InvestVerdict
UTI - Focussed Equity Fund - Series VI (1150 Days)
· · Mutual fund · Scheme code 142287
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -2.32 | 3.51 | 24.33 | 63.05 | 10.50 | — | — | — | 10.55 |
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 | 19.5% | 0.21 | 0.27 | — | — | -36.0% | — |
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 |
|---|---|---|---|---|
| 105 | -24.4% | 6.9% | 76.3% | 35% |
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.