Ranked On: 30 June 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 3.0
5.51% 7.07% 7.38% 6.94% 6.43% 5.78% 7.34% 7.65% 7.15% 6.60% 0.98% 0.00% 0.00% 0.17% 0.55 0.81 1.26
Uti Corporate Bond Fund 9.0
5.06% 7.12% 6.09% 6.73% % 5.39% 7.44% 6.42% 7.05% % 1.49% -0.47% -0.18% 0.11% 0.78 0.49 0.92
Uti Credit Risk Fund 13.0
5.82% 7.09% 9.45% 1.47% 2.70% 6.59% 7.83% 10.23% 2.23% 3.58% 1.02% -0.11% 0.00% 0.48% 0.38 0.76 1.27
Uti Dynamic Bond Fund 11.0
3.86% 6.54% 8.82% 7.27% 6.29% 4.70% 7.45% 9.66% 8.03% 7.06% 2.24% -1.32% -1.95% -0.41% 0.89 0.16 0.37
Uti Floater Fund 12.0
5.56% 6.70% 5.84% 5.90% % 6.04% 7.18% 6.34% 6.54% % 0.76% 0.00% 0.00% -0.05% 0.48 0.63 1.16
Uti Gilt Fund 4.0
4.18% 6.70% 5.78% 5.83% 7.05% 4.54% 7.01% 6.08% 6.13% 7.35% 3.13% -2.91% -3.67% % 0.13 0.30
Uti Gilt Fund With 10 Ye…
3.79% 6.90% % % % 4.28% 7.41% % % % 2.94% -1.94% -2.29% % 0.16 0.37
Uti Liquid Fund 34.0
-89.37% -50.39% -33.00% -23.99% -15.75% -89.36% -50.34% -32.94% -23.92% -15.69% 52.24% -89.93% 0.00% -38.83% -0.31 -0.16 -1.03
Uti Long Duration Fund
0.87% 5.06% % % % 1.77% 6.02% % % % 4.94% -5.63% -9.29% -0.96% 1.17 -0.02 -0.08
Uti Low Duration Fund 2.0
6.05% 7.18% 7.39% 7.11% 5.97% 6.16% 7.27% 7.50% 7.22% 6.09% 0.62% 0.00% 0.00% 0.75% 0.30 1.49 2.17
Uti Medium Duration Fund 19.0
4.35% 6.44% 6.15% 4.94% 5.52% 5.04% 7.14% 6.84% 5.63% 6.21% 1.61% -0.79% -0.59% -0.40% 0.74 0.18 0.42
Uti Medium To Long Durat… 11.0
3.37% 6.13% 8.35% 6.01% 5.14% 3.76% 6.54% 8.74% 6.50% 5.72% 2.49% -1.51% -2.99% -0.30% 0.87 0.07 0.16
Uti Money Market Fund 1.0
6.20% 7.29% 6.54% 6.27% 6.63% 6.30% 7.38% 6.63% 6.36% 6.74% 0.55% 0.00% 0.00% 0.98% 0.21 1.96 2.65
Uti Overnight Fund 4.0
5.26% 6.10% 5.60% 5.04% 5.39% 5.32% 6.16% 5.66% 5.10% 5.47% 0.20% 0.00% 0.00% % 0.91 1.63
Uti Short Duration Fund 9.0
5.06% 7.01% 7.06% 7.35% 5.99% 5.53% 7.52% 7.64% 7.91% 6.53% 1.26% -0.33% 0.00% -0.04% 0.75 0.52 0.96
Uti Ultra Short Duration… 12.0
5.83% 6.70% 6.49% 6.08% 6.01% 6.49% 7.33% 7.10% 6.68% 6.61% 0.41% 0.00% 0.00% 0.51% 0.15 1.42 2.14
Uti Dividend Yield Fund
0.91% 14.23% 12.33% 16.08% 13.58% 1.45% 14.89% 12.99% 16.76% 14.26% 14.81% -17.73% -21.77% 3.18% 0.94 0.30 0.62
