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UTI Focussed Equity Fund - Series IV (1104 Days) - Regular Plan - Growth Option

₹10.2530NAV 2020-10-06
Regular PlanGrowthSince 2017-09-292.9y historyINF789FC1T29

NAV History

2017-09-292020-10-06

+2.46%
₹11₹10₹9₹8₹72017-09-292019-04-032020-10-06

Returns vs Category

1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+0.5%
+8.5%
+39.2%
+12.3%
+0.7%
-
-

Risk Metrics

Sharpe

-0.22

Sortino

-0.28

Max DD

-36.6%

Volatility

+19.6%

Best Year

+13.1%

Worst Year

-13.1%

SIP / Lumpsum Calculator

Risk & Portfolio

Avg AUM
-
AUM as of
-
Volatility (annualised)
+19.6%
Max drawdown
-36.6%
Sharpe ratio
-0.22
Sortino ratio
-0.28
Calmar ratio
0.02
Positive months
62%
Best year
+13.1%
Worst year
-13.1%
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.