UTI - MNC Fund - Direct Plan - Growth
code 120682 Sectoral/Thematic direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 4.94% | 2026-10-09 → 2026-11-09 |
| 3M | -3.70% | 2026-08-07 → 2026-11-09 |
| 6M | 2.39% | 2026-05-08 → 2026-11-09 |
| 1Y | -0.87% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.07% | 2023-11-09 → 2026-11-09 |
| 5Y | 7.55% | 2021-11-09 → 2026-11-09 |
| 7Y | 11.29% | 2019-11-08 → 2026-11-09 |
| 10Y | 10.97% | 2016-11-09 → 2026-11-09 |
| since inception | 13.75% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 64.12% | 13.70% | -2.07% | 38.45% | 0.64% | -0.87% | 13.92% | 25.29% | -0.54% | 23.68% | 17.70% | 4.21% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,161 | 16.37% | 11.65% | -23.73% | 96.54% | 82% |
| 3 years | 2,673 | 13.87% | 12.88% | -2.63% | 33.38% | 100% |
| 5 years | 2,180 | 13.02% | 11.87% | 0.17% | 26.67% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 7.58% | 7.04% | 9.92% |
| volatility | 15.11% | 13.51% | 14.23% |
| max drawdown | -21.57% | -21.57% | -31.58% |
| downside deviation | 11.00% | 9.37% | 10.08% |
| Sharpe ratio | 0.17 | 0.15 | 0.36 |
| Sortino ratio | 0.23 | 0.21 | 0.51 |
| Calmar ratio | 0.35 | - | - |
Sector/theme fund: not ranked. Compare with its benchmark above.