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My Portfolio:
  • 0.00 0

Plan: Interval | Option: Dividend | Sunil Patil

23 Jun 25 | 12:00 AM

10.79 0.00 (0.04%)

  • Underperforms

    6.57%

    Return (1Y)

    underperformed Interval Income Funds by -0.23%

  • More Volatile

    0.40%

    Standard Deviation (1Y)

    Higher than Interval Income Funds by 0.31%

  • Not so consistent

    4/12

    Months

    Has beaten Interval Income Funds

  • Value research rating

    Not Rated

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year UTI-Annual Interval Fund - I (IDCW), has Underperformed its benchmark, Interval Income Funds by -0.23% (CAGR difference)

6.57%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.566.586.606.626.646.666.686.706.726.746.766.786.806.82
JavaScript chart by amCharts 3.20.9UTI-Annual Interval Fund - I (IDCW) Interval Income Funds

Risk

In last 1 year , the volatility of UTI-Annual Interval Fund - I (IDCW),is Higher than its benchmark, Interval Income Funds by 0.31%

0.40%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.050.100.150.200.250.300.350.400.45
JavaScript chart by amCharts 3.20.9UTI-Annual Interval Fund - I (IDCW) Interval Income Funds

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Interval Income Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

View Stock Composition