InvestVerdict
UTI - FIIF Sr-2 Quarterly Interval Plan IV
· · Mutual fund · Scheme code 109464
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History13.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.27 | 0.03 | 0.09 | 0.28 | 0.10 | 0.06 | 0.03 | 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 | 3.3% | -1.97 | -2.00 | — | — | -2.6% | — |
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 |
|---|---|---|---|---|
| 617 | -2.4% | 0.0% | 2.2% | 51% |
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.