UTI Hybrid Equity Fund-Reg(G)

248.83 2.30 (0.93%) NAV as on 25-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.776.9127.0115.2911.533.52
Category Avg-3.615.6523.1915.5811.5313.14
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* 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
202110.099.84-0.258.16
202017.727.4318.00-24.15
2019-0.63-4.063.823.53
20180.42-0.970.04-5.10
20174.232.637.159.67

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202130.47635NA
202013.22035NA
20192.482935NA
2018-5.62935NA
201725.691428NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)271.5004-Apr-0141.728.1719.4317.14
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)22.9320-Jul-1645.6823.6816.8816.2
ICICI Pru Equity & Debt Fund(G)221.8703-Nov-9943.7720.915.1514.95
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.2507-Apr-1720.5518.23-13.31
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.5332
Semi Standard Deviation [%]0.0639
Beta [%]-0.8301
Sharp Ratio [%]0.5598
R-Square [%]-0.0982
Expense Ratio [%]2.0900
AVG Ratio [%]0.0047
Other Ratios
Jenson Ratio [%]0.0817
Treynor Ratio [%]-0.1047
Turnover Ratio [%]0.4000
FAMA Ratio [%]0.1194
SORTINO Ratio [%]-0.0983

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