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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sharwan Kumar Goyal

28 May 25 | 12:00 AM

88.03 -0.30 (-0.34%)

  • Underperforms

    7.67%

    Return (1Y)

    underperformed by -3.19%

  • Less Volatile

    1.30%

    Standard Deviation (1Y)

    Lower than by -3.39%

  • Inconsistent

    2/10

    Months

    Has underperformed

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9

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-BSE Sensex Next 50 ETF, has Underperformed its benchmark, by -3.19% (CAGR difference)

7.67%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.508.008.509.009.5010.0010.5011.00
JavaScript chart by amCharts 3.20.9UTI-BSE Sensex Next 50 ETF null

Risk

In last 1 year , the volatility of UTI-BSE Sensex Next 50 ETF,is Lower than its benchmark, by -3.39%

1.30%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.502.002.503.003.504.004.505.00
JavaScript chart by amCharts 3.20.9UTI-BSE Sensex Next 50 ETF null

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 10 Months, i.e 20% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-20-1001020
JavaScript chart by amCharts 3.20.9UTI-BSE Sensex Next 50 ETF
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-0.50.00.51.01.5
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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