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UTI Regular Savings Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Conservative Hybrid Fund
Fund House : UTI Mutual Fund

Returns (NAV as on 22nd May, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-May-19 10126.82 1.27% - 1.32% 15/22
1 Month 22-Apr-19 10003.39 0.03% - 0.66% 19/22
3 Month 22-Feb-19 10264.21 2.64% - 3.33% 20/22
6 Month 22-Nov-18 10442.59 4.43% - 5.00% 18/22
YTD 29-Mar-19 9956.33 -0.44% - 0.41% 20/22
1 Year 22-May-18 10547.01 5.47% 5.47% 6.49% 17/22
2 Year 22-May-17 11447.67 14.48% 6.99% 6.10% 7/22
3 Year 20-May-16 12877.86 28.78% 8.78% 8.55% 8/22
5 Year 22-May-14 16030.81 60.31% 9.89% 9.24% 6/21
10 Year - - - - - -/-
Since Inception 02-Jan-13 18589.72 85.90% 10.20% - -/-

SIP Returns (NAV as on 22nd May,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 22-May-18 12000 12365.36 3.04 % 5.71 %
2 years 22-May-17 24000 25418.51 5.91 % 5.64 %
3 years 22-May-16 36000 39928.91 10.91 % 6.85 %
5 years 22-May-14 60000 73675.84 22.79 % 8.15 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.08% 0.03% 2.64% 4.43% -0.44% 5.47% 6.99% 8.78% 9.89%
Nifty 50 0.25% 1.24% 8.77% 11.51% 0.98% 11.40% 11.52% 14.81% 10.03%
Benchmark: Nifty 50 0.07% 0.61% 3.63% 5.84% 0.61% 8.81% 7.88% 9.63% 9.30%
Category Average 0.13% 0.66% 3.33% 5.00% 0.41% 6.49% 6.10% 8.55% 9.24%
Category Rank 16/22 19/22 20/22 18/22 20/22 17/22 7/22 8/22 6/21
Best in Category 0.28% 2.51% 5.01% 7.24% 2.28% 10.31% 11.61% 11.54% 11.37%
Worst in Category 0.05% -1.34% 0.10% 1.96% -1.41% -0.36% 3.07% 6.74% 7.37%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 4.81% 12.16% 12.85% 3.58%
Q3 - 2016 4.22% 3.40% 4.42% 4.92%
Q3 - 2017 3.08% 2.54% 2.87% 1.84%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2019 -0.44% -0.10% -0.74% 0.37%
Q3 - 2018 0.22% 3.29% 2.44% -0.94%
Q4 - 2016 -0.27% -6.39% -6.71% 0.31%

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