UTI Aggressive Hybrid Fund vs UTI Large & Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
UTI Aggressive Hybrid Fund is an Aggressive Hybrid fund and UTI Large & Mid Cap Fund is a Large & Mid Cap fund. In the 3 years to 30-10-2026, UTI Aggressive Hybrid Fund (Direct) returned 10.1% a year and UTI Large & Mid Cap Fund (Direct) returned 13.9% a year. UTI Aggressive Hybrid Fund charges 1.33% a year and UTI Large & Mid Cap Fund 1.14% (Direct plans). Their portfolios overlap 66.6%: they hold 59 of the same securities.
UTI Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 10.1%
- Expense ratio
- 1.33%
- NAV
- ₹421.18
UTI Large & Mid Cap Fund
Large & Mid Cap
- 3 year return
- 13.9%
- Expense ratio
- 1.14%
- NAV
- ₹187.92
Which is better, UTI Aggressive Hybrid or UTI Large & Mid Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- UTI Large & Mid Cap returned more over 5 years: 12.4% a year against 9.7%.
- UTI Large & Mid Cap returned more over 3 years: 13.9% a year against 10.1%.
- UTI Large & Mid Cap costs less: 1.14% a year against 1.33% (Direct plans).
- UTI Aggressive Hybrid swung less over 3 years: a standard deviation of 9.9% a year against 13.6%.
- UTI Aggressive Hybrid fell less in its worst fall since 02-01-2013: −32.4% against −41.5%.
- UTI Aggressive Hybrid is the larger fund: ₹6,475 Cr against ₹6,220 Cr.
- Their portfolios overlap 66.6%: 59 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | UTI Aggressive Hybrid Fund | UTI Large & Mid Cap Fund |
|---|---|---|
| Fund house | UTI Mutual Fund | UTI Mutual Fund |
| Category | Aggressive Hybrid | Large & Mid Cap |
| AUM | ₹6,475 Cr (30-09-2026) | ₹6,220 Cr (30-09-2026) |
| NAV | ₹421.18 (Direct) | ₹187.92 (Direct) |
| Expense ratio (Direct) | 1.33% | 1.14% |
| Expense ratio (Regular) | 1.90% | 1.96% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty LargeMidcap 250 TRI |
| Launch date | 02-01-1995 | 20-05-2009 |
| Minimum investment | Regular Plan-Growth- Rs.1000, Regular Plan - Growth-CanServe- Rs.1000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.1000, Direct Plan - Growth-Can | Regular Plan-Growth- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan-Reinvestment of IDCW- Rs.5000, Direct Plan-Payout of IDCW- Rs.5000, |
| Lock in | None | None |
| Fund managers | V Srivatsa FM 1, Jaydeep Bhowal FM 2, Not Applicable FM 3 | V Srivatsa FM 1, Not Applicable FM 2, Not Applicable FM 3, Not Applicable FM 4 |
| Exit load | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months | 1% if redeemed before 1 year from the date of allotment. Nil if redeemed on or after 1 year from the date of allotment |
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| UTI Aggressive Hybrid Fund (Direct) | −0.75% | −4.93% | −2.34% | −5.10% | +10.06% | +9.71% | +11.13% |
| UTI Large & Mid Cap Fund (Direct) | −1.68% | −6.23% | −3.58% | −4.85% | +13.94% | +12.41% | +13.40% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | +13.28% | +11.36% | +13.62% |
Category average: the average of the 29 Aggressive Hybrid funds and the 36 Large & Mid Cap funds, same plan type.
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Year-wise Returns
| Year | Aggressive HybridUTI Aggressive Hybrid | Large & Mid CapUTI Large & Mid Cap |
|---|---|---|
| 2026to date | −6.91% | −7.15% |
| 2025 | +7.11% | +8.40% |
| 2024 | +20.45% | +28.31% |
| 2023 | +26.24% | +35.35% |
| 2022 | +6.29% | +5.29% |
| 2021 | +31.32% | +41.52% |
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of UTI Large & Mid Cap Fund
Rolling returns
Every 3-year holding period, 2,666 of them, one for each trading day from 04-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
UTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UTI Aggressive Hybrid | 3.5 | 6.7 | 12.8 | 30.4 | 36.2 | 8.8 | 1.7 | 13.5% | 14.0% | −6.8% | 29.8% | 2% |
| UTI Large & Mid Cap | 5.9 | 5.0 | 14.4 | 19.5 | 21.4 | 23.6 | 10.1 | 15.5% | 16.2% | −10.1% | 36.4% | 63% |
| NIFTY LargeMidcap 250 TRI | 0.0 | 0.0 | 3.0 | 12.6 | 38.3 | 35.1 | 11.1 | 19.5% | 19.5% | 5.5% | 36.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 02-01-2013. Past returns do not promise future returns.
