
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An aggressive hybrid scheme which aims to capture earning potential of equities and stability of fixed income markets, with an orientation towards equity investments
UTI Aggressive Hybrid Fund is an equity-oriented hybrid mutual fund that invests in both equity and debt instruments. The equity portion aims for long-term capital growth, while the debt portion provides stability and helps reduce market volatility. This combination allows investors to participate in equity growth with reduced volatility.
The fund typically invests around 65–80% in equity and 20–35% in debt and money market instruments. The exact allocation may vary based on market conditions and the fund manager’s outlook, helping to balance growth potential with stability.
For equity, the fund invests in fundamentally strong companies trading at attractive valuations compared to their history or peers, providing a margin of safety, and uses a top-down approach to identify undervalued sectors with healthy growth prospects. For debt, it focuses on high-quality, liquid issuers to provide stability and reduce risk. The fund manager actively adjusts the mix to optimize risk and return.
The fund is suitable for investors seeking long-term wealth creation with high risk appetite. It is ideal for those looking for better return potential than pure debt funds, while experiencing lower volatility than pure equity investments.
The minimum initial investment in growth option is ₹1,000 and in multiples of ₹1/-. The additional investments can be made with a minimum of ₹1,000 and in multiples of ₹1/-. The fund also allows investments through SIPs (Systematic Investment Plans). The minimum amount of each investment for SIP is ₹500 (for Daily, Weekly and Monthly Option) and ₹1500 (for Quarterly Option).
A minimum investment horizon of 3-5 years is recommended. This allows you to ride out short-term market fluctuations and benefit from the long-term growth potential of the equity portion of the fund.
Investments in UTI Aggressive Hybrid Fund are subject to capital gains tax at the time or redemption or withdrawal. As an equity-oriented hybrid fund, short-term capital gains (STCG) on units held for up to 1 year are taxed at 20%. Long-term capital gains (LTCG) held for more than 1 year above ₹1.25 lakh per financial year are taxed at 12.5%, subject to prevailing tax laws. It is advisable to consult a tax advisor for guidance based on your personal situation
Superior risk adjusted returns with a performance track record of more than 3 decades
Distinct asset classes of equity & fixed income help attain portfolio diversification
Pursues a disciplined valuation approach across all market caps & quality fixed income issuers
Equity aims to drive returns while fixed income helps cushion market volatility
If you are looking to diversify through a portfolio mix of equity (for growth) and debt for (limiting downside), this fund may be suitable for you.
Ideal for investors with a time horizon of preferably 5 years or more.
Broad-based diversified portfolio with exposure to two asset classes in a single fund
If you are looking to diversify through a portfolio mix of equity (for growth) and debt for (limiting downside), this fund may be suitable for you.
Ideal for investors with a time horizon of preferably 5 years or more.
Suitable for those seeking wealth creation with relatively lower volatility compared to pure equity funds
If you are looking to diversify through a portfolio mix of equity (for growth) and debt for (limiting downside), this fund may be suitable for you.
Ideal for investors with a time horizon of preferably 5 years or more.
Aims to reduce sharp ups and downs compared to pure equity funds
If you are looking to diversify through a portfolio mix of equity (for growth) and debt for (limiting downside), this fund may be suitable for you.
Ideal for investors with a time horizon of preferably 5 years or more.