Latest news with #UTIAggressiveHybridFund
Mint
3 days ago
- Business
- Mint
Best mutual funds: THESE 8 aggressive hybrid funds gave over 20% annualised return in the past 3 years
Best mutual funds: At the time of investing in a mutual fund scheme, it is vital to first monitor the returns delivered by that scheme and compare the same with other schemes in the same category. This gives an indication of how the scheme could perform in future. It is noteworthy that there are other factors which play a role in assessing the worth of a mutual fund. These include past performance of fund manager (in case of active funds), reputation of fund house and the category of scheme. Here, we list out the past three year returns of aggressive hybrid mutual funds. Those who are not aware of aggressive hybrid funds refer to the schemes which invest anywhere between 65 to 80 percent of their assets in equity and equity-related instruments. The remaining 20 to 35 percent of assets are invested in debt instruments Aggressive hybrid fund 3-year-return AUM ( ₹ crore) BOI Mid and small cap equity and debt fund 23.22 1,235.92 ICICI Prudential equity and debt fund 20.87 43,797 JM Aggressive Hybrid Fund 23.94 840 DSP Aggressive Hybrid Fund 19.24 11,248 Edelweiss Aggressive Hybrid Fund 19.70 2,815 Invesco India Aggressive Hybrid Fund 19.40 719 Mahindra Manulife AHF 19.36 1,739 UTI Aggressive Hybrid Fund 19.17 6,366.80 (Source: AMFI; Returns as on June 9, 2025) As the table above shows, JM Aggressive Hybrid Fund delivered 23.94 percent return in the past three years, Bank of India mid and small cap equity and debt fund gave 23.22 percent return. Other schemes which have delivered over 20 percent annualised return in the past three years are ICICI Prudential equity and debt fund and JM Aggressive Hybrid Fund. Based on the size of the fund, the largest schemes are ICICI Prudential equity and debt fund (asset size of ₹ 43,797 crore) and DSP Aggressive Hybrid Fund (with asset size of ₹ 11,248 crore). Notably, historical returns do not guarantee future returns. To put it simply—just because a scheme has delivered exceptional returns into the past, it does not mean it will continue to perform at the same pace in the future as well. Therefore, investors are recommended to view a scheme holistically and judge various factors including the past returns. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. For all personal finance updates, visit here.
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Business Standard
28-05-2025
- Business
- Business Standard
Fund Pick: UTI Aggressive Hybrid Fund outperforms in peer category
The category's average allocation to large, mid, and smallcaps was 48.09 per cent, 12.63 per cent and 9.34 per cent, respectively Premium Crisil Intelligence Listen to This Article Launched in January 1995, UTI Aggressive Hybrid Fund featured in the top 30th percentile of the aggressive hybrid funds category of Crisil Mutual Funds Ranking (CMFR) for four consecutive quarters through March 2025. The fund's month-end assets under management (AUM) increased from ₹4,279 crore in March 2022 to ₹5,910 crore in March 2025, at an annualised rate of 11 per cent. V Srivatsa and Sunil Madhukar Patil have been managing this fund since November 2009 and February 2018, respectively. The fund aims to provide capital growth and current income through a portfolio invested predominantly in equities, and the balance in
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Business Standard
26-05-2025
- Business
- Business Standard
Fund Pick: UTI Aggressive Hybrid Fund posts strong outperformance
V Srivatsa and Sunil Madhukar Patil have been managing this fund since November 2009 and February 2018, respectively BS Reporter Listen to This Article Launched in January 1995, UTI Aggressive Hybrid Fund featured in the top 30th percentile of the aggressive hybrid funds category of Crisil Mutual Funds Ranking (CMFR) for four consecutive quarters through March 2025. The fund's month-end assets under management (AUM) increased from ₹4,279 crore in March 2022 to ₹5,910 crore in March 2025, at an annualised rate of 11 per cent. V Srivatsa and Sunil Madhukar Patil have been managing this fund since November 2009 and February 2018, respectively. The fund aims to provide capital growth and current income through a portfolio invested predominantly in equities, and the balance in
