otherLow risk

UTI Smart Woman Savings Plan - Dividend Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 3 Jul 2009.

Latest price per unit

₹37.3868

▲ 0.20% today

As of 2 May 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹7.7k gain · 7.7% / year

Invested 3 years ago

₹1.28 L

▲ ₹27.6k gain · 8.5% / year

Invested 5 years ago

₹1.63 L

▲ ₹62.6k gain · 10.2% / 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

4.4%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-50.41%

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 year7.67%

CAGR — 3 years8.47%

CAGR — 5 years10.21%

CAGR — since launch0.77%

Volatility — 1 year (annualised)3.62%

Volatility — 3 years (annualised)4.35%

Max drawdown — 1 year-2.80%

Max drawdown — 3 years-4.77%

Sharpe ratio — 1 year (rf=6%)0.47

Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house: UTI Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112067
First price on record: 3 Jul 2009 · 2,129 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.