UTI Aggressive Hybrid Fund
Direct · Growth ₹417.42
23 Oct 2026
NAV
13.5%
3Y CAGR
13.0%
5Y CAGR
13.2%
10Y CAGR
13.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.06
Sharpe
-32.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.21%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 15.0% | -49.5% | 75.1% |
| 3 Years | ₹36.00 L | ₹44.20 L | 13.3% | -19.8% | 30.4% |
| 5 Years | ₹60.00 L | ₹84.64 L | 13.2% | -8.2% | 25.7% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.4% | -2.0% | 20.7% |
| 10 Years | ₹1.20 Cr | ₹2.51 Cr | 14.1% | 11.2% | 17.1% |
| 12 Years | ₹1.44 Cr | ₹3.47 Cr | 13.7% | 11.4% | 15.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.0% | 9.3% |
| 3 Years | 13.3% | 14.3% |
| 5 Years | 13.2% | 14.7% |
| 7 Years | 13.4% | 14.0% |
| 10 Years | 14.1% | 14.0% |
| 12 Years | 13.7% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.6% | 11.1% | -28.7% | 75.1% | 0.50 | 1.47 | 86% | — | — |
| 3 Years | 13.5% | 14.1% | -6.8% | 29.8% | 1.15 | 3.47 | 97% | — | — |
| 5 Years | 13.0% | 12.6% | -0.7% | 27.1% | 1.32 | 7.92 | 100% | — | — |
| 10 Years | 13.2% | 13.2% | 11.0% | 14.8% | 8.06 | — | 100% | — | — |
-32.4%
Max Drawdown
26 mo
Drawdown Duration
8 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.42
3Y
0.40
5Y
0.38
7Y
0.41
10Y
0.42
12Y