Uti Hybrid Equity Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
UTI Hybrid Equity Fund - Regular Plan - IDCW 20/Mar/2023 31.2683
-0.1566
-0.4983%
UTI Hybrid Equity Fund - Direct Plan - IDCW 20/Mar/2023 33.9833
-0.1684
-0.4931%
UTI - Hybrid Equity Fund - Regular Plan - Growth 20/Mar/2023 254.2111
-1.2729
-0.4982%
UTI - Hybrid Equity Fund -Direct Plan - Growth 20/Mar/2023 269.4133
-1.3354
-0.4932%

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

Fund Performance Analysis

Uti Hybrid Equity Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 9

Uti Hybrid Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-3.83
-3.50
No
No
No
20/27 -5.23 / -2.18
1M Rolling Return %
0.28
0.08
Yes
Yes
No
7/27 -0.36 / 0.71
3M Return %
-4.06
-5.19
Yes
Yes
No
6/27 -9.89 / -2.94
3M Rolling Return %
1.45
0.69
Yes
Yes
No
7/27 -1.78 / 3.00
6M Return %
-1.57
-2.83
Yes
No
No
8/27 -9.38 / 1.03
6M Rolling Return %
1.52
0.63
Yes
No
No
9/26 -2.72 / 4.38
1Y Return %
4.19
1.14
Yes
Yes
No
6/27 -6.67 / 6.98
1Y Rolling Return %
18.75
16.05
Yes
Yes
No
5/25 9.25 / 32.77
3Y Return %
25.47
21.35
Yes
Yes
No
4/25 14.10 / 37.79
3Y Rolling Return %
13.97
14.16
No
No
No
11/20 7.02 / 27.58
5Y Return %
9.00
9.44
No
No
No
13/20 4.92 / 17.93
Standard Deviation
18.19
17.37
No
No
No
18/25 14.76 / 22.69
Semi Deviation
14.38
13.59
No
No
Yes
19/25 11.36 / 19.32
Max Drawdown
-24.42
-21.80
No
No
Yes
22/25 -34.70 / -16.27
VaR 1 Y
-15.67
-13.44
No
No
Yes
23/25 -18.65 / -9.98
Average Drawdown
-8.98
-7.37
No
No
Yes
21/25 -11.59 / -5.27
Sharpe Ratio
0.48
0.37
Yes
Yes
No
5/25 0.02 / 1.21
Sterling Ratio
0.46
0.43
Yes
No
No
8/25 0.20 / 0.95
Sortino Ratio
0.22
0.18
Yes
Yes
No
6/25 0.04 / 0.54
Jensen Alpha
0.04
-2.03
Yes
Yes
No
5/20 -11.59 / 14.26
Treynor Ratio
0.08
0.06
Yes
Yes
No
4/20 0.00 / 0.20
Modigliani Square measure
14.85
11.75
Yes
Yes
No
3/20 6.08 / 24.44
Active Return
-0.01
-0.02
Yes
No
No
6/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 20, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Uti Hybrid Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Uti Hybrid Equity Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

5 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 0.04% 19.05% -16.27% -9.98% 0.44 0.20 0.49

Edelweiss Aggressive Hybrid Fund

2 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 3.81% 22.66% -21.18% -11.64% 0.45 0.21 0.50

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 12 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 0.79% 22.31% -19.33% -11.96% 0.53 0.24 0.48

Quant Absolute Fund

4 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 4.95% 37.79% -21.56% -14.66% 1.21 0.54 0.48

