Previously Known As : Uti Hybrid Equity Fund
Uti Aggressive Hybrid Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 10
Rating
Growth Option 26-10-2026
NAV ₹386.64(R) +0.42% ₹419.19(D) +0.42%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -6.1% 9.61% 8.45% 13.39% 10.34%
Direct -5.51% 10.31% 9.13% 14.14% 11.08%
Benchmark
SIP (XIRR) Regular -8.51% 0.96% 7.5% 10.63% 10.69%
Direct -7.94% 1.62% 8.22% 11.37% 11.43%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.55 0.25 0.57 3.72% 0.06
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
10.89% -14.54% -11.42% 1.16 8.28%
Fund AUM As on: 30/12/2025 6629 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Bank of India Mid & Small Cap Equity & Debt Fund 1
quant Aggressive Hybrid Fund 2
Bandhan Aggressive Hybrid Fund 3
ICICI Prudential Equity & Debt Fund 4
Kotak Aggressive Hybrid Fund 5
Navi Aggressive Hybrid Fund 6

NAV Date: 26-10-2026

Scheme Name NAV Rupee Change Percent Change
UTI Aggressive Hybrid Fund - Regular Plan - IDCW 37.91
0.1600
0.4200%
UTI Aggressive Hybrid Fund - Direct Plan - IDCW 43.12
0.1800
0.4200%
UTI Aggressive Hybrid Fund - Regular Plan - Growth 386.64
1.6100
0.4200%
UTI Aggressive Hybrid Fund -Direct Plan - Growth 419.19
1.7700
0.4200%

Review Date: 26-10-2026

Beginning of Analysis

UTI Aggressive Hybrid Fund is the 14th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The 3 star rating shows an average past performance of the UTI Aggressive Hybrid Fund in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 3.72% which is higher than the category average of 2.59%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.55 which is higher than the category average of 0.44.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

UTI Aggressive Hybrid Fund Return Analysis

  • The fund has given a return of -1.8%, -4.77 and -3.25 in last one, three and six months respectively. In the same period the category average return was -2.36%, -4.27% and -2.23% respectively.
  • UTI Aggressive Hybrid Fund has given a return of -5.51% in last one year. In the same period the Aggressive Hybrid Fund category average return was -4.63%.
  • The fund has given a return of 10.31% in last three years and ranked 16.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 10.66%.
  • The fund has given a return of 9.13% in last five years and ranked 10th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 8.73%.
  • The fund has given a return of 11.08% in last ten years and ranked 11th out of nineteen funds in the category. In the same period the category average return was 11.49%.
  • The fund has given a SIP return of -7.94% in last one year whereas category average SIP return is -5.5%. The fund one year return rank in the category is 22nd in 28 funds
  • The fund has SIP return of 1.62% in last three years and ranks 18th in 28 funds. Bank of India Mid & Small Cap Equity & Debt Fund has given the highest SIP return (8.12%) in the category in last three years.
  • The fund has SIP return of 8.22% in last five years whereas category average SIP return is 8.32%.

