• 1 Year Returns: 16.74%
• 3 Year Returns: 25.80%
• 5 Year Returns: 24.49%

• Four Wheelers | 30.97%
• Two Wheelers | 22.46%
• Auto Parts | 17.94%
• Retail - Online | 6.75%
• Logistics | 6.47%

• Mahindra and Mahindra Ltd | 15.24%
• Maruti Suzuki India Ltd | 10.10%
• Eicher Motors Ltd | 9.24%
• Eternal Ltd | 6.27%
• NET CURRENT ASSETS | 5.38%

• Equity | 94.43%
• Cash & Equivalents | 5.38%
• Government Securities | 0.13%
• Pref Shares | 0.04%
• Deposits | 0.02%

The alpha ratio for the UTI Transportation & Logistics Fund is 18.81

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 Transportation & Logistics Fund is 15.68

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 Transportation & Logistics Fund is 0.83

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 Transportation & Logistics Fund is 0.09

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.