• 1 Year Returns: 6.82%
• 3 Year Returns: 26.18%
• 5 Year Returns: 26.33%

• Private Banks | 16.16%
• IT Services & Consulting | 10.10%
• Pharmaceuticals | 7.53%
• Specialized Finance | 7.26%
• Telecom Services | 4.88%

• HDFC Bank Ltd | 6.63%
• ICICI Bank Ltd | 4.30%
• NET CURRENT ASSETS | 3.89%
• Infosys Ltd | 2.99%
• Aditya Birla Capital Ltd | 2.55%

• Equity | 95.47%
• Cash & Equivalents | 3.89%
• Rights | 0.48%
• Deposits | 0.16%

The alpha ratio for the UTI Large & Mid Cap Fund(IDCW) is 5.68

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 14.59

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 0.25

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 0.03

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.