InvestVerdict
UTI - FTIF - Series XXVI - Plan X (1107 Days)
· · Mutual fund · Scheme code 141193
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.60 | 1.94 | 3.70 | 7.90 | 7.30 | — | — | — | 7.25 |
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 | 0.8% | 1.02 | 2.03 | — | — | -0.8% | — |
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
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 97 | 4.5% | 7.5% | 9.3% | 0% |
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.