otherHigh risk

UTI Contra Fund-Income-Dividend Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 18 Apr 2006.

Latest price per unit

₹15.6406

▲ 0.33% today

As of 22 Aug 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.50 L

▲ ₹50.5k gain · 50.5% / year

Invested 3 years ago

₹1.48 L

▲ ₹48.2k gain · 14.0% / year

Invested 5 years ago

₹1.35 L

▲ ₹35.2k gain · 6.2% / 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

17.5%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-52.62%

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 year50.47%

CAGR — 3 years14.02%

CAGR — 5 years6.21%

CAGR — since launch5.08%

Volatility — 1 year (annualised)17.04%

Volatility — 3 years (annualised)17.52%

Max drawdown — 1 year-7.87%

Max drawdown — 3 years-20.54%

Sharpe ratio — 1 year (rf=6%)2.10

Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house: UTI Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103532
First price on record: 18 Apr 2006 · 2,057 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.