Mutual Funds
UTI Hybrid Equity Fund Regular Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Category_INCA000043
Total Net Assets (mil)
40,441.85 INR
Morningstar® Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Used throughout report
Fund Benchmark
CRISIL Hybrid 25+75-Aggressive TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -20.22 1.65 -16.20
6M -16.04 4.79 -9.65
1Y -20.60 12.50 -12.79
13Y* -3.99 8.42 -0.43
5* 0.66 8.51 2.36
10Y* 6.12 8.83 7.50
*Annualised Return Data Through 17/03/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 - - - -
2019 3.53 -0.63 -4.06 3.82
2018 -5.10 0.42 -0.97 0.04
2017 9.67 4.23 2.63 7.15
2016 -3.64 9.35 6.05 -2.60
RISK MEASURES
3Y Alpha -7.58
3Y Beta 1.47
3Y R-Squared 25.34
3Y Info Ratio -0.74
3Y Tracking Error 8.10
3Y Sharpe Ratio -0.05
3Y Std Dev 9.21
3Y Risk bel avg
5Y Risk bel avg
10Y Risk bel avg
Calculations use CRISIL Hybrid 85+15 - ConservativeTR INR (where applicable)

Morningstar Style BoxTM


Report as of 18 Mar 2020


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