• 1 Year Returns: -8.03%
• 3 Year Returns: 6.01%
• 5 Year Returns: 5.10%

• Private Banks | 25.05%
• IT Services & Consulting | 10.56%
• Construction & Engineering | 6.26%
• Oil & Gas - Refining & Marketing | 5.95%
• Four Wheelers | 5.07%

• HDFC Bank Ltd | 9.11%
• ICICI Bank Ltd | 8.04%
• Reliance Industries Ltd | 5.69%
• Infosys Ltd | 4.91%
• Kotak Mahindra Bank Ltd | 4.46%

• Equity | 97.48%
• Cash & Equivalents | 2.10%
• Government Securities | 0.42%
• Deposits | 0.00%

The alpha ratio for the UTI Large Cap Fund-Reg(IDCW) is -0.21

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 Cap Fund-Reg(IDCW) is 12.74

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 Cap Fund-Reg(IDCW) is -0.72

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 Cap Fund-Reg(IDCW) is -0.07

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.