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UTI FTIF Series XXV-X (1229 Days)- Regular Plan - Flexi Div Option

UTI · Equity Fund
High
₹10.00
Current NAV
07 Apr 2020
-14.0%
1Y Return
-0.4%
3Y CAGR
14.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.55).
  • Very large asset base (AUM: ₹21,100 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.55
Sharpe Ratio
0.75
Beta
2.55
Alpha
0.63
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹21100 Cr
Expense Ratio 1.15%
Min SIP ₹500
Min Lumpsum ₹1000
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