Plan: OPEN | Option: Growth | V Srivatsa

25 Oct 24 | 12:00 AM

392.17 -4.06 (-1.03%)

  • Outperforms

    32.50%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 4.72%

  • More Volatile

    0.65%

    Standard Deviation (1Y)

    Higher than Hybrid - Equity Oriented by 0.01%

  • Consistent

    8/11

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Scheme Trivia

  • UTI-Balanced Fund (G) fund has been the 8th best in the 5Y SIP performance in the Hybrid - Equity Oriented category

  • UTI-Balanced Fund (G) fund has been the 8th best in the 3Y SIP performance in the Hybrid - Equity Oriented category

  • UTI-Balanced Fund (G) fund has been the 8th best in the 1Y SIP performance in the Hybrid - Equity Oriented category

Critical Parameters

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Returns

In last 1 year UTI-Aggressive Hybrid Fund (G), has beaten its benchmark, Hybrid - Equity Oriented by 4.72% (CAGR difference)

32.50%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of UTI-Aggressive Hybrid Fund (G),is Higher than its benchmark, Hybrid - Equity Oriented by 0.01%

0.65%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 11 Months, i.e 72.73% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 40 Stocks beating the benchmark 22 Stocks not beating the benchmark

View Stock Composition