MonitorDirect · Growth
UTI Aggressive Hybrid Fund
UTI Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
- NAV
- 429.9676
- 15 Sept 2026
- 1Y
- +0.1%
- Trailing CAGR
- AUM
- ₹6,740.42 Cr
- 31 Jul 2026
- Volatility
- Medium
- 11.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+0.1%
- 3Y+10.2%
- 5Y+11.0%
- 10Y+11.5%
- SI+12.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.0%
- 3Y+4.8%
- 5Y+10.0%
- 10Y+12.5%
- Since inception
- +12.3%
- Calendar-day CAGR
- Excess 1Y
- -3.6%
- Category median, same plan and option
- 3Y win rate
- +58%
- Windows beating the median
- 3Y percentile
- 42
- Vs comparable share classes
- Worst rolling 3Y
- -6.8%
- 2636 daily-ending windows
- Median rolling 3Y
- +14.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2143 daily-ending windows
- SIP 3Y XIRR
- +4.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 167 recovered episodes
- Longest recovery
- 239 days
- Trough to prior peak
- Current spell
- 252 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
23 Jan 2018 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-32.4%
19 Aug 2015 – 20 Jun 2016
Trough 29 Feb 2016 · recovered in 112 days
-14.5%
18 Oct 2021 – 8 Sept 2022
Trough 20 Jun 2022 · recovered in 80 days
-12.3%
15 Jan 2013 – 31 Oct 2013
Trough 28 Aug 2013 · recovered in 64 days
-12.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
42
Vs category
28
Consistency
58
Risk-adjusted
57
Drawdown
19
Mean
41
Portfolio
31 Jul 2026 · 134 holdings · top 10 are 34.4%.
- Top 5
- 22.0%
- Top 10
- 34.4%
- Largest holding
- 6.1%
- Effective holdings
- 53.3
HDFC Bank Ltd
Financial
6.1%
ICICI Bank Ltd
Financial
5.6%
Infosys Ltd
Technology
3.8%
Reliance Industries Ltd
Energy & Utilities
3.5%
Larsen & Toubro Ltd
Industrials
3.0%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 58% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +5.5%
- 3Y
- +13.3%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.61
- 3Y win
- +62%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Quant Aggressive Hybrid Fund
quant Mutual Fund
- 1Y
- +10.1%
- 3Y
- +12.4%
- Vol
- 13.0%
- Max DD
- -28.7%
- Sharpe
- 0.85
- 3Y win
- +80%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -4.7%
- 3Y
- +9.0%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.65
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns