Ranked On: 30 March 2026

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 1.0
6.30% 7.09% 7.26% 6.27% 6.55% 6.56% 7.37% 7.53% 6.47% 6.72% 0.98% 0.00% 0.00% 0.43% 0.61 0.79 1.27
Uti Corporate Bond Fund 9.0
5.35% 7.13% 6.01% 7.10% % 5.67% 7.45% 6.34% 7.43% % 1.33% -0.49% -0.18% -0.07% 0.78 0.42 0.87
Uti Credit Risk Fund 11.0
6.07% 7.06% 9.37% 0.91% 2.78% 6.81% 7.82% 10.16% 1.68% 3.68% 0.90% -0.13% 0.00% 0.34% 0.38 0.71 1.31
Uti Dynamic Bond Fund 9.0
3.79% 6.70% 8.66% 6.44% 6.55% 4.64% 7.60% 9.48% 7.20% 7.32% 2.19% -1.32% -1.99% -0.15% 0.86 0.12 0.29
Uti Floater Fund 11.0
5.96% 6.81% 5.74% 6.03% % 6.43% 7.29% 6.27% 6.69% % 0.65% 0.00% 0.00% 0.37% 0.38 0.72 1.38
Uti Gilt Fund 2.0
3.09% 6.78% 5.67% 6.82% 7.38% 3.43% 7.08% 5.97% 7.13% 7.68% 3.07% -2.91% -3.70% % 0.08 0.19
Uti Gilt Fund With 10 Ye…
2.48% 6.79% % % % 2.97% 7.31% % % % 2.87% -1.96% -2.29% % 0.11 0.25
Uti Liquid Fund 5.0
6.28% 6.93% 6.01% 5.65% 6.11% 6.38% 7.02% 6.10% 5.74% 6.19% 0.19% 0.00% 0.00% 1.09% 0.07 8.54 5.29
Uti Long Duration Fund
-2.56% 5.18% % % % -1.67% 6.16% % % % 4.81% -5.64% -9.29% -1.32% 1.20 -0.08 -0.25
Uti Low Duration Fund 2.0
6.51% 7.26% 7.29% 5.36% 6.04% 6.62% 7.36% 7.40% 5.46% 6.16% 0.49% 0.00% 0.00% 1.08% 0.23 1.86 2.77
Uti Medium Duration Fund 18.0
4.10% 6.42% 6.00% 4.85% 5.61% 4.79% 7.12% 6.69% 5.54% 6.30% 1.50% -0.80% -0.59% -0.55% 0.77 0.13 0.33
Uti Medium To Long Durat… 6.0
2.21% 6.14% 8.08% 5.07% 5.32% 2.61% 6.54% 8.47% 5.57% 5.92% 2.46% -1.51% -2.99% -0.52% 0.92 0.04 0.08
Uti Money Market Fund 1.0
6.61% 7.38% 6.40% 6.36% 6.68% 6.71% 7.47% 6.49% 6.46% 6.78% 0.39% 0.00% 0.00% 1.34% 0.16 3.08 3.69
Uti Overnight Fund 4.0
5.39% 6.23% 5.49% 5.06% 5.53% 5.45% 6.28% 5.54% 5.13% 5.61% 0.19% 0.00% 0.00% % 1.34 2.26
Uti Short Duration Fund 9.0
5.31% 7.03% 6.99% 5.59% 6.08% 5.79% 7.57% 7.57% 6.14% 6.63% 1.09% -0.35% 0.00% -0.03% 0.72 0.49 1.01
Uti Ultra Short Duration… 13.0
6.04% 6.75% 6.33% 5.55% 6.08% 6.71% 7.37% 6.94% 6.15% 6.68% 0.30% 0.00% 0.00% 0.75% 0.12 1.79 2.76
Uti Dividend Yield Fund
8.18% 19.78% 15.91% 15.03% 14.43% 8.79% 20.48% 16.60% 15.70% 15.12% 14.56% -17.73% -21.77% 3.85% 0.96 0.34 0.71
Uti Elss Tax Saver Fund 31.0
3.28% 13.10% 11.14% 12.18% 12.08% 4.29% 14.22% 12.25% 13.28% 13.16% 14.53% -18.07% -24.17% -2.95% 0.97 0.14 0.28
Uti Flexi Cap Fund 33.0
-2.06% 9.61% 7.05% 10.74% 11.68% -1.42% 10.36% 7.84% 11.53% 12.39% 13.81% -19.87% -21.49% -5.60% 0.88 0.05 0.06
Uti Focused Fund 19.0
2.99% 13.95% % % % 4.36% 15.52% % % % 14.56% -18.72% -26.68% -1.78% 0.97 0.17 0.35
Uti Large & Mid Cap Fund 2.0
10.27% 21.31% 18.29% 16.20% 14.55% 11.29% 22.34% 19.19% 17.00% 15.28% 14.80% -17.21% -20.37% 2.89% 0.96 0.37 0.80
Uti Large Cap Fund 27.0
2.57% 11.74% 10.36% 11.40% 11.80% 3.41% 12.69% 11.33% 12.37% 12.74% 13.14% -15.69% -21.82% -1.93% 0.93 0.11 0.22
Uti Mid Cap Fund 22.0
9.73% 17.07% 15.19% 16.49% 14.19% 10.67% 18.10% 16.26% 17.55% 15.24% 17.00% -22.63% -28.45% -5.44% 0.95 0.22 0.47
Uti Transportation And L…
17.90% 22.42% 19.34% 15.50% 12.20% 19.19% 23.77% 20.73% 16.81% 13.49% 17.83% -23.32% -33.24% % 0.33 0.77
Uti Banking And Financia… 7.0
8.18% 15.64% 13.90% 9.55% 12.44% 9.31% 16.85% 15.15% 10.71% 13.65% 15.03% -15.10% -10.87% 2.26% 0.94 0.19 0.41
