Ranked On: 31 October 2025

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Uti Banking & Psu Fund 2.0
7.83% 7.35% 6.99% 6.21% 6.79% 8.07% 7.64% 7.24% 6.40% 6.95% 1.04% 0.00% 0.00% 1.32% 0.76 1.23 1.70
Uti Corporate Bond Fund 7.0
7.88% 7.59% 5.89% 7.50% % 8.21% 7.92% 6.22% 7.84% % 1.09% -0.04% 0.00% 2.17% 0.66 1.23 1.73
Uti Credit Risk Fund 11.0
7.43% 7.32% 9.29% 1.05% 2.93% 8.11% 8.08% 10.09% 1.84% 3.84% 0.79% 0.00% 0.00% 4.43% 0.29 1.63 2.08
Uti Dynamic Bond Fund 11.0
5.96% 7.02% 8.34% 6.32% 6.71% 6.85% 7.92% 9.14% 7.08% 7.47% 2.06% -1.32% -1.48% -0.66% 0.94 0.27 0.63
Uti Floater Fund 12.0
7.18% 7.01% 5.54% 6.23% % 7.62% 7.50% 6.11% 6.93% % 0.59% 0.00% 0.00% 3.80% 0.36 1.27 2.09
Uti Gilt Fund 7.0
4.77% 6.89% 5.15% 7.03% 7.31% 5.05% 7.17% 5.44% 7.33% 7.61% 2.94% -2.91% -2.41% % 0.18 0.44
Uti Gilt Fund With 10 Ye…
6.60% 7.55% % % % 7.11% 8.07% % % % 2.53% -1.45% -1.55% % 0.41 0.84
Uti Liquid Fund 7.0
6.59% 6.97% 5.74% 5.69% 6.16% 6.68% 7.07% 5.84% 5.78% 6.24% 0.17% 0.00% 0.00% 6.14% 0.06 23.59 6.91
Uti Low Duration Fund 2.0
7.65% 7.48% 7.13% 5.52% 6.16% 7.75% 7.58% 7.24% 5.63% 6.29% 0.39% 0.00% 0.00% 5.99% 0.14 9.44 4.29
Uti Medium Duration Fund 10.0
6.62% 6.84% 5.85% 5.11% 5.86% 7.33% 7.55% 6.54% 5.81% 6.56% 1.29% -0.42% 0.00% 0.59% 0.77 0.48 0.97
Uti Medium To Long Durat… 6.0
5.58% 6.81% 7.98% 5.02% 5.54% 6.02% 7.22% 8.38% 5.54% 6.15% 2.24% -1.51% -1.73% -0.93% 0.98 0.27 0.61
Uti Money Market Fund 1.0
7.56% 7.57% 6.21% 6.50% 6.75% 7.65% 7.66% 6.30% 6.59% 6.85% 0.32% 0.00% 0.00% 6.39% 0.10 28.75 5.61
Uti Overnight Fund 3.0
5.87% 6.38% 5.33% 5.12% 5.55% 5.93% 6.43% 5.38% 5.18% 5.64% 0.14% 0.00% 0.00% % 5.29 4.55
Uti Short Duration Fund 8.0
7.49% 7.46% 6.89% 5.83% 6.26% 7.96% 8.02% 7.48% 6.39% 6.80% 0.88% 0.00% 0.00% 2.78% 0.57 1.51 1.97
Uti Ultra Short Duration… 13.0
6.74% 6.89% 6.16% 5.66% 6.19% 7.39% 7.50% 6.75% 6.26% 6.80% 0.24% 0.00% 0.00% 5.89% 0.07 9.11 4.67
Uti Dividend Yield Fund
0.91% 19.37% 19.48% 16.34% 14.77% 1.51% 20.08% 20.19% 17.03% 15.46% 13.23% -17.73% -13.54% 4.37% 0.94 0.52 1.02
Uti Elss Tax Saver Fund 32.0
1.08% 12.50% 14.80% 14.31% 12.77% 2.07% 13.64% 15.94% 15.43% 13.86% 12.90% -18.07% -16.35% -3.11% 0.94 0.25 0.50
Uti Flexi Cap Fund 27.0
0.73% 10.51% 11.85% 13.51% 12.74% 1.37% 11.29% 12.68% 14.30% 13.46% 12.19% -14.48% -15.85% -3.26% 0.83 0.19 0.38
Uti Focused Fund 17.0
2.38% 14.35% % % % 3.73% 15.97% % % % 12.90% -18.72% -15.71% -0.94% 0.93 0.31 0.64
Uti Large & Mid Cap Fund 8.0
3.64% 20.72% 22.60% 17.44% 14.73% 4.59% 21.71% 23.50% 18.22% 15.45% 13.33% -17.21% -15.48% 2.73% 0.96 0.55 1.09
Uti Large Cap Fund 18.0
5.27% 11.91% 14.25% 13.51% 12.63% 6.13% 12.87% 15.26% 14.50% 13.57% 11.37% -14.58% -15.25% -0.76% 0.89 0.25 0.53
Uti Mid Cap Fund 21.0
-2.65% 15.69% 19.04% 17.38% 14.33% -1.80% 16.73% 20.15% 18.46% 15.38% 15.64% -22.63% -22.97% -6.19% 0.95 0.31 0.65
Uti Transportation And L…
15.47% 24.48% 23.05% 16.38% 13.05% 16.74% 25.87% 24.49% 17.71% 14.36% 15.95% -23.32% -18.85% % 0.47 1.04
Uti Banking And Financia… 7.0
11.55% 15.01% 16.32% 11.84% 12.40% 12.71% 16.22% 17.59% 13.02% 13.60% 12.36% -10.00% -10.87% 2.37% 0.93 0.45 0.79
Uti India Consumer Fund 9.0
1.66% 14.08% 14.98% 12.99% 12.12% 2.59% 15.10% 15.87% 13.77% 12.85% 14.16% -22.43% -18.93% -3.07% 0.96 0.24 0.51
