UTI Aggressive Hybrid Fund Direct Growth
Scheme code: INF789F01SK9
NAV value:
₹ 417.3627
NAV date: 19 March, 2026
TER: 1.21%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.71 | 75.09 | 12.33 | 15.27 | 11.16 |
| 3 year | -6.78 | 29.82 | 14.39 | 13.57 | 16.89 |
| 5 year | -0.68 | 27.05 | 12.54 | 13.02 | 14.46 |
| 7 year | 5.71 | 15.74 | 12.13 | 12.17 | 12.61 |
| 10 year | 11.44 | 14.84 | 13.45 | 13.37 | 13.61 |
| 12 year | 13.22 | 15.24 | 14.20 | 14.22 | 14.62 |
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,142 - Absolute Returns: ₹76,142 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,13,881 - Absolute Returns: ₹8,13,881 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,51,074 - Absolute Returns: ₹24,51,074 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,32,481 - Absolute Returns: ₹51,32,481 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,52,94,739 - Absolute Returns: ₹1,32,94,739 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,52,78,108 - Absolute Returns: ₹2,08,78,108 - CAGR: %Drawdown Metrics
Max Drawdown
-32.44 %
Drawdown Duration
26 months
Recovery Time
8 months
Avg Drawdown
-3.71 %
Calmar Ratio by Duration
1
Y
0.4707
3
Y
0.4183
5
Y
0.4013
7
Y
0.3751
10
Y
0.4121
12
Y
0.4383