• 1 Year Returns: -1.95%
• 3 Year Returns: 24.27%
• 5 Year Returns: 28.42%

• Four Wheelers | 26.81%
• Two Wheelers | 21.85%
• Auto Parts | 17.93%
• Logistics | 7.93%
• Airlines | 6.46%

• Mahindra and Mahindra Ltd | 13.80%
• Maruti Suzuki India Ltd | 9.38%
• Eicher Motors Ltd | 9.21%
• Interglobe Aviation Ltd | 6.46%
• Bajaj Auto Ltd | 5.60%

• Equity | 95.93%
• Cash & Equivalents | 3.90%
• Government Securities | 0.14%
• Deposits | 0.02%

The alpha ratio for the UTI Transportation & Logistics Fund is 7.15

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 17.65

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 -0.26

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 -0.03

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.