UTI Aggressive Hybrid Fund Direct Growth

Scheme code: INF789F01SK9 NAV value: ₹ 408.8056 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.3241.0325.5622.06
3 year10.6430.8919.1216.61
5 year1.6727.1712.7513.59
7 year5.1815.2911.7612.75
10 year11.4415.1613.3914.07
12 year13.2014.2313.7914.58

Rolling return for 1 year

- Average return: 25.56% - Median return: 28.95% - Average standard deviation: 3.59

Rolling return for 3 year

- Average return: 19.12% - Median return: 18.62% - Average standard deviation: 1.45

Rolling return for 5 year

- Average return: 12.75% - Median return: 12.01% - Average standard deviation: 0.74

Rolling return for 7 year

- Average return: 11.76% - Median return: 11.91% - Average standard deviation: 0.53

Rolling return for 10 year

- Average return: 13.39% - Median return: 13.5% - Average standard deviation: 0.34

Rolling return for 12 year

- Average return: 13.79% - Median return: 13.78% - Average standard deviation: 0.29

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,10,7251,10,7259.23
3 year36,00,00047,24,26111,24,2619.48
5 year60,00,00087,33,18627,33,1867.80
7 year84,00,0001,32,63,05948,63,0596.74
10 year1,20,00,0002,50,15,3881,30,15,3887.62
12 year1,44,00,0003,53,38,2332,09,38,2337.77

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,725 - Absolute Returns: ₹1,10,725 - CAGR: 9.23%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,24,261 - Absolute Returns: ₹11,24,261 - CAGR: 9.48%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,33,186 - Absolute Returns: ₹27,33,186 - CAGR: 7.8%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,32,63,059 - Absolute Returns: ₹48,63,059 - CAGR: 6.74%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,50,15,388 - Absolute Returns: ₹1,30,15,388 - CAGR: 7.62%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,53,38,233 - Absolute Returns: ₹2,09,38,233 - CAGR: 7.77%