Uti India Consumer Fund 3.0
1.26% 13.30% 11.60% 11.43% 11.25% 2.15% 14.31% 12.49% 12.22% 11.99% 15.85% -22.75% -31.17% -3.26% 0.98 0.14 0.29
Uti Infrastructure Fund 10.0
6.21% 19.02% 17.12% 14.77% 13.98% 6.54% 19.41% 17.51% 15.16% 14.40% 16.10% -20.80% -25.77% -2.80% 0.90 0.27 0.58
Uti Mnc Fund
5.96% 11.73% 10.34% 9.73% 9.84% 6.80% 12.66% 11.30% 10.68% 10.81% 13.98% -21.28% -24.81% -3.61% 0.83 0.12 0.24
Uti Healthcare Fund
7.01% 24.32% 14.24% 18.56% 12.44% 8.06% 25.54% 15.42% 19.76% 13.57% 16.25% -15.36% -18.99% 1.78% 0.90 0.55 1.04
Uti Small Cap Fund 15.0
6.84% 17.69% 17.50% % % 8.14% 19.20% 19.27% % % 18.21% -20.10% -29.49% -2.05% 0.84 0.23 0.44
Uti Value Fund 12.0
5.75% 17.45% 14.79% 14.83% 13.94% 6.44% 18.25% 15.60% 15.63% 14.75% 14.28% -16.18% -20.31% 1.58% 0.96 0.27 0.58
Uti Aggressive Hybrid Fu… 4.0
5.84% 15.43% 14.47% 13.07% 12.43% 6.53% 16.16% 15.20% 13.81% 13.18% 10.74% -11.42% -14.54% 3.97% 1.15 0.30 0.67
Uti Arbitrage Fund 2.0
6.13% 7.09% 5.99% 5.69% 5.81% 6.67% 7.65% 6.57% 6.26% 6.37% 0.36% 0.00% 0.00% % 3.73 3.38
Uti Conservative Hybrid … 11.0
2.95% 8.81% 8.48% 7.64% 7.89% 3.56% 9.47% 9.13% 8.30% 8.58% 4.65% -4.36% -4.94% 0.59% 1.30 0.19 0.46
Uti Unit Linked Insuranc… 24.0
0.74% 8.13% 6.92% 6.78% 7.44% 1.38% 8.86% 7.68% 7.53% 8.16% 6.44% -8.14% -8.04% -1.05% 0.82 0.07 0.15
Uti Equity Savings Fund 9.0
5.84% 10.21% 9.63% 9.16% % 6.91% 11.24% 10.60% 10.11% % 4.94% -4.36% -5.83% 0.61% 1.01 0.28 0.67
Uti Multi Asset Allocati… 10.0
10.55% 18.36% 14.18% 12.56% 11.03% 11.82% 19.57% 15.27% 13.59% 12.05% 10.18% -9.75% -13.99% % 0.41 0.97
Uti Nifty Next 50 Index … 47.0
8.44% 21.05% 14.90% 13.50% % 8.93% 21.59% 15.42% 14.03% % 18.74% -25.90% -32.56% % 0.26 0.56
Uti Bse Low Volatility I… 51.0
1.12% 12.77% % % % 1.61% 13.30% % % % 13.73% -17.18% -23.07% % 0.17 0.36
Uti Nifty 50 Index Fund 61.0
4.72% 11.93% 11.60% 11.88% 12.89% 4.83% 12.07% 11.73% 11.99% 12.99% 13.33% -14.77% -20.38% % 0.13 0.27
Uti Nifty200 Momentum 30… 89.0
10.17% 17.64% 14.35% % % 10.69% 18.20% 14.91% % % 19.46% -28.89% -33.81% % 0.19 0.40
Uti Nifty Midcap 150 Qua… 95.0
4.85% 13.19% % % % 5.33% 13.71% % % % 16.23% -21.03% -23.95% % 0.14 0.28
Uti Bse Sensex Index Fund 96.0
2.64% 10.21% % % % 2.74% 10.32% % % % 13.18% -16.07% -19.18% % 0.08 0.14
Uti Bse Sensex Next 50 E… 44.0
7.44% 21.99% 17.52% 14.88% % % % % % % 17.14% -20.13% -29.38% % 0.33 0.71
Uti Nifty Next 50 Etf 50.0
9.23% 21.89% 15.72% 14.34% % % % % % % 18.75% -25.71% -32.38% % 0.28 0.60
Uti Nifty Bank Etf 94.0
8.15% 10.81% 12.57% % % % % % % % 15.96% -16.96% -14.29% % 0.08 0.13
Uti Bse Sensex Etf 112.0
2.91% 10.51% 11.10% 11.29% 12.79% % % % % % 13.19% -16.00% -19.11% % 0.09 0.16
Uti Children's Hybrid Fu… 4.0
1.85% 8.76% 8.30% 8.01% 8.17% 2.03% 8.97% 8.52% 8.23% 8.39% 6.70% -6.93% -9.63% -1.43% 0.44 0.11 0.25
Uti Children's Equity Fu… 8.0
1.80% 12.25% 10.46% 11.31% 12.03% 2.87% 13.45% 11.65% 12.45% 13.10% 14.36% -18.91% -24.22% -3.50% 0.96 0.12 0.24
Uti Retirement Fund 5.0
4.21% 11.18% 10.67% 9.48% 9.33% 4.81% 11.88% 11.39% 10.19% 10.03% 6.59% -6.04% -7.84% 1.04% 0.44 0.26 0.61

Return Calculated On: 15 April 2026

Ratios Calculated On: 30 March 2026

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