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MF_120674

UTI Aggressive Hybrid Fund -Direct Plan - Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹47,591.39
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.94%
MF_120674 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
6.76%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.76
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.74
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 13% 26%
60 days 53% 9% 15%
90 days 52% 8% 11%
180 days 56% 6% 7%
1Yr 62% 4% 5%
3Yr 61% 3% 4%
5Yr 41% 2% 2%
7Yr 20% 1% 1%
10Yr 39% 0% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Aggressive Hybrid Fund -Direct Plan - Growth Nifty 50
30 days -8.8% | -51.7% | 17.1% | 131.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.3% | -37.6% | 15.3% | 100.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.0% | -30.4% | 14.4% | 88.4% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.1% | -10.4% | 11.0% | 53.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.2% | -1.2% | 14.0% | 24.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.5% | 3.5% | 12.6% | 23.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.7% | 7.6% | 12.3% | 15.3% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.1% | 11.5% | 13.2% | 14.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 31, 2013 289 days 12% Nifty 50: 12% 10120 8905 10145
Dec. 4, 2014 Jan. 17, 2015 44 days 5% Nifty 50: 6% 14399 13664 14439
March 3, 2015 Aug. 5, 2015 155 days 7% Nifty 50: 11% 14936 13914 14955
Aug. 19, 2015 June 18, 2016 304 days 14% Nifty 50: 18% 15009 12838 15024
Oct. 25, 2016 Feb. 2, 2017 100 days 7% Nifty 50: 9% 16657 15427 16733
Jan. 23, 2018 Nov. 11, 2020 1023 days 32% Nifty 50: 29% 20683 13973 20703
Oct. 18, 2021 Sept. 8, 2022 325 days 12% Nifty 50: 16% 30877 27084 31030
Sept. 13, 2022 Nov. 5, 2022 53 days 5% Nifty 50: 7% 31364 29658 31446
Dec. 1, 2022 April 29, 2023 149 days 6% Nifty 50: 10% 32124 30294 32238
Sept. 26, 2024 Oct. 28, 2025 397 days 12% Nifty 50: 15% 50132 44115 50159
Jan. 2, 2026 Oct. 30, 2026 301 days 11% Nifty 50: 15% 51456 45948 47591