otherHigh risk

UTI - Master Plus Unit Scheme-Income Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹83.1235

▼ 0.41% today

As of 10 Jul 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.33 L

▲ ₹33.5k gain · 33.5% / year

Invested 3 years ago

₹1.36 L

▲ ₹36.4k gain · 10.9% / year

Invested 5 years ago

₹1.90 L

▲ ₹90.4k gain · 13.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.0%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-63.70%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year33.47%

CAGR — 3 years10.90%

CAGR — 5 years13.74%

CAGR — since launch5.91%

Volatility — 1 year (annualised)16.49%

Volatility — 3 years (annualised)16.02%

Max drawdown — 1 year-11.96%

Max drawdown — 3 years-18.98%

Sharpe ratio — 1 year (rf=6%)1.43

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: UTI Mutual Fund
Category: Income
Plan: —
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100657
First price on record: 3 Apr 2006 · 2,033 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.