NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹696.02
-0.36%
NAV as on 21 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 21 Nov 24, 12:00 AM
very high risk
aggressive allocation
equity
25.40%p.a.
Last 1Y
14.82%p.a.
Last 3Y
18.48%p.a.
Last 5Y
15.38%p.a.
Since Inception
About UTI Aggressive Hybrid Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Aggressive Hybrid Fund Plan Growth scheme from UTI Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 1995, UTI Aggressive Hybrid Fund Plan Growth is Aggressive Allocation fund of its category with 6,110.59 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- UTI Aggressive Hybrid Fund Plan Growth delivered 25.4% annual returns during the last year. It has delivered 15.4% average annual returns since the fund was launched.
- UTI Aggressive Hybrid Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
HDFC Bank Ltd
6.65%
7.18% Govt Stock 2037
5.45%
ICICI Bank Ltd
5.15%
7.23% Govt Stock 2039
4.39%
Infosys Ltd
3.66%
7.1% Govt Stock 2034
3.41%
ITC Ltd
3.39%
Reliance Industries Ltd
2.59%
7.41% Govt Stock 2036
2.13%
7.32% Govt Stock 2030
2.01%
Fund Managers
- V Srivatsa (Sep 2009 - Present)
- Sunil Patil (Feb 2018 - Present)
Key Information
View Scheme Document
UTI Aggressive Hybrid Fund Plan Growth SIP Calculator
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For a period of
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₹0 (+0.0%)
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NRI Mutual Fund Tax on UTI Aggressive Hybrid Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Aggressive Hybrid Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Aggressive Hybrid Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
SBI Equity Hybrid Fund Growth
very high risk | hybrid (nc)
10.6%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
18.6%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
12.7%
Frequently Asked Questions
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