Should I invest in UTI Aggressive Hybrid Fund?

We don't give personal investment advice. UTI Aggressive Hybrid Fund -Direct Plan - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.3%. 5-year CAGR: 12.76%.

UTI

UTI Aggressive Hybrid Fund -Direct Plan - Growth

Latest NAV

₹425.3760

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.32%	+4.36%	-4.04	11 / 30	Q2
1W	-1.24%	+2.94%	-4.18	16 / 30	Q3
2W	-0.55%	+4.15%	-4.70	23 / 30	Q4
1M	-1.49%	+3.24%	-4.72	20 / 30	Q3
3M	-2.73%	+3.65%	-6.38	26 / 30	Q4
6M	-4.97%	+0.91%	-5.87	21 / 30	Q3
YTD	-5.72%	+0.57%	-6.30	22 / 30	Q3
1Y	-0.54%	+5.12%	-5.65	19 / 30	Q3
2Y	+4.59%	+6.03%	-1.44	16 / 30	Q3
3Y	+13.43%	+13.60%	-0.17	13 / 30	Q2
4Y	+14.01%	+13.47%	+0.54	10 / 29	Q2
5Y	+12.76%	+12.07%	+0.69	10 / 27	Q2
7Y	+13.54%	+13.22%	+0.31	9 / 25	Q2
10Y	+12.51%	+12.69%	-0.18	11 / 19	Q3
Inception	+12.44%	+12.86%	-0.42	17 / 30	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.72%	-3.75%	-1.97	21 / 29
2025	+6.80%	+10.33%	-3.53	13 / 30
2024	+20.20%	+17.99%	+2.21	10 / 30
2023	+25.86%	+21.88%	+3.99	6 / 30
2022	+6.29%	+3.88%	+2.41	10 / 28
2021	+30.72%	+26.63%	+4.10	6 / 27
2020	+13.81%	+15.17%	-1.35	15 / 26
2019	+2.92%	+9.11%	-6.19	22 / 24
2018	-4.83%	-1.88%	-2.95	18 / 20
2017	+26.17%	+25.86%	+0.31	8 / 20
2016	+9.12%	+6.34%	+2.78	5 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.05%

152 windows

min -26.8% · max 67.6%

87% positive

3-Year rolling

+13.47%

127 windows

min -6.1% · max 27.1%

95% positive

5-Year rolling

+12.97%

103 windows

min -0.2% · max 24.1%

99% positive

7-Year rolling

+12.20%

79 windows

min 6.4% · max 15.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.80%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.10

Downside-only deviation

Max drawdown

-12.00%

Sep 2024 → Mar 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹425.3760
2 Jun 2026	₹426.9621
1 Jun 2026	₹425.5961
29 May 2026	₹427.4465
27 May 2026	₹431.2632
26 May 2026	₹432.3151
25 May 2026	₹432.5499
22 May 2026	₹429.0048
21 May 2026	₹428.9839
20 May 2026	₹429.0339

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of UTI Aggressive Hybrid Fund -Direct Plan - Growth is ₹425.3760. It's a Aggressive Hybrid Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Aggressive Hybrid Fund -Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI Aggressive Hybrid Fund -Direct Plan - Growth is managed by UTI. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Aggressive Hybrid Fund -Direct Plan - Growth has delivered a absolute return of -0.54% — -5.65 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #19 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, UTI Aggressive Hybrid Fund -Direct Plan - Growth has delivered a CAGR of 13.43% — -0.17 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #13 of 30 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI Aggressive Hybrid Fund -Direct Plan - Growth has delivered a CAGR of 12.76% — +0.69 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #10 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in UTI Aggressive Hybrid Fund -Direct Plan - Growth exactly 10 years ago would be worth approximately ₹325,084 today — a multiplier of 3.25×, based on the 10-year CAGR of 12.51%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in UTI Aggressive Hybrid Fund -Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹785,026 today. That's an XIRR (money-weighted annualised return) of 10.68%.

A ₹10,000 monthly SIP for 10 years in UTI Aggressive Hybrid Fund -Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,332,468 (multiplier 1.94×). XIRR: 12.75%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, UTI Aggressive Hybrid Fund -Direct Plan - Growth ranks #10 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.07%; this fund delivered 12.76%.

The worst peak-to-trough decline UTI Aggressive Hybrid Fund -Direct Plan - Growth has experienced over the last 5-year window is 12.28% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI Aggressive Hybrid Fund -Direct Plan - Growth averaged 12.97% (best 24.10%, worst -0.18%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, UTI Aggressive Hybrid Fund -Direct Plan - Growth returned 6.80% — lagging the Aggressive Hybrid Fund category average of 10.33% by 3.53 pp. It ranked #13 of 30 in its category that year.

UTI Aggressive Hybrid Fund -Direct Plan - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. UTI Aggressive Hybrid Fund -Direct Plan - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.3%. 5-year CAGR: 12.76%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.