UTI Aggressive Hybrid vs UTI Large & Mid Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| UTI Aggressive HybridUTI Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹39,77,893 | ₹23,17,893 | 11.8% |
| UTI Large & Mid CapUTI Large & Mid Cap Fund (Direct) | ₹16,60,000 | ₹47,44,307 | ₹30,84,307 | 14.1% |
UTI Aggressive HybridUTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid CapUTI Large & Mid Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | UTI Aggressive Hybrid Fund (Direct) | UTI Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.10% | −4.85% |
| Standard deviation | 10.03% | 13.67% |
| Sharpe ratio | -1.03 | -0.74 |
| Sortino ratio | -1.38 | -0.99 |
| Maximum drawdown | −10.7% (30-03-2026) | −13.4% (31-03-2026) |
| Beta | -- | 0.90 |
| Alpha | -- | +0.46% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | UTI Aggressive Hybrid Fund (Direct) | UTI Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.06% | +13.94% |
| Standard deviation | 9.86% | 13.61% |
| Sharpe ratio | 0.41 | 0.58 |
| Sortino ratio | 0.56 | 0.79 |
| Maximum drawdown | −12.0% (03-03-2025) | −17.6% (28-02-2025) |
| Beta | -- | 0.89 |
| Alpha | -- | +3.00% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | UTI Aggressive Hybrid Fund (Direct) | UTI Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.71% | +12.41% |
| Standard deviation | 10.10% | 13.75% |
| Sharpe ratio | 0.39 | 0.48 |
| Sortino ratio | 0.53 | 0.65 |
| Maximum drawdown | −12.1% (20-06-2022) | −18.1% (20-06-2022) |
| Beta | -- | 0.90 |
| Alpha | -- | +2.27% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | UTI Aggressive Hybrid Fund (Direct) | UTI Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.95% | +13.76% |
| Standard deviation | 11.40% | 15.21% |
| Sharpe ratio | 0.52 | 0.51 |
| Sortino ratio | 0.69 | 0.68 |
| Maximum drawdown | −32.4% (23-03-2020) | −41.5% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
UTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| UTI Aggressive Hybrid Fund (Direct) | −32.4% | 23-01-2018 | 23-03-2020 | 11-11-2020 | 8 months | −7.5% |
| UTI Large & Mid Cap Fund (Direct) | −41.5% | 23-01-2018 | 23-03-2020 | 04-12-2020 | 8 months | −8.2% |
| NIFTY LargeMidcap 250 TRI | −37.8% | 24-01-2020 | 23-03-2020 | 05-11-2020 | 7 months | −8.6% |
From daily values since 02-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
UTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
UTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
UTI Aggressive Hybrid Fund (Direct)
UTI Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| UTI Aggressive Hybrid Fund (Direct) | 72% | 66% | 6.14% |
| UTI Large & Mid Cap Fund (Direct) | 96% | 93% | 3.80% |
From month-end values since 02-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: UTI Aggressive Hybrid Fund, September 2026; UTI Large & Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 66.6%
- Held by both
- 59
- Only in UTI Aggressive Hybrid
- 59
- Only in UTI Large & Mid Cap
- 12
| Security | % of UTI Aggressive Hybrid | % of UTI Large & Mid Cap |
|---|---|---|
| EQ - HDFC BANK LIMITED | 6.02% | 5.48% |
| EQ - ICICI BANK LTD | 5.42% | 4.55% |
| EQ - RELIANCE INDUSTRIES LTD. | 3.93% | 3.74% |
| EQ - INFOSYS LTD. | 3.55% | 2.91% |
| EQ - STATE BANK OF INDIA | 2.90% | 2.91% |
