Market Snapshot
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  • BSE MidCap: 43194.16 0.23%
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  • Nifty 200: 13469 0.03%
  • Nifty 100: 24870.4 -0.01%
  • Nifty Midcap 100: 54587.95 0.27%
  • Nifty Small 100: 16738.7 0.37%
  • Nifty IT: 35920.4 1.23%
  • Nifty PSU Bank: 6691.4 -0.05%
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  • Dollar to INR:  85.37 0.01%
My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sharwan Kumar Goyal

25 Apr 25 | 12:00 AM

10.43 -0.24 (-2.24%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed S&P BSE Sensex by -7.43%

  • More Volatile

    1.73%

    Standard Deviation (1Y)

    Higher Equity - Index by 0.79%

  • Inconsistent

    2/3

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVFeb 04Mar 04Apr 04Jul 04Aug 04Sep 04Nov 049.29.49.69.810.0
JavaScript chart by amCharts 3.20.9UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)

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-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G), has underperformed S&P BSE Sensex by -7.43% (CAGR difference)

0.00%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.00.51.01.52.02.53.03.54.04.55.05.56.06.57.07.58.0
JavaScript chart by amCharts 3.20.9UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) S&P BSE Sensex

Risk

In last 1 year , the volatility of UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) is Higher than S&P BSE Sensex by 0.79%

1.73%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.91.01.11.21.31.41.51.61.71.8
JavaScript chart by amCharts 3.20.9UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) S&P BSE Sensex

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 - Index

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJan-10010
JavaScript chart by amCharts 3.20.9UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJan-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

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

View Stock Composition