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UTI Focussed Equity Fund Series - 1 (2195 Days) - Direct Plan - Growth Option

₹15.3687NAV 2020-09-07
Direct PlanGrowthSince 2014-09-085.8y historyINF789FC1Q63

NAV History

2015-09-092020-09-07

+47.05%
₹16₹15₹13₹11₹92015-09-092018-03-092020-09-07

Returns vs Category

1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+0.5%
+13.8%
+2.3%
+14.1%
+2.9%
+8.5%
-

Risk Metrics

Sharpe

0.10

Sortino

0.13

Max DD

-36.1%

Volatility

+17.7%

Best Year

+39.4%

Worst Year

-13.5%

SIP / Lumpsum Calculator

Risk & Portfolio

Avg AUM
-
AUM as of
-
Volatility (annualised)
+17.7%
Max drawdown
-36.1%
Sharpe ratio
0.10
Sortino ratio
0.13
Calmar ratio
0.08
Positive months
56%
Best year
+39.4%
Worst year
-13.5%
No peer data available.

Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.