InvestVerdict
UTI - FIIF Quarterly Interval Plan III
· · Mutual fund · Scheme code 106367
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History13.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.21 | 0.04 | 0.14 | 0.54 | 0.12 | 0.03 | 0.01 | 0.03 | 0.05 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.5% | -1.82 | -1.85 | — | — | -2.8% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 592 | -2.4% | 0.0% | 2.0% | 50% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.