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UTI Aggressive Hybrid Reg IDCW-P (0P00005WK7.BO)

BSE - BSE Delayed Price. Currency in INR
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43.51-0.01 (-0.03%)
At close: 01:30AM IST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.95%
5-Year Average Return16.97%
Number of Years Up24
Number of Years Down4
Best 1 Yr Total Return (Jun 21, 2024)60.94%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return60.94%
Worst 3-Yr Total Return1.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00005WK7.BOCategory
YTD8.58%0.00%
1-Month1.00%0.00%
3-Month5.45%0.00%
1-Year30.15%0.00%
3-Year17.07%0.00%
5-Year15.39%0.00%
10-Year12.32%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00005WK7.BOCategory
2024
N/AN/A
2023
25.35%N/A
2022
5.49%N/A
2021
30.33%N/A
2020
12.98%N/A
2019
0.14%N/A
2018
-6.44%N/A
2017
25.67%N/A
2016
8.79%N/A
2015
2.39%N/A
2014
32.88%N/A
2013
6.80%N/A
2012
27.92%N/A
2011
-23.13%N/A
2010
16.46%N/A
2009
60.94%N/A
2008
-40.78%N/A
2007
35.55%N/A
2006
24.94%N/A
2005
24.71%N/A
2004
13.99%N/A
2003
62.47%N/A
2002
13.20%N/A
2001
-12.97%N/A
2000
16.67%N/A
1999
63.36%N/A
1998
9.51%N/A
1997
11.39%N/A
1996
15.54%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.28%N/AN/AN/A
2023-1.98%11.06%5.48%9.15%
2022-0.64%-5.34%7.62%4.21%
20218.13%10.08%9.78%-0.27%
2020-24.27%17.72%7.41%17.97%
20193.38%-0.91%-5.04%2.94%
2018-5.11%0.08%-1.26%-0.22%
20179.67%4.21%2.63%7.15%
2016-3.64%9.35%6.05%-2.65%
20152.50%-0.95%0.22%0.62%
20144.83%15.60%5.18%4.25%
2013-3.61%-0.35%-0.68%11.95%
201213.50%0.10%6.73%5.50%
2011-4.63%-0.26%-7.80%-12.36%
20101.96%3.31%9.86%0.63%
20090.07%32.94%16.01%4.28%
2008-19.99%-12.55%-2.37%-13.30%
2007-5.96%11.94%11.67%15.30%
200613.23%-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%
20027.96%6.50%-7.84%6.83%
2001-12.66%0.89%-5.11%4.10%
200040.58%-12.72%-3.54%-1.43%
199912.75%11.17%16.71%11.67%
19980.47%6.13%-0.49%3.20%
19974.49%4.84%1.01%0.67%
19963.59%4.48%3.65%3.00%

Rank In Category (By Total Return)

YTD41
1-Month45
3-Month37
1-Year30
3-Year20
5-Year30

Load Adjusted Returns

1-Year29.15%
3-Year17.07%
5-Year15.39%
10-Year12.32%