Hybrid Scheme - Aggressive Hybrid FundUTI Mutual Fund

UTI Aggressive Hybrid Fund -Direct Plan - Growth

₹427.6149▼ 2.1351 (0.50%)

Scheme Type

Open Ended Schemes

NAV History

-1.57%

365 data points · Period: 1Y

Returns

CAGR

-0.50%

+2.69%

-4.85%

+7.78%

+14.27%

+14.36%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,843

-1.6%

3Y Ago

₹15,799

+58.0%

5Y Ago

₹25,678

+156.8%

Past performance ≠ future results

Fund Analytics

Score: 59.3 / 100

Performance

Total Returns

Simple return over period

+2.83%

CAGR

Compound annual growth rate

+2.83%

Growth of ₹10K

Hypothetical investment value

₹10,283

SIP XIRR

SIP internal rate of return

-5.28%

Risk

Volatility (Ann.)

Std deviation of returns

9.11%LOW

Max Drawdown

Worst peak-to-trough

-8.35%

Sharpe Ratio

Risk-adjusted return

-0.35POOR

Sortino Ratio

Downside risk-adjusted return

-0.49POOR

Benchmark

Beta

Market sensitivity

0.68DEF

Alpha

Excess return vs benchmark

+0.82%

Tracking Error

Deviation from benchmark

4.93%

Information Ratio

Alpha per unit tracking error

0.17

Treynor Ratio

Return per unit systematic risk

-4.65

Capture

Upside Capture

Participation in market gains

70.84%

Downside Capture

Participation in market losses

67.28%

Rolling Returns

1Y Rolling CAGR

Avg 21.6% (-2.9% – 69.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+2.8%+0.1%

+0.8%

3Y+16.0%+12.2%

+5.6%

5Y+14.5%+11.0%

+5.0%

Beta

1Y: 0.683Y: 0.705Y: 0.70

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,61,247

Total Value

₹4,61,247

*Based on historical CAGR. Projections are illustrative, not guaranteed