Tata Hybrid Equity Fund

3 The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. 4.90% 21.79% -21.61% -14.93% 0.41 0.20 0.48

Uti Hybrid Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-3.78
-3.40
No
No
Yes
21/27 -5.09 / -2.09
1M Rolling Return %
0.34
0.18
Yes
No
No
8/27 -0.28 / 0.81
3M Return %
-3.91
-4.91
Yes
Yes
No
6/27 -9.54 / -2.80
3M Rolling Return %
1.60
0.99
Yes
No
No
9/27 -1.55 / 3.15
6M Return %
-1.26
-2.24
Yes
No
No
11/27 -8.65 / 1.48
6M Rolling Return %
1.82
1.22
Yes
No
No
9/26 -2.08 / 5.03
1Y Return %
4.83
2.38
Yes
No
No
8/27 -5.93 / 8.12
1Y Rolling Return %
19.50
17.42
Yes
Yes
No
5/25 11.08 / 33.35
3Y Return %
26.32
22.80
Yes
Yes
No
5/25 15.43 / 39.07
3Y Rolling Return %
14.76
15.38
No
No
No
13/20 7.85 / 28.70
5Y Return %
9.75
10.64
No
No
No
13/20 5.81 / 19.07
Standard Deviation
18.19
17.37
No
No
No
18/25 14.76 / 22.69
Semi Deviation
14.38
13.59
No
No
Yes
19/25 11.36 / 19.32
Max Drawdown
-24.42
-21.80
No
No
Yes
22/25 -34.70 / -16.27
VaR 1 Y
-15.67
-13.44
No
No
Yes
23/25 -18.65 / -9.98
Average Drawdown
-8.98
-7.37
No
No
Yes
21/25 -11.59 / -5.27
Sharpe Ratio
0.48
0.37
Yes
Yes
No
5/25 0.02 / 1.21
Sterling Ratio
0.46
0.43
Yes
No
No
8/25 0.20 / 0.95
Sortino Ratio
0.22
0.18
Yes
Yes
No
6/25 0.04 / 0.54
Jensen Alpha
0.04
-2.03
Yes
Yes
No
5/20 -11.59 / 14.26
Treynor Ratio
0.08
0.06
Yes
Yes
No
4/20 0.00 / 0.20
Modigliani Square measure
14.85
11.75
Yes
Yes
No
3/20 6.08 / 24.44
Active Return
-0.01
-0.02
Yes
No
No
6/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : March 20, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Uti Hybrid Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -3.83% -3.78%
1M Rolling Return % 0.28% 0.34%
3M Return % -4.06% -3.91%
3M Rolling Return % 1.45% 1.60%
6M Return % -1.57% -1.26%
6M Rolling Return % 1.52% 1.82%
1Y Return % 4.19% 4.83%
1Y Rolling Return % 18.75% 19.50%
3Y Return % 25.47% 26.32%
3Y Rolling Return % 13.97% 14.76%
5Y Return % 9.00% 9.75%
Standard Deviation 18.19% 18.19%
Semi Deviation 14.38% 14.38%
Max Drawdown -24.42% -24.42%
VaR 1 Y -15.67% -15.67%
Average Drawdown -8.98% -8.98%
Sharpe Ratio 0.48% 0.48%
Sterling Ratio 0.46% 0.46%
Sortino Ratio 0.22% 0.22%
Jensen Alpha 0.04% 0.04%
Treynor Ratio 0.08% 0.08%
Modigliani Square measure 14.85% 14.85%
Active Return -0.01% -0.01%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Uti Hybrid Equity Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.57% 17.51% 11.92% 0.00%
One Year -45.22% 85.53% 13.49% 15.36%
Three Year -4.26% 42.40% 12.10% 1.11%
Five Year 1.48% 34.36% 12.26% 0.00%
Seven Year 5.61% 23.23% 11.57% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

