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MF_149091

UTI Focused Fund (30 stocks) - Direct Plan - Growth Option

Equity Schemes - Focused Fund

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End Amount
₹15,930.50
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.40%
MF_149091 Return
Benchmark CAGR
7.74%
Nifty 50
Inflation Adj. CAGR
4.65%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.26
Risk-Adjusted Return
Sortino Ratio
0.39
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 56% 19% 17%
60 days 61% 12% 10%
90 days 63% 10% 8%
180 days 56% 9% 5%
1Yr 67% 5% 3%
3Yr 100% 3% 0%
5Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Focused Fund (30 stocks) - Direct Plan - Growth Option Nifty 50
30 days 12.3% | -63.0% | 12.4% | 158.7% 26.6% | -58.9% | 8.9% | 163.3%
60 days -29.5% | -45.6% | 9.8% | 101.5% -23.0% | -41.6% | 7.1% | 92.5%
90 days -22.2% | -37.3% | 9.2% | 76.0% -25.0% | -31.9% | 8.7% | 60.9%
1 Year -6.0% | -5.3% | 8.1% | 40.6% -10.0% | -6.9% | 9.0% | 30.9%
3 Years 10.1% | 9.0% | 15.9% | 21.3% 7.7% | 6.3% | 12.9% | 18.1%
5 Years 8.6% | 8.2% | 9.2% | 11.0% 6.4% | 5.6% | 6.5% | 8.8%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 15, 2021 Sept. 8, 2022 297 days 17% Nifty 50: 15% 10700 8849 10706
Sept. 13, 2022 May 12, 2023 241 days 9% Nifty 50: 7% 10862 9888 10871
Sept. 15, 2023 Nov. 22, 2023 68 days 6% Nifty 50: 7% 12556 11789 12582
Sept. 26, 2024 Oct. 30, 2026 764 days 19% Nifty 50: 15% 17803 14363 15931