38
ValueAvoid
UTI Value
UTI · Direct–Growth · rank #15 of 21 by Smart Score
Trailing returns
1 Year
-1.1%
-1.6% vs index
3 Years
14.8%
+2.6% vs index
5 Years
13.2%
+1.3% vs index
Since launch
13.7%
Year-by-year performance
2021
+31.4%+0.7% vs index
2022
+5.0%+1.3% vs index
2023
+27.6%+1.1% vs index
2024
+24.3%+8.6% vs index
2025
+7.7%+0.0% vs index
2026
-3.7%-1.9% vs index
Why this score
UTI Value scores 38/100 — #15 of 21 Value fund (Avoid). It stands out for fund size — beating 83% of peers on fund size. The main drag is its 5y return (better than only 9% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return13.20% · 9th percentile in category
Fund size9439.61 Cr · 83rd percentile in category
3Y return14.81% · 38th percentile in category
Alpha1.51 · 31st percentile in category
Sharpe ratio0.67 · 38th percentile in category
1Y return-1.05% · 26th percentile in category