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MF_151523

UTI Long Term Fund - Direct Plan - Growth Option

Income/Debt Oriented Schemes - Long Term Fund

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End Amount
₹12,041.30
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
5.27%
MF_151523 Return
Benchmark CAGR
9.92%
Nifty 50
Inflation Adj. CAGR
1.22%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.17
Volatility vs Benchmark
Sharpe Ratio
-0.06
Risk-Adjusted Return
Sortino Ratio
-0.09
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% 24% 42%
60 days 43% 18% 27%
90 days 42% 16% 23%
180 days 37% 13% 15%
1Yr 43% 4% 11%
3Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Long Term Fund - Direct Plan - Growth Option Nifty 50
30 days -14.6% | -27.4% | 6.7% | 44.4% 26.6% | -54.3% | 11.9% | 146.1%
60 days -11.0% | -14.0% | 3.8% | 30.9% -23.0% | -41.3% | 10.3% | 88.1%
90 days -9.1% | -11.8% | 4.8% | 23.2% -25.0% | -32.3% | 11.7% | 59.7%
1 Year 0.1% | -3.0% | 6.5% | 13.3% -10.0% | -8.8% | 8.2% | 31.0%
3 Years 5.1% | 4.9% | 5.6% | 6.4% 7.7% | 5.9% | 9.1% | 12.4%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 16, 2025 Aug. 12, 2026 453 days 6% Nifty 50: 10% 12435 11729 12447