Hybrid Scheme - Aggressive Hybrid FundUTI Mutual Fund

UTI Aggressive Hybrid Fund -Direct Plan - Growth

₹429.0048▲ 0.0209 (0.00%)

Scheme Type

Open Ended Schemes

NAV History

+1.78%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,178

+1.8%

3Y Ago

₹16,237

+62.4%

5Y Ago

₹25,641

+156.4%

Past performance ≠ future results

Fund Analytics

Score: 57.2 / 100

Performance

Total Returns

Simple return over period

-0.39%

CAGR

Compound annual growth rate

-0.39%

Growth of ₹10K

Hypothetical investment value

₹9,961

SIP XIRR

SIP internal rate of return

-3.36%

Risk

Volatility (Ann.)

Std deviation of returns

8.81%LOW

Max Drawdown

Worst peak-to-trough

-8.35%

Sharpe Ratio

Risk-adjusted return

-0.73POOR

Sortino Ratio

Downside risk-adjusted return

-0.99POOR

Benchmark

Beta

Market sensitivity

0.70DEF

Alpha

Excess return vs benchmark

+0.40%

Tracking Error

Deviation from benchmark

4.37%

Information Ratio

Alpha per unit tracking error

0.09

Treynor Ratio

Return per unit systematic risk

-9.06

Capture

Upside Capture

Participation in market gains

69.68%

Downside Capture

Participation in market losses

66.54%

Rolling Returns

1Y Rolling CAGR

Avg 20.2% (-2.9% – 62.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y-0.4%-3.6%

+0.4%

3Y+14.2%+9.9%

+5.4%

5Y+13.3%+10.4%

+4.2%

Beta

1Y:0.703Y:0.715Y:0.71

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

₹1,88,289

Total Value

₹4,88,289

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