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UTI FTIF SERIES XXVIII - PLAN I (1230 DAYS) - Regular Plan - Annual IDCW

UTI · Equity Fund
High
₹9.78
Current NAV
06 Apr 2021
-3.4%
1Y Return
-1.1%
3Y CAGR
20.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.74).
  • Very large asset base (AUM: ₹16,790 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.
  • Higher expense ratio (2.34%) which can affect compounding over long horizons.
  • 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
1.74
Sharpe Ratio
0.74
Beta
1.74
Alpha
1.98
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹16790 Cr
Expense Ratio 2.34%
Min SIP ₹500
Min Lumpsum ₹1000
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