40
ValueAvoid
UTI Value
UTI · Direct–Growth · rank #14 / 23 Smart Score ke hisaab se
Data updated
UTI Value ka score 40/100 hai — 23 mein #14 Value fund (Avoid). Mazbooti: fund size (category mein 85th percentile). Kamzori: 5 saal ka return (category mein 8th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-8.3%
-1.2% index ke muqable
3 saal
11.0%
+1.9% index ke muqable
5 saal
9.6%
+1.7% index ke muqable
Launch se
12.9%
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
-9.5%
Risk metrics
Sharpe ratio
0.41
↑ jitna zyada, utna accha
Sortino ratio
0.53
↑ jitna zyada, utna accha
Std deviation
15.30
↓ jitna kam, utna accha
Alpha
1.07
↑ jitna zyada, utna accha
Beta
0.94
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.