UTI Core Equity Fund-Reg(G)

97.68 1.23 (1.28%) NAV as on 25-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-4.304.9335.2017.8613.6312.62
Category Avg-4.147.4432.9619.8313.6317.58
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-
NIFTYLGEMID250-5.117.5431.1119.39NA-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202114.3110.33-1.6613.49
202023.859.9721.29-31.72
2019-0.80-5.254.463.32
2018-0.99-2.111.90-6.79
20174.782.6410.1214.17

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202140.767421635.65
202012.814823219.67
20191.451742434.89
2018-7.95160272-6.21
201735.23118261NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Growth Opp Fund-Reg(G)20.0822-Oct-1837.6325.5-23.77
Mirae Asset Emerging Bluechip-Reg(G)96.4212-Jul-1033.9225.1820.1521.65
Quant Large & Mid Cap Fund(G)64.9209-Jan-0734.4122.6915.4113.15
Canara Rob Emerg Equities Fund-Reg(G)159.4815-Mar-0532.2922.2317.7517.81
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.4298
Semi Standard Deviation [%]0.6112
Beta [%]0.8814
Sharp Ratio [%]0.5562
R-Square [%]0.8743
Expense Ratio [%]2.5500
AVG Ratio [%]0.0711
Other Ratios
Jenson Ratio [%]0.0605
Treynor Ratio [%]0.1288
Turnover Ratio [%]0.5900
FAMA Ratio [%]0.0754
SORTINO Ratio [%]0.0984

Return Calculator

MARKET STATS As on 27/01/2022 As on 27/01/2022

17110.15 (-0.97) 57276.94 (-1.00)

TOP GAINERS

Company Price Change Gain (%)
TV18 Broadcast58.509.7520.00
EmkayGlobal Finl.Ser129.2021.1519.57

TOP LOSERS

Company Price Change Loss (%)
Torrent Pharma2683.50-477.50-15.11
Zomato90.50-9.95-9.91

Portfolio Comparison

MUTUAL FUND ACTIVITY