UTI Equity Savings Fund-Reg(G)

13.07 -0.11 (-0.86%) NAV as on 24-Jan-22
Fund Family:UTI Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.124.1712.229.60NA8.19
Category Avg-0.763.5810.849.61NA8.17
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* 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
20214.324.850.094.15
20207.723.4310.02-10.15
20190.79-0.511.972.02
2018NANA0.96NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202114.03624NA
202010.141224NA
20194.321924NA
2018-0.371521NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Equity Savings Fund-Reg(G)14.5517-Dec-1813.5313.21-12.84
Sundaram Equity Savings Fund(G)50.1323-May-0216.1512.6810.18.53
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.4708-Feb-1713.3812.65-9.16
SBI Equity Savings Fund-Reg(G)17.2827-May-1510.9411.439.048.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.4624
Semi Standard Deviation [%]0.0639
Beta [%]-0.5183
Sharp Ratio [%]0.4082
R-Square [%]-0.1195
Expense Ratio [%]1.5300
AVG Ratio [%]0.0047
Other Ratios
Jenson Ratio [%]0.0327
Treynor Ratio [%]-0.0693
Turnover Ratio [%]4.2000
FAMA Ratio [%]0.0517
SORTINO Ratio [%]-0.0979

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17089.60 (-0.35) 57209.50 (-0.49)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin323.6551.1518.77
Bhartiya Internatl.319.0048.1017.76

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY