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UTI-Annual Interval Fund - I (IDCW) Interval Income Funds
INVEST

Plan: Interval | Option: Dividend | Amit Sharma

13 Mar 26 | 12:00 AM

10.83 -0.35 (-3.12%)

  • Underperforms

    5.54%

    Return (1Y)

    underperformed Interval Income Funds by -0.55%

  • More Volatile

    0.45%

    Standard Deviation (1Y)

    Higher than Interval Income Funds by 0.36%

  • Inconsistent

    1/12

    Months

    Has underperformed Interval Income Funds

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year UTI-Annual Interval Fund - I (IDCW), has underperformed its benchmark, Interval Income Funds by -0.55% (CAGR difference)

5.54%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

15 Mar 2025

Risk

In last 1 year , the volatility of UTI-Annual Interval Fund - I (IDCW),is Higher than its benchmark, Interval Income Funds by 0.36%

0.45%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 12 Months, i.e 8.33% of the times It has beaten its benchmark, Interval Income Funds

Consistency Meter

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