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MF_120665

UTI Large & Mid Cap Fund - Direct Plan - Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹59,392.92
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.75%
MF_120665 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.48%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.53
Risk-Adjusted Return
Sortino Ratio
0.77
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 22% 19%
60 days 60% 15% 12%
90 days 60% 13% 10%
180 days 60% 10% 6%
1Yr 63% 8% 5%
3Yr 68% 6% 5%
5Yr 50% 5% 3%
7Yr 48% 3% 1%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Large & Mid Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -18.7% | -63.6% | 21.8% | 197.3% 26.6% | -61.9% | 14.2% | 180.7%
60 days -35.6% | -48.3% | 19.2% | 137.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -28.8% | -39.1% | 17.9% | 108.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.8% | -15.8% | 11.9% | 73.1% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.0% | -3.6% | 16.3% | 29.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.1% | 1.0% | 13.9% | 29.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.1% | 6.9% | 13.4% | 18.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.4% | 12.9% | 14.9% | 16.6% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 May 15, 2013 131 days 9% Nifty 50: 9% 10051 9147 10071
May 17, 2013 Oct. 18, 2013 154 days 13% Nifty 50: 14% 10152 8882 10227
Dec. 4, 2014 Jan. 15, 2015 42 days 7% Nifty 50: 6% 15327 14307 15388
March 3, 2015 Aug. 5, 2016 521 days 21% Nifty 50: 22% 16615 13137 16636
Sept. 8, 2016 Feb. 18, 2017 163 days 12% Nifty 50: 12% 17184 15095 17233
Jan. 23, 2018 Dec. 4, 2020 1046 days 41% Nifty 50: 29% 21915 12821 21997
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 24457 23067 24706
March 3, 2021 May 7, 2021 65 days 7% Nifty 50: 6% 26909 25142 27002
Oct. 18, 2021 Nov. 29, 2022 407 days 18% Nifty 50: 16% 34600 28274 34631
Dec. 14, 2022 May 13, 2023 150 days 8% Nifty 50: 9% 35055 32146 35215
Sept. 15, 2023 Nov. 16, 2023 62 days 6% Nifty 50: 7% 41954 39594 42102
Sept. 26, 2024 Nov. 15, 2025 415 days 18% Nifty 50: 15% 63143 52062 63256
Jan. 2, 2026 Oct. 30, 2026 301 days 13% Nifty 50: 15% 64692 56047 59393