-0.26
1
-0.32
2
-2.89
5
-3.57
3
0.18
4
6.56
2
24.80
6
9.71
9

Shriram Hybrid Equity Fund

-0.34
2
-0.80
17
-3.34
10
-5.61
19
-4.48
23
-0.62
19
16.14
23
7.41
15

Sbi Equity Hybrid Fund

-0.35
3
-0.45
5
-3.56
15
-6.56
25
-5.54
25
-3.04
25
17.56
20
9.96
8

Indiabulls Equity Hybrid Fund

-0.37
4
-0.46
6
-3.52
14
-5.13
15
-1.64
9
1.99
12
18.49
17

Franklin India Equity Hybrid Fund

-0.40
5
-0.21
1
-2.18
1
-4.71
9
-1.50
7
4.02
7
21.30
12
9.67
10

Idfc Hybrid Equity Fund

-0.41
6
-0.84
20
-4.04
24
-5.04
14
-3.48
18
-0.94
21
22.25
10
8.11
14

Union Hybrid Equity Fund

-0.41
7
-0.66
14
-3.82
18
-6.51
24
-4.36
22
-0.98
22

Tata Hybrid Equity Fund

-0.43
8
-0.82
19
-3.89
22
-5.88
22
-2.17
11
4.90
5
21.79
11
9.06
12

Lic Mf Equity Hybrid Fund

-0.44
9
-0.64
13
-4.27
26
-4.76
10
-3.78
21
-1.93
23
14.10
25
6.90
17

Kotak Equity Hybrid Fund

-0.45
10
-0.59
9
-2.66
3
-3.86
4
-1.89
10
3.27
10
25.12
5
11.29
3

Nippon India Equity Hybrid Fund

-0.46
11
-0.59
10
-3.45
13
-4.83
11
-1.32
6
3.27
9
23.06
7
4.92
20

Idbi Hybrid Equity Fund

-0.47
12
-0.59
8
-3.61
16
-5.95
23
-2.85
14
-2.74
24
16.45
21
5.69
19

Axis Equity Hybrid Fund

-0.49
13
-1.05
25
-5.23
27
-7.28
26
-7.40
26
-6.48
26
16.12
24

Uti Hybrid Equity Fund

-0.50
14
-0.58
7
-3.83
20
-4.06
6
-1.57
8
4.19
6
25.47
4
9.00
13

Pgim India Hybrid Equity Fund

-0.50
15
-0.45
4
-2.84
4
-3.47
2
0.32
3
2.61
11
19.06
15
7.00
16

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.52
16
-0.76
15
-3.27
8
-4.85
12
-2.20
12
0.79
15
22.31
9

Icici Prudential Equity & Debt Fund

-0.54
17
-0.97
24
-2.61
2
-2.94
1
1.03
1
5.73
3
30.32
2
13.57
2

Invesco India Equity & Bond Fund

-0.54
18
-0.42
3
-3.03
6
-5.17
17
-3.77
20
-0.35
18
16.24
22

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.54
19
-0.61
11
-4.08
25
-5.63
20
-2.90
15
0.98
14

Mirae Asset Hybrid Equity Fund

-0.55
20
-0.81
18
-3.83
19
-5.69
21
-3.45
17
0.09
16
20.27
13
10.39
6

Edelweiss Aggressive Hybrid Fund

-0.55
21
-0.85
21
-3.40
12
-4.03
5
-0.38
5
3.81
8
22.66
8
11.22
4

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.59
22
-0.61
12
-3.34
9
-5.26
18
-5.11
24
-6.67
27
19.43
14
6.59
18

Canara Robeco Equity Hybrid Fund

-0.62
23
-0.89
23
-3.87
21
-5.16
16
-3.35
16
0.04
17
19.05
16
10.84
5

Dsp Equity & Bond Fund

-0.64
24
-1.17
26
-3.95
23
-4.66
8
-3.64
19
-0.77
20
17.76
18
9.57
11

Navi Equity Hybrid Fund

-0.64
25
-0.88
22
-3.63
17
-5.00
13
-2.58
13
0.99
13
17.73
19

Quant Absolute Fund

-0.76
26
-0.79
16
-3.35
11
-9.89
27
-9.38
27
4.95
4
37.79
1
17.93
1

Jm Equity Hybrid Fund

-1.15
27
-1.52
27
-3.08
7
-4.61
7
0.87
2
6.98
1
28.45
3
9.99
7
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

