• 1 Year Returns: 0.72%
• 3 Year Returns: 7.80%
• 5 Year Returns: 7.98%

• Private Banks | 18.21%
• G-Sec | 16.57%
• Others | 10.91%
• Investment Banking & Brokerage | 7.61%
• Four Wheelers | 5.98%

• NET CURRENT ASSETS | 8.87%
• 07.32% GSEC MAT -13/11/2030 | 8.21%
• 7.04% GSEC MAT- 03/06/2029 | 5.85%
• Axis Bank Limited | 5.13%
• HDFC Bank Limited | 4.65%

• Equity | 65.98%
• Government Securities | 16.57%
• Cash & Equivalents | 8.87%
• REITs & InvIT | 7.96%
• Deposits | 0.62%

The alpha ratio for the UTI Equity Savings Fund(M-IDCW) is -0.24

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the UTI Equity Savings Fund(M-IDCW) is 5.27

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the UTI Equity Savings Fund(M-IDCW) is -0.72

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the UTI Equity Savings Fund(M-IDCW) is -0.07

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.