InvestVerdict
UTI - FTIF SERIES XXVIII - PLAN VII (1169 DAYS)
· · Mutual fund · Scheme code 142328
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -9.65 | -8.55 | -6.73 | -2.56 | -0.90 | — | — | — | -0.58 |
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 | 6.4% | -1.16 | -1.18 | — | — | -11.1% | — |
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 | -7.2% | 0.4% | 9.6% | 49% |
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.