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MF_144490

UTI Equity Savings Fund - Direct Plan - Growth Option

Hybrid Schemes - Equity Savings Fund

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End Amount
₹20,061.15
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.90%
MF_144490 Return
Benchmark CAGR
9.95%
Nifty 50
Inflation Adj. CAGR
3.71%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.35
Volatility vs Benchmark
Sharpe Ratio
0.46
Risk-Adjusted Return
Sortino Ratio
0.67
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% 18% 47%
60 days 43% 16% 30%
90 days 42% 14% 24%
180 days 41% 10% 16%
1Yr 42% 5% 10%
3Yr 9% 1% 5%
5Yr 7% 1% 4%
7Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Equity Savings Fund - Direct Plan - Growth Option Nifty 50
30 days 4.1% | -28.6% | 10.6% | 58.0% 26.6% | -65.3% | 13.5% | 198.9%
60 days -8.8% | -18.3% | 9.5% | 47.0% -23.0% | -49.9% | 15.1% | 134.8%
90 days -9.4% | -21.9% | 10.6% | 43.9% -25.0% | -60.1% | 15.0% | 118.3%
1 Year 0.7% | -3.7% | 8.7% | 26.4% -10.0% | -18.1% | 10.6% | 60.7%
3 Years 8.2% | 8.2% | 11.4% | 14.8% 7.7% | 7.2% | 15.5% | 26.6%
5 Years 8.2% | 8.3% | 11.6% | 14.4% 6.4% | 6.4% | 15.7% | 23.3%
7 Years 9.7% | 9.8% | 10.2% | 10.8% 11.2% | 11.2% | 13.1% | 15.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Jan. 24, 2020 Aug. 8, 2020 197 days 14% Nifty 50: 38% 10654 9188 10656
April 4, 2022 July 30, 2022 117 days 5% Nifty 50: 15% 13834 13131 13872