• 1 Year Returns: 2.23%
• 3 Year Returns: 21.07%
• 5 Year Returns: 17.57%

• IT Services & Consulting | 11.88%
• Private Banks | 11.36%
• Pharmaceuticals | 7.75%
• Specialized Finance | 6.67%
• Oil & Gas - Refining & Marketing | 4.96%

• HDFC Bank Ltd | 4.73%
• NET CURRENT ASSETS | 4.25%
• ICICI Bank Ltd | 3.44%
• Infosys Ltd | 3.07%
• Vedanta Ltd | 2.77%

• Equity | 94.18%
• Cash & Equivalents | 4.25%
• REITs & InvIT | 1.01%
• Rights | 0.42%
• Deposits | 0.14%

The alpha ratio for the UTI Large & Mid Cap Fund is -0.19

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 Large & Mid Cap Fund is 13.29

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 Large & Mid Cap Fund is -0.20

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 Large & Mid Cap Fund is -0.02

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.