UTI Aggressive Hybrid Fund
Direct · Growth ₹425.74
05 Jun 2026
NAV
13.6%
3Y CAGR
13.0%
5Y CAGR
13.3%
10Y CAGR
13.4%
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.
9.17
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.
NA
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 | ₹12.68 L | 15.5% | -49.5% | 75.1% |
| 3 Years | ₹36.00 L | ₹44.33 L | 13.6% | -19.8% | 30.4% |
| 5 Years | ₹60.00 L | ₹85.02 L | 13.3% | -8.2% | 25.7% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.3% | -2.0% | 20.7% |
| 10 Years | ₹1.20 Cr | ₹2.53 Cr | 14.2% | 11.2% | 17.1% |
| 12 Years | ₹1.44 Cr | ₹3.51 Cr | 14.0% | 12.0% | 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 | 15.5% | 15.3% |
| 3 Years | 13.6% | 14.5% |
| 5 Years | 13.3% | 14.4% |
| 7 Years | 13.3% | 14.1% |
| 10 Years | 14.2% | 14.2% |
| 12 Years | 14.0% | 13.8% |