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MF_120779

UTI Conservative Hybrid Fund - Direct Plan - Growth Option

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹32,663.22
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.93%
MF_120779 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
3.89%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.29
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.82
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 45% 21% 48%
60 days 42% 17% 28%
90 days 40% 14% 22%
180 days 38% 10% 15%
1Yr 37% 6% 10%
3Yr 21% 2% 5%
5Yr 7% 1% 5%
7Yr 1% 1% 5%
10Yr 0% 0% 4%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Conservative Hybrid Fund - Direct Plan - Growth Option Nifty 50
30 days -5.8% | -25.3% | 9.9% | 50.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -11.2% | -18.1% | 10.2% | 44.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -10.2% | -13.3% | 9.9% | 36.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -0.9% | -1.1% | 9.5% | 23.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 7.5% | 2.8% | 9.6% | 14.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.6% | 5.6% | 8.7% | 13.0% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 8.4% | 7.8% | 8.7% | 10.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 7.7% | 7.9% | 9.2% | 10.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 17, 2013 Oct. 29, 2013 165 days 7% Nifty 50: 14% 10438 9734 10456
Jan. 16, 2020 Sept. 3, 2020 231 days 14% Nifty 50: 38% 18989 16248 19007