UTI-Long Term Equity Fund (D) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Vetri Subramaniam

17 Oct 19 | 12:00 AM

17.90 0.24 (1.33%)

  • Underperforms

    6.14%

    Return (1Y)

    underperformed S&P BSE 200 TRI by -4.17%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.36%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year UTI-Long Term Equity Fund (D), has beaten by -4.17% (CAGR difference)

6.14%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of UTI-Long Term Equity Fund (D) is Lower than by -0.36%

0.93%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition