HybridAggressive Hybrid FundDirect · Growth
UTI Aggressive Hybrid Fund -Direct Plan - Growth
UTI · Scheme 120674
₹447.35▼ 0.41%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
12.7%
Risk level
Moderately High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.33% |
| 3 Months | +3.31% |
| 6 Months | -0.46% |
| 1 Year | +3.76% |
| 3 Years (CAGR) | +12.72% |
| 5 Years (CAGR) | +12.41% |
| 10 Years (CAGR) | +12.30% |
| Since Launch | +12.67% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns48
Consistency68
Risk-adjusted38
Downside protection53
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 96% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 6.1%
- ✓ Volatility: 12% annualised
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +3.8%
- • 1Y return vs category: -2.0% vs category avg
- • Beat category: beat category in 52% of windows
- • Sharpe ratio: 0.55
Risk metrics
Sharpe ratio
0.55
Sortino ratio
0.66
Volatility
11.59%
Max drawdown
-32.44%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.