-0.26
1
-0.31
2
-2.83
5
-3.41
3
0.51
5
7.26
2
25.60
6
10.48
11

Union Hybrid Equity Fund

-0.32
2
-0.64
14
-3.73
19
-6.21
24
-3.80
23
0.16
22

Shriram Hybrid Equity Fund

-0.33
3
-0.77
17
-3.21
10
-5.25
20
-3.75
22
0.89
19
17.92
22
8.95
15

Sbi Equity Hybrid Fund

-0.35
4
-0.43
5
-3.50
16
-6.41
25
-5.22
25
-2.38
25
18.37
20
10.75
9

Indiabulls Equity Hybrid Fund

-0.36
5
-0.44
6
-3.44
14
-4.92
17
-1.21
9
3.37
12
20.62
15

Franklin India Equity Hybrid Fund

-0.39
6
-0.19
1
-2.09
1
-4.47
10
-1.01
7
5.06
7
22.52
12
10.82
8

Idfc Hybrid Equity Fund

-0.40
7
-0.82
21
-3.93
24
-4.73
14
-2.86
18
0.33
20
23.84
10
9.57
14

Tata Hybrid Equity Fund

-0.42
8
-0.81
20
-3.81
22
-5.66
22
-1.70
13
5.91
6
22.99
11
10.28
12

Lic Mf Equity Hybrid Fund

-0.43
9
-0.62
13
-4.19
26
-4.52
11
-3.27
21
-0.87
23
15.43
25
8.14
17

Kotak Equity Hybrid Fund

-0.44
10
-0.56
7
-2.54
2
-3.52
4
-1.20
8
4.74
9
26.86
4
12.76
4

Nippon India Equity Hybrid Fund

-0.46
11
-0.57
10
-3.38
13
-4.64
13
-0.93
6
4.07
11
24.01
9
5.81
20

Idbi Hybrid Equity Fund

-0.46
12
-0.57
9
-3.57
17
-5.78
23
-2.45
15
-1.95
24
17.42
24
6.88
19

Pgim India Hybrid Equity Fund

-0.48
13
-0.42
4
-2.69
4
-3.08
2
1.16
3
4.31
10
21.02
14
8.70
16

Uti Hybrid Equity Fund

-0.49
14
-0.57
8
-3.78
21
-3.91
6
-1.26
11
4.83
8
26.32
5
9.75
13

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.51
15
-0.73
15
-3.11
8
-4.40
8
-1.24
10
2.81
14
24.68
8

Edelweiss Aggressive Hybrid Fund

-0.52
16
-0.79
19
-3.20
9
-3.54
5
0.64
4
5.92
5
24.99
7
13.04
3

Axis Equity Hybrid Fund

-0.53
17
-1.05
25
-5.09
27
-7.02
26
-6.85
26
-5.33
26
17.70
23

Icici Prudential Equity & Debt Fund

-0.53
18
-0.96
24
-2.56
3
-2.80
1
1.32
2
6.32
4
31.01
2
14.30
2

Invesco India Equity & Bond Fund

-0.53
19
-0.39
3
-2.88
6
-4.78
15
-2.96
19
1.30
17
18.14
21

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.53
20
-0.58
11
-3.94
25
-5.25
19
-2.11
14
2.68
15

Mirae Asset Hybrid Equity Fund

-0.54
21
-0.78
18
-3.71
18
-5.36
21
-2.77
16
1.49
16
22.01
13
12.05
6

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.58
22
-0.60
12
-3.27
12
-5.07
18
-4.73
24
-5.93
27
20.37
17
7.48
18

Canara Robeco Equity Hybrid Fund

-0.61
23
-0.87
23
-3.77
20
-4.89
16
-2.78
17
1.25
18
20.48
16
12.18
5

Navi Equity Hybrid Fund

-0.63
24
-0.85
22
-3.46
15
-4.56
12
-1.65
12
2.91
13
19.95
18

Dsp Equity & Bond Fund

-0.63
25
-1.15
26
-3.86
23
-4.41
9
-3.14
20
0.27
21
18.97
19
10.68
10

Quant Absolute Fund

-0.75
26
-0.76
16
-3.22
11
-9.54
27
-8.65
27
6.71
3
39.07
1
19.07
1

Jm Equity Hybrid Fund

-1.15
27
-1.50
27
-3.00
7
-4.33
7
1.48
1
8.12
1
29.58
3
11.06
7
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.16
20
-0.31
21
-1.81
25
18.10
6
12.06
15

