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MF_120760

UTI Multi Asset Allocation Fund - Direct Plan - Growth Option

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹35,484.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.59%
MF_120760 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
4.52%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.59
Volatility vs Benchmark
Sharpe Ratio
0.40
Risk-Adjusted Return
Sortino Ratio
0.58
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 46% 16% 34%
60 days 45% 12% 21%
90 days 44% 10% 17%
180 days 47% 8% 12%
1Yr 46% 6% 9%
3Yr 26% 6% 5%
5Yr 16% 3% 4%
7Yr 11% 1% 4%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Multi Asset Allocation Fund - Direct Plan - Growth Option Nifty 50
30 days -13.5% | -45.1% | 11.6% | 110.6% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.1% | -33.9% | 11.2% | 77.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -22.3% | -28.3% | 10.4% | 66.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.4% | -7.6% | 9.4% | 40.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.8% | 2.6% | 9.9% | 21.6% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 12.2% | 3.8% | 9.3% | 18.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.7% | 6.0% | 9.4% | 14.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 10.7% | 7.9% | 11.0% | 13.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 10 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2013 April 8, 2014 460 days 13% Nifty 50: 11% 10038 8732 10039
Nov. 28, 2014 Jan. 16, 2015 49 days 5% Nifty 50: 6% 12158 11531 12217
Jan. 28, 2015 July 23, 2016 542 days 16% Nifty 50: 21% 12704 10693 12741
Oct. 4, 2016 Feb. 2, 2017 121 days 7% Nifty 50: 10% 12990 12118 13032
Aug. 31, 2018 Sept. 21, 2019 386 days 5% Nifty 50: 14% 15119 14306 15185
Feb. 19, 2020 July 23, 2020 155 days 25% Nifty 50: 37% 15830 11870 15840
Jan. 17, 2022 Aug. 13, 2022 208 days 11% Nifty 50: 16% 20262 17944 20315
Sept. 26, 2024 June 7, 2025 254 days 10% Nifty 50: 15% 34564 31149 34578
Jan. 29, 2026 Aug. 8, 2026 191 days 11% Nifty 50: 12% 38038 33841 38088
Aug. 25, 2026 Oct. 30, 2026 66 days 8% Nifty 50: 9% 38170 34966 35485