UTI Aggressive Hybrid Fund Risk Analysis

  • The fund has a standard deviation of 10.89 and semi deviation of 8.28. The category average standard deviation is 11.8 and semi deviation is 8.78.
  • The fund has a Value at Risk (VaR) of -14.54 and a maximum drawdown of -11.42. The category average VaR is -16.33 and the maximum drawdown is -13.33. The fund has a beta of 1.13 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.84
    -2.45
    		-5.28 | -0.99 11 | 29 Good
    3M Return % -4.91
    -4.55
    		-7.13 | -2.30 19 | 29 Average
    6M Return % -3.54
    -2.80
    		-5.96 | 3.02 19 | 28 Average
    1Y Return % -6.10
    -5.75
    		-10.49 | 5.57 15 | 28 Average
    3Y Return % 9.61
    9.34
    		5.64 | 14.46 10 | 28 Good
    5Y Return % 8.45
    7.45
    		4.09 | 12.03 8 | 26 Good
    7Y Return % 13.39
    11.79
    		8.37 | 19.27 5 | 25 Very Good
    10Y Return % 10.34
    10.29
    		7.41 | 14.42 10 | 19 Good
    15Y Return % 11.49
    11.89
    		9.06 | 15.22 9 | 14 Average
    1Y SIP Return % -8.51
    -6.61
    		-13.18 | 3.49 20 | 28 Average
    3Y SIP Return % 0.96
    1.42
    		-1.78 | 6.68 15 | 28 Average
    5Y SIP Return % 7.50
    6.99
    		3.99 | 12.50 10 | 26 Good
    7Y SIP Return % 10.63
    9.50
    		6.40 | 15.66 7 | 25 Very Good
    10Y SIP Return % 10.69
    10.31
    		7.14 | 15.12 7 | 19 Good
    15Y SIP Return % 11.07
    11.13
    		8.28 | 14.83 8 | 14 Good
    Standard Deviation 10.89
    11.80
    		10.45 | 15.95 7 | 28 Very Good
    Semi Deviation 8.28
    8.78
    		7.60 | 11.45 9 | 28 Good
    Max Drawdown % -11.42
    -13.33
    		-18.90 | -9.66 5 | 28 Very Good
    VaR 1 Y % -14.54
    -16.33
    		-26.04 | -11.06 8 | 28 Good
    Average Drawdown % 7.82
    6.31
    		3.75 | 9.66 5 | 28 Very Good
    Sharpe Ratio 0.55
    0.44
    		0.09 | 0.87 6 | 28 Very Good
    Sterling Ratio 0.57
    0.49
    		0.30 | 0.76 6 | 28 Very Good
    Sortino Ratio 0.25
    0.21
    		0.05 | 0.41 8 | 28 Good
    Jensen Alpha % 3.72
    2.59
    		-0.84 | 8.79 6 | 28 Very Good
    Treynor Ratio 0.06
    0.05
    		0.01 | 0.10 9 | 28 Good
    Modigliani Square Measure % 5.16
    4.10
    		0.83 | 8.14 6 | 28 Very Good
    Alpha % 4.69
    3.39
    		-0.49 | 10.82 7 | 28 Very Good
    Return data last Updated On : Oct. 26, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.80 -2.36 -5.17 | -0.88 12 | 29 Good
    3M Return % -4.77 -4.27 -6.83 | -1.84 20 | 29 Average
    6M Return % -3.25 -2.23 -5.31 | 4.00 20 | 28 Average
    1Y Return % -5.51 -4.63 -9.70 | 7.01 15 | 28 Average
    3Y Return % 10.31 10.66 6.32 | 15.93 16 | 28 Average
    5Y Return % 9.13 8.73 5.49 | 13.33 10 | 26 Good
    7Y Return % 14.14 13.13 10.00 | 20.55 9 | 25 Good
    10Y Return % 11.08 11.49 9.10 | 15.54 11 | 19 Average
    1Y SIP Return % -7.94 -5.50 -11.93 | 4.94 22 | 28 Poor
    3Y SIP Return % 1.62 2.67 -1.13 | 8.12 18 | 28 Average
    5Y SIP Return % 8.22 8.32 4.69 | 13.94 11 | 26 Good
    7Y SIP Return % 11.37 10.86 8.18 | 17.05 10 | 25 Good
    10Y SIP Return % 11.43 11.54 8.89 | 16.36 8 | 19 Good
    Standard Deviation 10.89 11.80 10.45 | 15.95 7 | 28 Very Good
    Semi Deviation 8.28 8.78 7.60 | 11.45 9 | 28 Good
    Max Drawdown % -11.42 -13.33 -18.90 | -9.66 5 | 28 Very Good
    VaR 1 Y % -14.54 -16.33 -26.04 | -11.06 8 | 28 Good
    Average Drawdown % 7.82 6.31 3.75 | 9.66 5 | 28 Very Good
    Sharpe Ratio 0.55 0.44 0.09 | 0.87 6 | 28 Very Good
    Sterling Ratio 0.57 0.49 0.30 | 0.76 6 | 28 Very Good
    Sortino Ratio 0.25 0.21 0.05 | 0.41 8 | 28 Good
    Jensen Alpha % 3.72 2.59 -0.84 | 8.79 6 | 28 Very Good
    Treynor Ratio 0.06 0.05 0.01 | 0.10 9 | 28 Good
    Modigliani Square Measure % 5.16 4.10 0.83 | 8.14 6 | 28 Very Good
    Alpha % 4.69 3.39 -0.49 | 10.82 7 | 28 Very Good
    Return data last Updated On : Oct. 26, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Uti Aggressive Hybrid Fund NAV Regular Growth Uti Aggressive Hybrid Fund NAV Direct Growth
    26-10-2026 386.6354 419.1865
    23-10-2026 385.0206 417.4162
    22-10-2026 388.0463 420.6899
    21-10-2026 390.2995 423.1261
    19-10-2026 391.3584 424.2607
    16-10-2026 393.9971 427.1013
    15-10-2026 391.8851 424.8052
    14-10-2026 388.8391 421.4967
    13-10-2026 389.2584 421.9447
    12-10-2026 385.2407 417.5831
    09-10-2026 387.0305 419.5035
    08-10-2026 383.5777 415.7545
    07-10-2026 389.7705 422.4601
    06-10-2026 392.3697 425.2707
    05-10-2026 390.6412 423.3906
    01-10-2026 388.8996 421.4767
    30-09-2026 391.5899 424.3857
    29-09-2026 392.3375 425.1893
    28-09-2026 393.8978 426.8736

    Fund Launch Date: 02/Jan/1995
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
    Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
    Fund Benchmark: CRISIL Hybrid25+75 AggressiveIndex
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.