Axis Equity Hybrid Fund

-0.20
24
-1.78
27
-2.72
26
15.24
12

Franklin India Equity Hybrid Fund

0.08
10
0.34
17
0.98
10
12.25
19
13.62
13

Shriram Hybrid Equity Fund

-0.21
25
0.18
18
-0.37
19
10.09
23
10.48
19

Canara Robeco Equity Hybrid Fund

-0.11
19
0.05
19
-0.09
14
14.60
14
15.42
4

Dsp Equity & Bond Fund

0.57
4
-0.41
24
-0.79
23
12.14
20
14.99
6

Edelweiss Aggressive Hybrid Fund

0.47
5
1.13
10
2.40
5
18.96
4
15.02
5

Essel Equity Hybrid Fund

0.08
11
0.49
16
0.68
11
14.62
13

Hdfc Hybrid Equity Fund

0.40
6
2.02
3
2.47
4
16.69
10
14.49
7

Icici Prudential Equity & Debt Fund

0.59
3
3.00
1
3.91
2
31.42
2
19.25
2

Idbi Hybrid Equity Fund

-0.36
27
-0.31
22
-0.59
20
14.33
16
11.39
16

Idfc Hybrid Equity Fund

-0.03
16
-0.13
20
-0.28
18
17.76
7
13.88
12

Indiabulls Equity Hybrid Fund

-0.06
17
0.53
14
0.63
12
11.34
21

Invesco India Equity & Bond Fund

-0.17
22
-0.56
26
-0.67
22
10.98
22

Jm Equity Hybrid Fund

0.71
1
1.23
9
2.93
3
14.02
18
13.99
10

Kotak Equity Hybrid Fund

0.17
9
0.87
12
1.55
8
16.99
8
17.10
3

Mahindra Hybrid Equity Nivesh Yojana

-0.18
23
1.29
8
0.49
13
19.55
3

Nippon India Equity Hybrid Fund

0.04
13
1.70
6
1.94
7
16.71
9
7.02
20

Pgim India Hybrid Equity Fund

0.22
8
1.04
11
-0.18
16
9.25
25
10.73
17

Quant Absolute Fund

0.60
2
2.65
2
4.38
1
32.77
1
27.58
1

Sbi Equity Hybrid Fund

-0.29
26
0.51
15
-0.23
17
15.95
11
14.31
9

Tata Hybrid Equity Fund

-0.02
15
1.83
5
2.10
6
14.51
15
12.90
14

Uti Hybrid Equity Fund

0.28
7
1.45
7
1.52
9
18.75
5
13.97
11

Lic Mf Equity Hybrid Fund

-0.02
14
-0.52
25
-1.17
24
9.92
24
10.59
18

Mirae Asset Hybrid Equity Fund

-0.10
18
0.70
13
-0.17
15
14.32
17
14.42
8

Union Hybrid Equity Fund

-0.16
21
-0.41
23
-0.64
21

Baroda Bnp Paribas Aggressive Hybrid Fund

0.07
12
2.00
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.09
24
-0.12
22
-1.41
25
19.04
7
12.94
15

