Compare funds
| UTI Large & Mid Cap Fund - Direct Plan - Growth | |
|---|---|
| category | Large & Mid Cap Fund |
| benchmark | NIFTY LARGEMIDCAP 250 |
| history from | 2013-01-02 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 4 / 4 / 3 |
| return 1Y | 2.79% |
| return 3Y | 15.57% |
| return 5Y | 13.03% |
| return 10Y | 14.57% |
| vs benchmark 1Y | 2.09% |
| vs benchmark 3Y | 2.92% |
| vs benchmark 5Y | 2.09% |
| 3y volatility | 15.48% |
| 3y worst fall | -17.55% |
| 3y Sharpe | 0.55 |
| 3y Sortino | 0.83 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 20th of 26 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.