Uti Infrastructure Fund 10.0
0.17% 18.07% 21.53% 16.41% 13.45% 0.52% 18.47% 21.94% 16.82% 13.87% 14.51% -20.80% -14.56% -0.58% 0.87 0.45 0.91
Uti Mnc Fund
1.37% 13.02% 13.77% 10.73% 10.49% 2.20% 13.98% 14.76% 11.70% 11.47% 12.27% -21.28% -17.69% 0.27% 0.83 0.28 0.61
Uti Healthcare Fund
-0.65% 23.67% 16.11% 19.20% 12.01% 0.35% 24.90% 17.31% 20.42% 13.13% 15.85% -15.36% -16.02% 5.72% 0.88 0.57 1.05
Uti Small Cap Fund 10.0
-5.27% 16.59% % % % -4.13% 18.15% % % % 17.07% -20.10% -15.73% -0.98% 0.83 0.36 0.72
Uti Value Fund 8.0
2.58% 17.37% 18.60% 16.93% 14.48% 3.27% 18.19% 19.45% 17.75% 15.29% 12.42% -16.18% -12.43% 2.71% 0.92 0.48 0.93
Uti Aggressive Hybrid Fu… 13.0
3.76% 15.77% 17.71% 14.29% 12.80% 4.43% 16.51% 18.46% 15.04% 13.54% 9.38% -11.42% -9.70% 2.59% 1.14 0.52 1.05
Uti Arbitrage Fund 2.0
6.50% 7.20% 5.83% 5.66% 5.81% 7.01% 7.76% 6.41% 6.23% 6.37% 0.38% 0.00% 0.00% % 3.76 3.47
Uti Conservative Hybrid … 9.0
5.04% 9.36% 9.43% 8.40% 8.33% 5.69% 10.03% 10.09% 9.07% 9.03% 3.78% -2.87% -3.88% -1.01% 1.24 0.51 1.02
Uti Unit Linked Insuranc… 18.0
4.55% 8.92% 8.64% 7.82% 8.09% 5.23% 9.67% 9.42% 8.58% 8.81% 5.44% -4.53% -5.68% 0.51% 0.77 0.29 0.59
Uti Equity Savings Fund 5.0
7.01% 10.45% 10.89% 9.62% % 8.12% 11.45% 11.86% 10.59% % 4.14% -2.70% -3.66% 0.86% 0.96 0.57 1.11
Uti Multi Asset Allocati…
9.54% 19.33% 15.45% 13.14% 11.48% 10.88% 20.52% 16.53% 14.16% 12.48% 8.36% -9.75% -7.30% % 0.82 1.56
Uti Nifty 50 Index Fund 33.0
7.43% 12.57% 15.43% 14.25% 13.82% 7.53% 12.70% 15.56% 14.36% 13.92% 11.62% -14.03% -14.14% % 0.31 0.61
Uti Bse Low Volatility I… 60.0
4.86% 14.01% % % % 5.36% 14.54% % % % 12.28% -17.18% -13.47% % 0.36 0.74
Uti Nifty Next 50 Index … 67.0
-4.85% 16.01% 16.84% 13.92% % -4.42% 16.53% 17.38% 14.48% % 17.79% -25.90% -26.76% % 0.30 0.62
Uti Bse Sensex Index Fund 81.0
6.27% 11.70% % % % 6.37% 11.81% % % % 11.22% -13.02% -14.08% % 0.27 0.54
Uti Nifty Midcap 150 Qua… 91.0
-2.96% 12.68% % % % -2.52% 13.19% % % % 14.66% -21.03% -17.88% % 0.24 0.50
Uti Nifty200 Momentum 30… 93.0
-9.14% 16.20% % % % -8.71% 16.76% % % % 17.84% -28.89% -29.72% % 0.26 0.54
Uti Bse Sensex Next 50 E… 25.0
3.24% 20.49% 20.95% % % % % % % % 15.64% -20.13% -19.47% % 0.46 0.93
Uti Nifty Bank Etf 62.0
12.06% 11.84% 15.27% % % % % % % % 12.83% -8.77% -14.29% % 0.28 0.52
Uti Nifty Next 50 Exchan… 78.0
-4.17% 16.82% 17.68% 14.79% % % % % % % 17.81% -25.71% -26.57% % 0.32 0.67
Uti Bse Sensex Etf 92.0
6.55% 12.03% 14.32% 13.92% 13.82% % % % % % 11.22% -12.91% -14.05% % 0.29 0.57
Uti Children's Hybrid Fu… 7.0
3.85% 9.14% 9.84% 8.87% 8.66% 4.04% 9.36% 10.07% 9.09% 8.87% 5.69% -6.60% -5.50% 2.41% 0.41 0.29 0.61
Uti Children's Equity Fu… 8.0
0.63% 12.02% 14.32% 13.27% 12.88% 1.70% 13.23% 15.54% 14.42% 13.95% 12.77% -18.18% -16.44% -3.29% 0.93 0.24 0.48
Uti Retirement Fund 9.0
4.56% 11.73% 12.38% 10.18% 9.70% 5.20% 12.44% 13.12% 10.90% 10.39% 5.62% -5.79% -5.84% 4.94% 0.41 0.53 1.07

Return Calculated On: 04 December 2025

Ratios Calculated On: 31 October 2025

Amc Name Started On Address Phone Number Website
UTI Mutual Fund 2003-02-01

UTI Towers, Gn Block, Bandra Kurla Complex,
Bandra (East)
Mumbai 400051
Maharashtra

66786666
None
UTI Mutual Fund