• 1 Year Returns: -4.21%
• 3 Year Returns: 15.54%
• 5 Year Returns: 17.37%

• Four Wheelers | 25.28%
• Two Wheelers | 22.16%
• Auto Parts | 18.78%
• Retail - Online | 12.21%
• Logistics | 9.82%

• Mahindra and Mahindra Ltd | 11.64%
• Eternal Limited | 10.76%
• Maruti Suzuki India Ltd | 7.77%
• Eicher Motors Ltd | 7.32%
• Adani Ports and Special Economic Zone Ltd | 6.37%

• Equity | 96.36%
• Cash & Equivalents | 3.49%
• Government Securities | 0.12%
• Deposits | 0.03%

The alpha ratio for the UTI Transportation & Logistics Fund 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 Transportation & Logistics Fund is 18.08

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 -0.44

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 -0.04

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.