Axis Equity Hybrid Fund

-0.13
25
-1.55
27
-2.08
26
16.85
11

Franklin India Equity Hybrid Fund

0.16
12
0.59
17
1.48
12
13.38
20
14.81
12

Shriram Hybrid Equity Fund

-0.09
23
0.55
18
0.39
17
11.77
23
12.14
18

Canara Robeco Equity Hybrid Fund

-0.01
20
0.37
19
0.50
16
16.03
14
16.79
5

Dsp Equity & Bond Fund

0.66
3
-0.15
23
-0.28
23
13.29
21
16.16
7

Edelweiss Aggressive Hybrid Fund

0.65
4
1.64
8
3.40
3
21.18
4
16.99
4

Essel Equity Hybrid Fund

0.23
10
0.94
15
1.64
10
16.79
12

Hdfc Hybrid Equity Fund

0.46
6
2.18
4
2.79
5
17.43
10
15.22
9

Icici Prudential Equity & Debt Fund

0.64
5
3.15
1
4.19
2
32.08
2
19.91
2

Idbi Hybrid Equity Fund

-0.28
27
-0.08
21
-0.18
22
15.30
17
12.38
17

Idfc Hybrid Equity Fund

0.07
14
0.18
20
0.36
18
19.23
6
15.38
8

Indiabulls Equity Hybrid Fund

0.01
18
1.04
14
1.41
13
13.56
19

Invesco India Equity & Bond Fund

-0.04
21
-0.16
24
0.13
19
12.81
22

Jm Equity Hybrid Fund

0.81
1
1.53
10
3.35
4
14.92
18
15.04
11

Kotak Equity Hybrid Fund

0.28
9
1.23
12
2.27
8
18.63
8
18.70
3

Mahindra Hybrid Equity Nivesh Yojana

-0.01
19
1.77
7
1.48
11
21.93
3

Nippon India Equity Hybrid Fund

0.11
13
1.89
6
2.34
7
17.61
9
7.85
20

Pgim India Hybrid Equity Fund

0.36
7
1.46
11
0.63
14
11.08
25
12.51
16

Quant Absolute Fund

0.72
2
3.05
2
5.03
1
33.35
1
28.70
1

Sbi Equity Hybrid Fund

-0.24
26
0.68
16
0.10
20
16.78
13
15.10
10

Tata Hybrid Equity Fund

0.05
16
2.08
5
2.59
6
15.60
16
14.06
14

Uti Hybrid Equity Fund

0.34
8
1.60
9
1.82
9
19.50
5
14.76
13

Lic Mf Equity Hybrid Fund

0.07
15
-0.24
26
-0.60
24
11.27
24
11.85
19

Mirae Asset Hybrid Equity Fund

0.02
17
1.06
13
0.52
15
15.96
15
16.20
6

Union Hybrid Equity Fund

-0.08
22
-0.16
25
-0.08
21

Baroda Bnp Paribas Aggressive Hybrid Fund

0.21
11
2.27
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

-12.60
9
-25.50
24
-7.32
14
18.25
20
14.84
24

Aditya Birla Sun Life Equity Hybrid 95 Fund

-18.65
25
-24.84
23
-9.88
24
18.31
22
14.49
21

Axis Equity Hybrid Fund

-12.83
11
-20.69
10
-9.43
22
17.14
14
13.26
13

Franklin India Equity Hybrid Fund

-13.73
16
-21.58
15
-8.51
20
16.87
11
13.22
11

Shriram Hybrid Equity Fund

-11.09
2
-18.29
3
-5.92
5
15.30
3
11.68
3

Canara Robeco Equity Hybrid Fund

-9.98
1
-16.27
1
-5.59
3
14.87
2
11.48
2

Dsp Equity & Bond Fund

-14.13
17
-20.69
11
-11.59
25
17.61
16
13.76
15

Edelweiss Aggressive Hybrid Fund

-11.64
4
-21.18
13
-6.61
11
16.67
9
13.10
10

Navi Equity Hybrid Fund

-12.52
8
-22.53
18
-7.44
15
16.86
10
13.73
14

Hdfc Hybrid Equity Fund

-11.83
5
-23.13
19
-5.27
1
18.20
19
14.13
17

Icici Prudential Equity & Debt Fund

-17.61
24
-23.48
20
-5.33
2
19.21
23
14.52
23

Idbi Hybrid Equity Fund

-12.24
7
-17.18
2
-8.19
19
14.76
1
11.36
1

Idfc Hybrid Equity Fund

-14.15
18
-23.69
21
-8.09
18
18.02
17
14.52
22

Indiabulls Equity Hybrid Fund

-12.80
10
-20.62
9
-7.63
16
16.95
13
13.23
12

Invesco India Equity & Bond Fund

-12.96
12
-21.08
12
-6.20
8
16.03
5
13.04
8

Jm Equity Hybrid Fund

-13.12
15
-20.58
8
-7.02
13
21.25
24
14.48
20

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.96
6
-19.33
4
-6.11
7
16.56
8
12.98
7

Nippon India Equity Hybrid Fund

-14.66
19
-34.70
25
-7.89
17
22.69
25
19.32
25

Pgim India Hybrid Equity Fund

-14.96
22
-22.46
17
-9.86
23
17.23
15
13.79
16

Quant Absolute Fund

-14.66
20
-21.56
14
-5.98
6
18.27
21
14.24
18

Sbi Equity Hybrid Fund

-11.17
3
-19.50
5
-6.37
9
16.04
6
12.51
5

Tata Hybrid Equity Fund

-14.93
21
-21.61
16
-5.67
4
16.88
12
13.08
9

Uti Hybrid Equity Fund

-15.67
23
-24.42
22
-8.98
21
18.19
18
14.38
19

Lic Mf Equity Hybrid Fund

-13.10
14
-19.65
6
-6.53
10
15.57
4
12.07
4

Mirae Asset Hybrid Equity Fund

-13.08
13
-20.51
7
-6.78
12
16.45
7
12.60
6

Baroda Bnp Paribas Aggressive Hybrid Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.45
8
0.20
9
0.43
12
0.51

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.23
18
0.12
18
0.32
20
0.50
-5.40
15 1.19 3
0.95
11
0.04
14
9.14
14
-0.03
10

