Mutual Funds
UTI Treasury Advantage Institutional Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Low Duration 		Total Net Assets (mil)
30,480.35 INR
Morningstar® Benchmark
CRISIL Liquid Fund TR INR
Used throughout report
 Fund Benchmark
Crisil Low Duration Debt Index TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -9.56 1.89 -3.31
6M -7.78 3.75 -1.74
1Y -4.19 7.73 1.15
3Y* 3.39 7.19 4.14
5Y* 5.55 7.66 5.12
10Y* 6.907.46 5.67
*Annualised Return Data Through 18/06/2019
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2019 2.09 - - -
2018 1.76 1.41 1.68 2.26
2017 1.94 1.81 1.69 1.43
2016 2.23 2.06 2.36 1.97
2015 2.20 2.16 2.22 1.91
RISK MEASURES
3Y Alpha -0.86
3Y Beta 1.31
3Y R-Squared 26.34
3Y Info Ratio 0.50
3Y Tracking Error 0.56
3Y Sharpe Ratio 5.97
3Y Std Dev0.62
3Y Risk Avg
5Y Risk bel avg
10Y Risk Low
Calculations use CRISIL Liquid Fund TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 19 Jun 2019


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