otherLow risk

UTI FTIF SERIES XXVIII - PLAN XIII (1134 DAYS) - Direct Plan - Quarterly IDCW

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 28 Mar 2018.

Latest price per unit

₹9.884

▼ 1.84% today

As of 4 May 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹97.3k

▼ ₹2.7k loss · -2.7% / year

Invested 3 years ago

₹98.6k

▼ ₹1.4k loss · -0.5% / 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

-4.01%

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 year-2.73%

CAGR — 3 years-0.49%

CAGR — 5 years—

CAGR — since launch-0.48%

Volatility — 1 year (annualised)5.78%

Volatility — 3 years (annualised)4.40%

Max drawdown — 1 year-4.01%

Max drawdown — 3 years-4.01%

Sharpe ratio — 1 year (rf=6%)-1.53

Sharpe ratio — 3 years (rf=6%)-1.48

Fund info

Fund house: UTI Mutual Fund
Category: IDF
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 142845
First price on record: 28 Mar 2018 · 748 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.