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UTI-Retirement Fund - Regular Hybrid - Debt Oriented
INVEST

Plan: OPEN | Option: Growth | Sunil Patil

23 Apr 24 | 12:00 AM

43.75 0.09 (0.20%)

  • Outperforms

    20.20%

    Return (1Y)

    beaten Hybrid - Debt Oriented by 6.11%

  • More Volatile

    0.27%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.07%

  • Consistent

    9/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

    Not Rated

Scheme Trivia

  • UTI-Retirement Benefit Pension Plan fund has been the 6th best in 5Y performance in the Hybrid - Debt Oriented category

  • UTI-Retirement Benefit Pension Plan fund has been given the 4th best Risk adjusted performance for the past 5Y in the Hybrid - Debt Oriented category

  • UTI-Retirement Benefit Pension Plan fund has been the 6th best in the 5Y SIP performance in the Hybrid - Debt Oriented 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-Retirement Fund - Regular, has beaten its benchmark, Hybrid - Debt Oriented by 6.11% (CAGR difference)

20.20%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Apr 2023

Risk

In last 1 year , the volatility of UTI-Retirement Fund - Regular,is Higher than its benchmark, Hybrid - Debt Oriented by 0.07%

0.27%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 42 Stocks beating the benchmark 13 Stocks not beating the benchmark

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