Mutual Funds
UTI Wealth Builder Fund - Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Moderate Allocation 		Total Net Assets (mil)
9,913.32 INR
Morningstar® Benchmark
CRISIL Hybrid 35+65 - Aggressive TR INR
Used throughout report
 Fund Benchmark
35% CRISIL Composite Bond Fund TR INR,
65% S&P BSE 200 India TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -1.53 -1.34 -1.11
6M -0.58 1.65 0.01
1Y-0.97 12.01 3.90
3Y* 0.57 5.77 4.68
5Y* 6.10 11.45 12.70
10Y* - - -
*Annualised Return Data Through 15/02/2018
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2018 - - - -
2017 10.87 -3.55 -3.01 5.45
2016 -5.00 7.26 4.70 0.99
2015 15.64 -6.37 -5.73 0.32
2014 7.69 12.86 9.21 3.14
RISK MEASURES
3Y Alpha -4.25
3Y Beta 0.88
3Y R-Squared 90.66
3Y Info Ratio -1.97
3Y Tracking Error 2.69
3Y Sharpe Ratio 0.14
3Y Std Dev 11.72
3Y Risk bel avg
5Y Risk bel avg
10Y Risk -
Calculations use CRISIL Hybrid 35+65 - Aggressive TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 16 Feb 2018


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