UTI Aggressive Hybrid Fund Direct Growth

Scheme code: INF789F01SK9 NAV value: ₹ 408.5466 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 18.40 41.03 31.14 27.44
3 year 14.88 21.32 18.47 15.67
5 year 15.33 22.26 18.75 17.45
7 year 12.66 15.29 13.71 14.11
10 year 12.47 14.89 13.69 14.11

Rolling return for 1 year

Average return: 31.14%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.51 18.4 21.51 18.4 1.56 19.95 01-2024 01-2025
26.33 24.04 30.37 20.2 3.69 25.24 12-2023 12-2024
31.22 28.38 35.61 24.23 4.15 29.86 11-2023 11-2024
34.41 35.89 41.03 29.52 4.1 35.21 10-2023 10-2024
35.65 35.99 39.67 32.08 2.69 35.85 09-2023 09-2024
32.09 36.91 39.12 29.98 3.65 34.52 08-2023 08-2024
34.15 34.35 39.05 29.62 3.34 34.29 07-2023 07-2024
28.09 33.76 39.31 22.98 6.11 31.04 06-2023 06-2024
30.17 31.87 35.43 26.75 3.13 31.06 05-2023 05-2024
34.37 32.99 38.05 29.44 3.08 33.71 04-2023 04-2024
33.44 32.43 36.97 29.03 2.83 32.97 03-2023 03-2024
30 29.81 33.5 26.4 2.51 29.93 02-2023 02-2024

Rolling return for 3 year

Average return: 18.47%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.76 15.83 17.76 15.83 0.97 16.8 01-2022 01-2025
18.56 18.08 19.81 16.85 1.06 18.33 12-2021 12-2024
16.99 16.14 18.28 14.88 1.24 16.57 11-2021 11-2024
17.22 17.25 19.11 15.39 1.32 17.24 10-2021 10-2024
19.34 19.1 20.5 17.94 0.91 19.22 09-2021 09-2024
18.61 19.47 20.68 17.42 1.19 19.05 08-2021 08-2024
19.76 19.93 21.2 18.51 0.95 19.85 07-2021 07-2024
17.15 19.47 20.48 16.17 1.73 18.32 06-2021 06-2024
19.22 18.22 20.81 16.67 1.51 18.73 05-2021 05-2024
20.23 19.7 21.32 18.63 0.97 19.97 04-2021 04-2024
19.14 18.26 20.18 17.24 1.09 18.71 03-2021 03-2024
19.56 18.19 20.62 17.15 1.32 18.88 02-2021 02-2024

Rolling return for 5 year

Average return: 18.75%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.56 18.78 19.56 18.78 0.39 19.17 01-2020 01-2025
19.94 20.01 20.7 19.25 0.51 19.98 12-2019 12-2024
19.56 19.61 20.34 18.83 0.53 19.58 11-2019 11-2024
20.8 20.96 21.96 19.8 0.77 20.88 10-2019 10-2024
21.55 20.99 22.26 20.29 0.72 21.27 09-2019 09-2024
20.6 21.05 21.85 19.81 0.74 20.83 08-2019 08-2024
19.59 19.21 20.45 18.36 0.75 19.4 07-2019 07-2024
16.87 18.06 18.85 16.09 1.06 17.47 06-2019 06-2024
17.17 16.77 18.1 15.85 0.81 16.97 05-2019 05-2024
16.21 16.41 16.84 15.78 0.38 16.31 04-2019 04-2024
16.45 15.93 17.06 15.33 0.64 16.19 03-2019 03-2024
16.96 16.84 17.59 16.22 0.49 16.9 02-2019 02-2024

Rolling return for 7 year

Average return: 13.71%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.23 12.74 13.23 12.74 0.25 12.99 01-2018 01-2025
13.79 13.63 14.3 13.12 0.42 13.71 12-2017 12-2024
13.49 13.58 14.02 13.05 0.34 13.54 11-2017 11-2024
14.14 14.34 14.93 13.56 0.49 14.24 10-2017 10-2024
14.81 14.8 15.29 14.32 0.34 14.8 09-2017 09-2024
14.3 14.68 15.15 13.83 0.49 14.49 08-2017 08-2024
14.11 14.31 14.69 13.73 0.35 14.21 07-2017 07-2024
12.89 14.09 14.26 12.73 0.69 13.49 06-2017 06-2024
13.14 13.3 13.78 12.66 0.4 13.22 05-2017 05-2024
13.21 13.28 13.64 12.84 0.28 13.24 04-2017 04-2024
13.25 13.19 13.67 12.77 0.32 13.22 03-2017 03-2024
13.36 13.32 13.8 12.89 0.32 13.34 02-2017 02-2024

Rolling return for 10 year

Average return: 13.69%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.15 12.47 13.15 12.47 0.34 12.81 01-2015 01-2025
13.3 13.06 13.66 12.71 0.35 13.18 12-2014 12-2024
12.88 12.92 13.25 12.55 0.25 12.9 11-2014 11-2024
13.65 13.65 14.19 13.11 0.38 13.65 10-2014 10-2024
13.86 13.83 14.2 13.5 0.25 13.85 09-2014 09-2024
13.83 14.02 14.43 13.43 0.36 13.93 08-2014 08-2024
13.91 13.87 14.32 13.47 0.3 13.89 07-2014 07-2024
13.08 13.57 14.04 12.62 0.53 13.33 06-2014 06-2024
14.06 13.46 14.51 13.01 0.57 13.76 05-2014 05-2024
14.13 14.16 14.44 13.85 0.21 14.14 04-2014 04-2024
14.49 14.09 14.79 13.79 0.38 14.29 03-2014 03-2024
14.58 14.62 14.89 14.32 0.2 14.6 02-2014 02-2024