• 1 Year Returns: 7.46%
• 3 Year Returns: 14.87%
• 5 Year Returns: 15.99%

• Pharmaceuticals | 10.11%
• Others | 10.06%
• IT Services & Consulting | 9.58%
• Auto Parts | 7.40%
• Private Banks | 6.61%

• NET CURRENT ASSETS | 3.90%
• Karur Vysya Bank Ltd | 2.53%
• Ujjivan Small Finance Bank Ltd | 2.37%
• Acutaas Chemicals Ltd | 2.37%
• Navin Fluorine International Ltd | 2.28%

• Equity | 96.08%
• Cash & Equivalents | 3.90%
• Deposits | 0.02%

The alpha ratio for the UTI Small Cap Fund-Reg(IDCW) is 0.82

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 Small Cap Fund-Reg(IDCW) is 15.99

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 Small Cap Fund-Reg(IDCW) is 0.24

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 Small Cap Fund-Reg(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.