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UTI-Retirement Fund - Regular Hybrid - Debt Oriented
INVEST

Plan: OPEN | Option: Growth | Sunil Patil

30 Jan 26 | 12:00 AM

50.42 -0.01 (-0.02%)

  • Outperforms

    6.62%

    Return (1Y)

    beaten Hybrid - Debt Oriented by 0.74%

  • More Volatile

    0.32%

    Standard Deviation (1Y)

    Higher than Hybrid - Debt Oriented by 0.09%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

    Not Rated

Scheme Trivia

  • UTI-Retirement Benefit Pension Plan fund has been the 3rd best in 5Y performance in the Hybrid - Debt Oriented category

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

  • UTI-Retirement Benefit Pension Plan fund has been the 3rd 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 0.74% (CAGR difference)

6.62%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

31 Jan 2025

Risk

In last 1 year , the volatility of UTI-Retirement Fund - Regular,is Higher than its benchmark, Hybrid - Debt Oriented by 0.09%

0.32%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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, 29 Stocks beating the benchmark 35 Stocks not beating the benchmark

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