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

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

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

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

UTI Aggressive Hybrid Fund - Regular Plan - Growth

UTI Mutual Fund

Expense Ratio: 1.86

Risk: Very High

Hybrid Scheme - Aggressive Hybrid Fund

Plan: Regular

Benchmark: CRISIL Hybrid 35+65 - Aggressive Index

Inception: 02-01-1995

Exit Load: Nil

Fund Size:₹6,765.97 Cr

Performance

Fund-3.28%

Cat. Avg.-2.50%

Fund-1.45%

Cat. Avg.-0.41%

Fund9.04%

Cat. Avg.9.10%

Fund8.82%

Cat. Avg.7.85%

10Y

Fund10.64%

Cat. Avg.10.66%

Fund10.39%

Cat. Avg.10.68%

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	58400	-2.7%	-5.5%
2Y	07 Nov, 24	1.20 L.	1.18 L.	-1.3%	-1.3%
3Y	07 Nov, 23	1.80 L.	1.85 L.	+3.0%	+2.0%
5Y	08 Nov, 21	3 L.	3.67 L.	+22.3%	+8.1%
10Y	07 Nov, 16	6 L.	10.70 L.	+78.4%	+11.3%
SI	07 Apr, 06	12.35 L.	44.12 L.	+257.3%	+11.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	96716	-3.3%	-3.3%
2Y	16 Oct, 24	1 L.	97128	-2.9%	-1.4%
3Y	16 Oct, 23	1 L.	1.30 L.	+29.6%	+9.0%
5Y	18 Oct, 21	1 L.	1.51 L.	+51.5%	+8.7%
10Y	17 Oct, 16	1 L.	2.76 L.	+176.3%	+10.7%
SI	03 Apr, 06	1 L.	7.63 L.	+663.1%	+10.4%

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.