• 1 Year Returns: 6.25%
• 3 Year Returns: 15.88%
• 5 Year Returns: 14.58%

• Private Banks | 13.55%
• IT Services & Consulting | 10.56%
• Pharmaceuticals | 8.15%
• Specialized Finance | 6.93%
• Telecom Services | 4.32%

• HDFC Bank Limited | 5.62%
• ICICI Bank Limited | 4.80%
• Reliance Industries Ltd | 3.26%
• Infosys Limited | 3.10%
• State Bank of India | 3.02%

• Equity | 95.44%
• REITs & InvIT | 2.23%
• Cash & Equivalents | 2.21%
• Deposits | 0.13%

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 13.22

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 0.19

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 0.02

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.