Compare funds
| UTI Focused Fund (30 stocks) - Direct Plan - Growth | |
|---|---|
| category | Focused Fund |
| benchmark | NIFTY 500 |
| history from | 2021-08-26 |
| rating (overall) | ★★☆☆☆ |
| 3y / 5y / 10y stars | 2 / 2 / - |
| return 1Y | 3.09% |
| return 3Y | 12.07% |
| return 5Y | 10.06% |
| return 10Y | - |
| vs benchmark 1Y | -1.18% |
| vs benchmark 3Y | -0.59% |
| vs benchmark 5Y | 0.10% |
| 3y volatility | 15.28% |
| 3y worst fall | -19.32% |
| 3y Sharpe | 0.32 |
| 3y Sortino | 0.44 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 74th of 27 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.