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MF_120735

UTI Ultra Short to Short Term Fund - Direct Plan - Growth Option

Income/Debt Oriented Schemes - Ultra Short to Short Term Fund

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End Amount
₹25,136.77
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
6.89%
MF_120735 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
1.94%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.02
Volatility vs Benchmark
Sharpe Ratio
0.23
Risk-Adjusted Return
Sortino Ratio
0.25
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 44% 31% 60%
60 days 40% 25% 38%
90 days 38% 22% 31%
180 days 39% 15% 22%
1Yr 36% 8% 16%
3Yr 8% 1% 7%
5Yr 5% 2% 8%
7Yr 0% 0% 7%
10Yr 0% 0% 7%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Ultra Short to Short Term Fund - Direct Plan - Growth Option Nifty 50
30 days 2.1% | 1.7% | 7.6% | 14.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days 3.8% | 2.1% | 7.6% | 13.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days 4.2% | 2.6% | 7.7% | 12.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 5.7% | -4.1% | 7.7% | 9.8% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.1% | 3.0% | 7.3% | 9.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.5% | 4.7% | 5.6% | 8.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 7.0% | 5.4% | 5.7% | 7.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 6.0% | 6.0% | 6.4% | 6.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 3, 2019 Jan. 2, 2021 579 days 12% Nifty 50: 36% 16922 14871 16923