| EQ - LARSEN & TOUBRO LTD. | 3.02% | 2.75% |
| EQ - ITC LTD. | 2.59% | 2.86% |
| EQ - BHARTI AIRTEL LTD. | 2.21% | 1.92% |
| EQ - POWER GRID CORPORATION OF INDI | 1.75% | 2.31% |
| EQ - HERO MOTOCORP LTD. | 1.45% | 2.33% |
| EQ - LIC OF INDIA | 1.39% | 1.68% |
| EQ - SHRIRAM FINANCE LTD | 1.61% | 1.34% |
| EQ - INFO-EDGE (INDIA) LTD. | 1.29% | 2.01% |
| EQ - VEDANTA ALUMINIUM METAL LTD. | 1.26% | 1.35% |
| EQ - MAHINDRA & MAHINDRA LTD. | 1.46% | 1.23% |
| EQ - COAL INDIA LTD. | 1.22% | 1.55% |
| EQ - OIL & NATURAL GAS CORPORATION | 1.20% | 1.50% |
| EQ - AUROBINDO PHARMA LTD. | 1.20% | 2.63% |
| EQ - WIPRO LIMITED | 1.14% | 1.64% |
| EQ - INTERGLOBE AVIATION LTD | 1.13% | 1.27% |
| EQ - TATA POWER COMPANY LTD. | 0.98% | 1.02% |
| EQ - GRASIM INDUSTRIES LTD. | 0.91% | 1.54% |
| EQ - INDUS TOWERS LIMITED | 0.89% | 1.56% |
| EQ - VRL LOGISTICS LTD | 0.89% | 1.04% |
| EQ - DR REDDYS LABORATORIES LTD. | 0.85% | 1.47% |
| EQ - GENERAL INSURANCE CORPORATION | 0.83% | 1.77% |
| EQ - ADITYA BIRLA CAPITAL LTD | 0.83% | 2.28% |
| EQ - HCL TECHNOLOGIES LTD. | 0.83% | 1.11% |
| EQ - G R INFRAPROJECTS LTD | 0.82% | 1.00% |
| EQ - GHCL LTD. | 0.81% | 1.06% |
| EQ - CAPLIN POINT LABORATORIES LTD | 0.80% | 1.08% |
| EQ - DCM SHRIRAM LTD. | 0.79% | 1.04% |
| EQ - SUNDARAM FINANCE LTD. | 0.78% | 1.85% |
| EQ - AJANTA PHARMA LTD. | 0.74% | 1.33% |
| EQ - CROMPTON GREAVES CONSUMER ELEC | 0.73% | 1.00% |
| EQ - NIIT LEARNING SYSTEMS LTD | 0.73% | 0.98% |
| EQ - INDUSIND BANK | 0.71% | 1.00% |
| EQ - PHOENIX MILLS LTD | 0.71% | 1.73% |
| EQ - MOTILAL OSWAL FINANCIAL SERVIC | 0.71% | 1.66% |
| EQ - UPL LTD. | 0.67% | 1.49% |
| EQ - TATA MOTORS LTD | 0.65% | 0.66% |
| EQ - ALEMBIC PHARMACEUTICALS | 0.64% | 0.71% |
| EQ - ICICI PRUDENTIAL LIFE INSURA L | 0.62% | 1.12% |
| EQ - JK PAPER LTD. | 0.61% | 0.82% |
| EQ - GREAT EASTERN SHIPPING CO. LTD | 0.60% | 0.75% |
| EQ - MARKSANS PHARMA LTD. | 0.60% | 0.73% |
| EQ - EMAMI LTD. | 0.58% | 1.03% |
| EQ - NATIONAL ALUMINIUM CO. LTD. | 0.54% | 0.96% |
| EQ - RAYMOND LIFESTYLE LTD | 0.53% | 0.75% |
| EQ - FEDERAL BANK LTD. | 0.52% | 1.38% |
| EQ - TIPS MUSIC LIMITED | 0.46% | 0.50% |
| EQ - MAHINDRA HOLIDAYS & RESORTS IN | 0.38% | 0.44% |
| EQ - NATIONAL STOCK EXCHANGE OF INDIA LIMITED | 0.31% | 0.46% |
| EQ - MAX FINANCIAL SERVICES LTD. | 0.26% | 0.77% |
| REIT - BAGMANE PRIME OFFICE | 0.24% | 1.21% |
| EQ - ROSSARI BIOTECH LTD | 0.23% | 0.26% |
| EQ - MAHARASHTRA SEAMLESS LTD. | 0.22% | 0.26% |
| EQ - VEDANTA IRON AND STEEL LTD. | 0.10% | 0.11% |
| EQ - VEDANTA POWER LTD. | 0.02% | 0.02% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 66.6% means 66.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in UTI Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 6.90% GSEC MAT - 15/04/2065 | 2.45% |
| 7.24% GSEC MAT- 18/08/2055 | 2.37% |
| INVIT - IRB INVIT FUND | 1.16% |
| INVIT - INDUS INFRA TRUST | 1.05% |
| REIT- NEXUS SELECT TRUST | 0.88% |
Largest holdings only in UTI Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| REIT- EMBASSY OFFICE PARKS | 1.51% |
| EQ - ORACLE FINANCIAL SERVICES SOFT | 1.08% |
| EQ - BANK OF MAHARASHTRA | 1.00% |
| EQ - JUBILANT FOODWORKS LTD. | 0.98% |
| EQ - SUZLON ENERGY LTD. | 0.89% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | UTI Aggressive Hybrid | UTI Large & Mid Cap |