Axis Equity Hybrid Fund

0.19
20
0.11
19
0.33
19
0.48
-5.35
14 1.10 9
0.96
4
0.03
15
8.78
15
-0.06
16

Franklin India Equity Hybrid Fund

0.40
11
0.19
11
0.44
10
0.50
-1.21
9 1.07 14
0.95
13
0.06
9
12.14
9
-0.05
13

Shriram Hybrid Equity Fund

0.19
19
0.11
20
0.35
18
0.47

Canara Robeco Equity Hybrid Fund

0.44
9
0.20
8
0.51
5
0.49
-0.36
6 0.99 18
0.98
2
0.07
8
13.45
7
-0.02
7

Dsp Equity & Bond Fund

0.25
17
0.13
17
0.37
17
0.49
-4.57
13 1.13 6
0.95
12
0.04
13
9.57
13
-0.08
19

Edelweiss Aggressive Hybrid Fund

0.45
7
0.21
7
0.47
7
0.50
-0.64
8 1.09 11
0.96
10
0.07
7
13.01
8
-0.01
5

Navi Equity Hybrid Fund

0.17
21
0.10
22
0.30
21
0.51
-6.40
18 1.16 4
0.96
7
0.03
17
8.63
16
-0.05
15

Hdfc Hybrid Equity Fund

0.47
6
0.22
5
0.48
6
0.49

Icici Prudential Equity & Debt Fund

0.67
2
0.32
3
0.61
3
0.48
4.37
2 1.14 5
0.86
18
0.11
2
15.79
2
0.02
3

Idbi Hybrid Equity Fund

0.30
15
0.15
15
0.42
13
0.49
-2.45
11 0.98 19
0.98
1
0.05
11
11.36
10
-0.03
9

Idfc Hybrid Equity Fund

0.35
13
0.17
13
0.40
15
0.50

Indiabulls Equity Hybrid Fund

0.26
16
0.14
16
0.37
16
0.49
-3.81
12 1.09 12
0.96
5
0.04
12
10.01
12
-0.05
12

Invesco India Equity & Bond Fund

0.14
23
0.08
23
0.29
23
0.50
-5.91
16 1.07 13
0.93
15
0.02
18
8.43
17
-0.07
17

Jm Equity Hybrid Fund

0.63
3
0.34
2
0.68
2
0.52
3.52
3 1.24 2
0.75
20
0.11
3
14.61
4
0.06
2

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.53
4
0.24
4
0.54
4
0.48
0.69
4 1.09 10
0.97
3
0.08
5
14.32
5
0.00
4

Nippon India Equity Hybrid Fund

0.10
24
0.08
24
0.20
25
0.50
-11.59
20 1.49 1
0.89
17
0.02
19
6.08
20
-0.08
20

Pgim India Hybrid Equity Fund

0.17
22
0.10
21
0.30
22
0.49
-6.02
17 1.12 8
0.92
16
0.03
16
8.42
18
-0.05
14

Quant Absolute Fund

1.21
1
0.54
1
0.95
1
0.48
14.26
1 1.13 7
0.78
19
0.20
1
24.44
1
0.17
1

Sbi Equity Hybrid Fund

0.32
14
0.16
14
0.41
14
0.50
-2.35
10 1.03 16
0.96
9
0.05
10
11.22
11
-0.05
11

Tata Hybrid Equity Fund

0.41
10
0.20
10
0.44
9
0.48
-0.41
7 0.95 20
0.96
8
0.07
6
14.09
6
-0.02
8

Uti Hybrid Equity Fund

0.48
5
0.22
6
0.46
8
0.50
0.04
5 1.05 15
0.96
6
0.08
4
14.85
3
-0.01
6

Lic Mf Equity Hybrid Fund

0.02
25
0.04
25
0.24
24
0.48
-7.02
19 1.00 17
0.94
14
0.00
20
6.72
19
-0.07
18

Mirae Asset Hybrid Equity Fund

0.38
12
0.18
12
0.43
11
0.50

Baroda Bnp Paribas Aggressive Hybrid Fund

Uti Hybrid Equity Fund Additional Return Analysis

Uti Hybrid Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 995.02 994.23 961.68 959.40 984.28 1041.88 1975.05 1538.53
Direct Plan Value of 1000 Rupee 995.07 994.34 962.23 960.92 987.39 1048.34 2015.56 1592.02
Fund Information
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 Hybrid 25+75 Aggressive Index
Source: Fund FactSheet


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.