• 1 Year Returns: 1.71%
• 3 Year Returns: 15.03%
• 5 Year Returns: 14.19%

• Private Banks | 13.07%
• IT Services & Consulting | 10.49%
• Pharmaceuticals | 8.86%
• Specialized Finance | 7.04%
• Oil & Gas - Refining & Marketing | 4.51%

• HDFC Bank Limited | 5.23%
• ICICI Bank Limited | 4.78%
• Reliance Industries Ltd | 3.72%
• State Bank of India | 3.07%
• Infosys Limited | 3.05%

• Equity | 94.95%
• REITs & InvIT | 2.41%
• Cash & Equivalents | 2.13%
• Deposits | 0.51%

The alpha ratio for the UTI Large & Mid Cap Fund(IDCW) is 1.21

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(IDCW) is 13.34

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(IDCW) is -0.13

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(IDCW) 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.