UTI-Value Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Vetri Subramaniam

28 Mar 24 | 12:00 AM

39.56 0.29 (0.73%)

  • Underperforms

    40.25%

    Return (1Y)

    underperformed Nifty 500 TRI by -3.66%

  • Less Volatile

    0.63%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.02%

  • Not so consistent

    5/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year UTI-Value Fund (IDCW), has beaten by -3.66% (CAGR difference)

40.25%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of UTI-Value Fund (IDCW) is Lower than by -0.02%

0.63%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

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

View Stock Composition