|---|---|---|
| Equity | 70.0% | 95.3% |
| Debt | 22.2% | 0.0% |
| Cash and others | 7.9% | 4.8% |
Market cap of stocks
| Market cap | UTI Aggressive Hybrid | UTI Large & Mid Cap |
|---|---|---|
| Large Cap | 46.1% | 46.9% |
| Mid Cap | 12.7% | 33.4% |
| Small Cap | 10.9% | 14.6% |
| Not on AMFI's list | 0.3% | 0.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | UTI Aggressive Hybrid | UTI Large & Mid Cap |
|---|---|---|
| Banks | 15.6% | 16.3% |
| Pharmaceuticals & Biotechnology | 4.8% | 9.2% |
| IT - Software | 5.5% | 6.7% |
| Finance | 3.2% | 6.1% |
| Insurance | 3.1% | 5.3% |
| Petroleum Products | 3.9% | 3.7% |
| Construction | 3.8% | 3.8% |
The six largest sectors of each fund's stocks, % of the fund.
UTI Aggressive Hybrid vs UTI Large & Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | UTI Aggressive Hybrid Fund | UTI Large & Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.33% | 1.14% |
| Base expense ratio (Direct) | 1.03% | 0.83% |
| Total expense ratio (Regular) | 1.90% | 1.96% |
| Base expense ratio (Regular) | 1.54% | 1.57% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare UTI Aggressive Hybrid with
UTI Aggressive Hybrid Fund vs UTI Large & Mid Cap Fund: Frequently Asked Questions
What is the difference between UTI Aggressive Hybrid Fund and UTI Large & Mid Cap Fund?
UTI Aggressive Hybrid Fund is an Aggressive Hybrid fund, UTI Large & Mid Cap Fund is a Large & Mid Cap fund, run by UTI Mutual Fund. Their portfolios overlap 66.6%. UTI Aggressive Hybrid Fund charges 1.33% a year and UTI Large & Mid Cap Fund 1.14%.
Which has given higher returns, UTI Aggressive Hybrid Fund or UTI Large & Mid Cap Fund?
Over 1 year: UTI Aggressive Hybrid Fund −5.10%, UTI Large & Mid Cap Fund −4.85%. Over 3 years: UTI Aggressive Hybrid Fund +10.06% a year, UTI Large & Mid Cap Fund +13.94% a year. Over 5 years: UTI Aggressive Hybrid Fund +9.71% a year, UTI Large & Mid Cap Fund +12.41% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, UTI Aggressive Hybrid Fund or UTI Large & Mid Cap Fund?
UTI Large & Mid Cap Fund charges less: 1.14% a year against 1.33%. These are the Direct plans' total expense ratios reported to AMFI.
How much do UTI Aggressive Hybrid Fund and UTI Large & Mid Cap Fund overlap?
66.6%. They hold 59 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, UTI Aggressive Hybrid Fund or UTI Large & Mid Cap Fund?
On SEBI's riskometer, UTI Aggressive Hybrid Fund is rated Very High and UTI Large & Mid Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 9.86% and 13.61% a year.
Which is better for SIP, UTI Aggressive Hybrid Fund or UTI Large & Mid Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,53,915 in UTI Aggressive Hybrid Fund (XIRR 8.3% a year) and ₹8,18,415 in UTI Large & Mid Cap Fund (XIRR 11.5% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both UTI Aggressive Hybrid Fund and UTI Large & Mid Cap Fund?
Yes. 66.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages UTI Aggressive Hybrid Fund and UTI Large & Mid Cap Fund?
UTI Aggressive Hybrid Fund: V Srivatsa FM 1, Jaydeep Bhowal FM 2, Not Applicable FM 3. UTI Large & Mid Cap Fund: V Srivatsa FM 1, Not Applicable FM 2, Not Applicable FM 3, Not Applicable FM 4.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.