InvestVerdict
UTI - Regular Saving Fund (Segregated - 17022020)
· · Conservative Hybrid · Scheme code 148112
Fund houseUTI Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular ·
History1.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 297.14 | 304.14 | 315.09 | 339.02 | — | — | — | — | 93.54 |
| Conservative Hybrid category median |
— | — | — | 3.64 | 7.33 | 6.92 | — | 7.17 | — |
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 | 211.6% | 0.41 | — | — | — | -24.1% | — |
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 |
|---|---|---|---|---|
| 46 | -17.2% | -16.3% | 339.0% | 98% |
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.