Mutual Funds
UTI Regular Savings Fund Regluar Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Conservative Allocation
Total Net Assets (mil)
24,656.25 INR
Morningstar® Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Used throughout report
Fund Benchmark
CRISIL Short Term Debt Hyb 75+25 TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -1.59 3.19 0.43
6M 1.01 5.80 2.62
1Y 1.72 11.23 3.63
3Y* 6.40 8.91 5.00
5Y* 8.21 9.48 6.33
10Y* 8.75 8.67 6.78
*Annualised Return Data Through 18/07/2019
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2019 2.74 -2.34 - -
2018 0.18 1.38 0.05 1.76
2017 4.56 2.46 2.91 2.06
2016 1.10 3.76 4.28 -0.44
2015 3.80 0.16 2.39 0.61
RISK MEASURES
3Y Alpha -1.38
3Y Beta 0.86
3Y R-squared 52.40
3Y Info Ratio -0.73
3Y Tracking Error 3.13
3Y Sharpe Ratio 0.70
3Y Std Dev 4.47
3Y Risk Avg
5Y Risk Avg
10Y Risk Avg
Calculations use CRISIL Hybrid 85+15 - ConservativeTR INR (where applicable

Morningstar Style BoxTM


* Report as of 19 Jul 2019


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