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UTI-Master Equity Plan Unit Scheme Equity - Tax Planning
INVEST

Plan: CLOSE | Option: Dividend | Karthikraj Lakshmanan

04 Dec 25 | 12:00 AM

236.55 0.56 (0.24%)

  • Underperforms

    5.15%

    Return (1Y)

    underperformed BSE 100 TRI by -1.67%

  • Less Volatile

    0.73%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.65%

  • Inconsistent

    2/3

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • UTI-Master Equity Plan Unit Scheme fund has been the 10th best in 5Y performance in the Equity - Tax Planning category

  • UTI-Master Equity Plan Unit Scheme fund has been given the 10th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • UTI-Master Equity Plan Unit Scheme fund has been the 10th best in 3Y performance in the Equity - Tax Planning category

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-Master Equity Plan Unit Scheme, has underperformed by -1.67% (CAGR difference)

5.15%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

05 Dec 2024

Risk

In last 1 year , the volatility of UTI-Master Equity Plan Unit Scheme is Lower than by -2.65%

0.73%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 3 Months, i.e 66.67% of the times It underperformed 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