• 1 Year Returns: 4.30%
• 3 Year Returns: 19.42%
• 5 Year Returns: 16.58%

• Private Banks | 10.77%
• IT Services & Consulting | 10.45%
• Pharmaceuticals | 8.05%
• Specialized Finance | 5.81%
• Others | 4.96%

• HDFC Bank Ltd | 4.99%
• NET CURRENT ASSETS | 4.37%
• ICICI Bank Ltd | 3.01%
• Infosys Ltd | 2.82%
• Bharti Airtel Ltd | 2.73%

• Equity | 93.80%
• Cash & Equivalents | 4.39%
• REITs & InvIT | 1.69%
• Deposits | 0.12%

The alpha ratio for the UTI Large & Mid Cap Fund is 0.75

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 13.28

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 0.06

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 0.01

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.