37
ValueAvoid
UTI Value
UTI · Direct–Growth · rank #16 / 21 Smart Score ke hisaab se
Data updated
UTI Value ka score 37/100 hai — 21 mein #16 Value fund (Avoid). Mazbooti: fund size (category mein 83th percentile). Kamzori: 5 saal ka return (category mein 9th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-3.1%
-2.0% index ke muqable
3 saal
13.9%
+2.4% index ke muqable
5 saal
12.7%
+1.0% index ke muqable
Launch se
13.5%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
31.4%
2022
5.0%
2023
27.6%
2024
24.3%
2025
7.7%
2026
-5.5%
Risk metrics
Sharpe ratio
0.67
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
14.99
↓ jitna kam, utna accha
Alpha
1.51
↑ jitna zyada, utna accha
Beta
0.93
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.