How to check the XIRR of UTI Aggressive Hybrid Fund -Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of UTI Aggressive Hybrid Fund -Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for UTI Aggressive Hybrid Fund -Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare UTI Aggressive Hybrid Fund -Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Aggressive Hybrid Fund -Direct Plan - Growth

UTI Mutual Fund

Expense Ratio: 1.22

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Direct

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 02-01-1995

Exit Load: Nil

Fund Size:₹6,765.97 Cr

Performance

Fund-2.67%

Cat. Avg.-1.36%

Fund-0.82%

Cat. Avg.0.75%

Fund9.73%

Cat. Avg.10.37%

Fund9.50%

Cat. Avg.9.05%

10Y

Fund11.38%

Cat. Avg.11.82%

Fund12.09%

Cat. Avg.12.42%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - HDFC BANK LIMITED	Equity	Listed	Large Cap	Banks	390.00	5.87%
2	EQ - ICICI BANK LTD	Equity	Listed	Large Cap	Banks	327.80	4.93%
3	EQ - LARSEN & TOUBRO LTD.	Equity	Listed	Large Cap	Construction	207.09	3.11%
4	EQ - INFOSYS LTD.	Equity	Listed	Large Cap	IT - Software	193.46	2.91%
5	EQ - BHARTI AIRTEL LTD.	Equity	Listed	Large Cap	Telecom - Services	190.17	2.86%
6	EQ - STATE BANK OF INDIA	Equity	Listed	Large Cap	Banks	175.25	2.64%
7	EQ - ITC LTD.	Equity	Listed	Large Cap	Diversified FMCG	169.63	2.55%
8	EQ - RELIANCE INDUSTRIES LTD.	Equity	Listed	Large Cap	Petroleum Products	167.81	2.52%
9	EQ - POWER GRID CORPORATION OF INDI	Equity	Listed	Large Cap	Power	130.72	1.97%
10	EQ - SHRIRAM FINANCE LTD	Equity	Listed	Large Cap	Finance	116.37	1.75%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	58573	-2.4%	-4.9%
2Y	07 Nov, 24	1.20 L.	1.19 L.	-0.6%	-0.6%
3Y	07 Nov, 23	1.80 L.	1.87 L.	+4.0%	+2.7%
5Y	08 Nov, 21	3 L.	3.73 L.	+24.4%	+8.9%
10Y	07 Nov, 16	6 L.	11.13 L.	+85.5%	+12.0%
SI	07 Jan, 13	8.30 L.	20.14 L.	+142.6%	+12.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	97327	-2.7%	-2.7%
2Y	16 Oct, 24	1 L.	98375	-1.6%	-0.8%
3Y	16 Oct, 23	1 L.	1.32 L.	+32.1%	+9.7%
5Y	18 Oct, 21	1 L.	1.56 L.	+56.3%	+9.4%
10Y	17 Oct, 16	1 L.	2.95 L.	+195.4%	+11.4%
SI	02 Jan, 13	1 L.	4.83 L.	+382.6%	+12.1%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.