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MF_148618

UTI Small Cap Fund - Direct Plan - Growth Option

Equity Schemes - Small Cap Fund

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End Amount
₹27,684.13
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
19.00%
MF_148618 Return
Benchmark CAGR
10.73%
Nifty 50
Inflation Adj. CAGR
13.56%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.81
Risk-Adjusted Return
Sortino Ratio
1.42
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 62% 52% 32%
60 days 64% 36% 20%
90 days 65% 31% 16%
180 days 66% 22% 9%
1Yr 78% 11% 5%
3Yr 100% 8% 0%
5Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Small Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -44.3% | -69.8% | 24.4% | 241.0% 26.6% | -56.8% | 10.3% | 161.8%
60 days -44.0% | -52.6% | 25.2% | 151.5% -23.0% | -41.2% | 10.6% | 95.0%
90 days -27.7% | -41.6% | 23.4% | 119.9% -25.0% | -31.1% | 12.2% | 66.3%
1 Year -3.0% | -3.9% | 13.5% | 52.0% -10.0% | -6.6% | 9.5% | 30.5%
3 Years 12.1% | 12.7% | 20.2% | 30.0% 7.7% | 6.5% | 13.7% | 17.9%
5 Years 13.0% | 13.2% | 17.4% | 22.0% 6.4% | 5.7% | 10.3% | 14.6%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 3, 2021 Sept. 3, 2021 31 days 6% Nifty 50: 0% 14246 13356 14276
Oct. 18, 2021 Nov. 4, 2021 17 days 6% Nifty 50: 4% 15566 14626 15652
Nov. 25, 2021 Dec. 30, 2021 35 days 5% Nifty 50: 5% 15874 15038 15900
Jan. 17, 2022 Sept. 15, 2022 241 days 20% Nifty 50: 16% 16765 13445 16778
Sept. 15, 2022 Dec. 2, 2022 78 days 5% Nifty 50: 6% 16778 15932 16827
Dec. 2, 2022 May 17, 2023 166 days 11% Nifty 50: 9% 16827 15051 16862
Sept. 11, 2023 Nov. 11, 2023 61 days 6% Nifty 50: 6% 20560 19374 20600
Feb. 7, 2024 April 25, 2024 78 days 10% Nifty 50: 1% 22946 20538 23014
July 30, 2024 Aug. 22, 2024 23 days 6% Nifty 50: 3% 27741 26173 27831
Oct. 16, 2024 Dec. 3, 2024 48 days 8% Nifty 50: 6% 29056 26728 29282
Dec. 11, 2024 June 20, 2026 556 days 22% Nifty 50: 10% 29544 22945 29732
Aug. 26, 2026 Oct. 30, 2026 65 days 11% Nifty 50: 8% 30500 27088 27684