• 1 Year Returns: -6.34%
• 3 Year Returns: 16.30%

• IT Services & Consulting | 11.96%
• Others | 10.63%
• Pharmaceuticals | 7.80%
• Private Banks | 6.93%
• Diversified Chemicals | 6.30%

• NET CURRENT ASSETS | 5.17%
• City Union Bank Ltd | 2.59%
• Karur Vysya Bank Ltd | 2.55%
• Multi Commodity Exchange of India Ltd | 2.34%
• Aster DM Healthcare Ltd | 2.23%

• Equity | 94.80%
• Cash & Equivalents | 5.17%
• Deposits | 0.03%

The alpha ratio for the UTI Small Cap Fund-Reg(IDCW) is 17.62

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 17.28

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 -0.56

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 -0.05

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.