BSE - Delayed Quote INR
UTI Aggressive Hybrid Fund (0P00005WK7.BO)
42.63
+0.03
+(0.06%)
At close: May 1 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.77% |
| 5y Average Return | 22.25% |
| Number of Years Up | 25 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 30, 2025) | 32.88% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 32.88% |
| Worst 3Y Total Return | 1.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00005WK7.BO
Category
- YTD
- -3.55%
- 0.00%
- 1-Month
- 4.44%
- 0.00%
- 3-Month
- -3.55%
- 0.00%
- 1-Year
- 10.53%
- 0.00%
- 3-Year
- 15.33%
- 0.00%
- 5-Year
- 24.26%
- 0.00%
- 10-Year
- 11.12%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00005WK7.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.55% | -- | -- | -- |
| 2024 | 4.28% | 10.58% | 8.14% | -4.16% |
| 2023 | -1.98% | 11.06% | 5.48% | 9.15% |
| 2022 | -0.64% | -5.34% | 7.62% | 4.21% |
| 2021 | 8.13% | 10.08% | 9.78% | -0.27% |
| 2020 | -24.27% | 17.72% | 7.41% | 17.97% |
| 2019 | 3.38% | -0.91% | -5.04% | 2.94% |
| 2018 | -5.11% | 0.08% | -1.26% | -0.22% |
| 2017 | 9.67% | 4.21% | 2.63% | 7.15% |
| 2016 | -3.64% | 9.35% | 6.05% | -2.65% |
| 2015 | 2.50% | -0.95% | 0.22% | 0.62% |
| 2014 | 4.83% | 15.60% | 5.18% | 4.25% |
| 2013 | -3.61% | -0.35% | -0.68% | 11.95% |
| 2012 | 13.50% | 0.10% | 6.73% | 5.50% |
| 2011 | -4.63% | -0.26% | -7.80% | -12.36% |
| 2010 | 1.96% | 3.31% | 9.86% | 0.63% |
| 2009 | 0.07% | 32.94% | 16.01% | 4.28% |
| 2008 | -19.99% | -12.55% | -2.37% | -13.30% |
| 2007 | -5.96% | 11.94% | 11.67% | 15.30% |
| 2006 | 13.23% | -7.35% | 13.38% | 5.04% |
| 2005 | -1.21% | 4.19% | 12.81% | 7.41% |
| 2004 | -3.73% | -5.91% | 14.45% | 9.95% |
| 2003 | -4.15% | 16.71% | 17.59% | 23.51% |
| 2002 | 7.96% | 6.50% | -7.84% | 6.83% |
| 2001 | -12.66% | 0.89% | -5.11% | 4.10% |
| 2000 | 40.58% | -12.72% | -3.54% | -1.43% |
| 1999 | 12.75% | 11.17% | 16.71% | 11.67% |
| 1998 | 0.47% | 6.13% | -0.49% | 3.20% |
| 1997 | 4.49% | 4.84% | 1.01% | 0.67% |
| 1996 | 3.59% | 4.48% | 3.65% | 3.00% |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 80 |
| 3-Month | 51 |
| 1-Year | 21 |
| 3-Year | 19 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 9.53% |
| 3-Year | 15.33% |
| 5-Year | 24.26% |
| 10-Year | 11.12% |
Performance & Risk
| YTD Return | -0.77% |
| 5y Average Return | 22.25% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | UTI Asset Management Co Ltd |
| Net Assets | 10.29B |
| YTD Return | -3.55% |
| Yield | 8.54% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1995 |
Fund Summary
Fund Summary Information Not Available
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