Uti Elss Tax Saver Fund 30.0
-0.90% 9.17% 8.49% 13.62% 11.19% 0.04% 10.26% 9.58% 14.74% 12.26% 14.89% -18.07% -24.17% -2.72% 0.94 0.12 0.22
Uti Flexi Cap Fund 32.0
-0.75% 8.35% 6.01% 13.19% 11.37% -0.12% 9.08% 6.79% 14.00% 12.09% 14.29% -19.87% -21.49% -4.15% 0.86 0.06 0.09
Uti Focused Fund 24.0
-0.21% 9.59% % % % 1.10% 11.07% % % % 14.73% -18.73% -26.68% -2.76% 0.92 0.13 0.24
Uti Large & Mid Cap Fund 6.0
4.07% 15.89% 14.69% 17.68% 13.65% 5.02% 16.91% 15.59% 18.51% 14.40% 15.20% -17.21% -20.37% 2.10% 0.94 0.33 0.70
Uti Large Cap Fund 28.0
-2.54% 7.55% 8.27% 12.11% 10.80% -1.75% 8.46% 9.21% 13.09% 11.74% 13.50% -15.70% -21.82% -1.78% 0.91 0.08 0.14
Uti Mid Cap Fund 24.0
3.66% 12.76% 12.48% 19.07% 13.54% 4.52% 13.75% 13.52% 20.16% 14.58% 17.43% -22.63% -28.45% -4.92% 0.93 0.21 0.42
Uti Transportation And L…
10.89% 17.97% 19.57% 20.04% 12.03% 12.08% 19.28% 20.96% 21.40% 13.32% 17.59% -23.32% -33.24% % 0.27 0.62
Uti Banking And Financia… 8.0
3.79% 11.92% 11.97% 10.78% 10.19% 4.86% 13.09% 13.20% 11.94% 11.37% 15.71% -15.10% -10.87% 3.05% 0.93 0.20 0.41
Uti India Consumer Fund 5.0
2.93% 10.84% 10.12% 13.58% 10.75% 3.81% 11.84% 11.02% 14.40% 11.49% 16.40% -22.76% -31.17% -1.90% 0.97 0.12 0.23
Uti Infrastructure Fund 15.0
2.74% 14.69% 14.64% 15.79% 12.66% 3.03% 15.05% 15.03% 16.18% 13.07% 17.38% -20.80% -25.77% -0.52% 0.92 0.29 0.57
Uti Mnc Fund
3.19% 9.41% 8.93% 12.02% 9.74% 3.98% 10.32% 9.87% 12.99% 10.70% 14.56% -21.28% -24.81% -2.82% 0.77 0.13 0.25
Uti Healthcare Fund
11.82% 23.35% 14.78% 22.79% 13.58% 12.90% 24.56% 15.97% 24.03% 14.72% 16.48% -15.36% -19.01% 3.84% 0.91 0.61 1.16
Uti Small Cap Fund 16.0
4.83% 14.88% 14.73% % % 6.08% 16.33% 16.41% % % 19.69% -20.10% -29.49% -1.70% 0.86 0.26 0.48
Uti Value Fund 12.0
-0.75% 13.22% 12.19% 16.04% 12.97% -0.13% 13.99% 12.97% 16.84% 13.76% 14.84% -16.18% -20.31% 2.09% 0.93 0.25 0.51
Uti Aggressive Hybrid Fu… 10.0
1.10% 11.31% 11.84% 13.93% 11.38% 1.74% 12.02% 12.55% 14.69% 12.13% 10.89% -11.42% -14.54% 3.72% 1.16 0.25 0.55
Uti Arbitrage Fund 2.0
5.90% 6.94% 6.02% 5.59% 5.79% 6.45% 7.49% 6.60% 6.16% 6.35% 0.53% 0.00% 0.00% % 1.13 2.07
Uti Conservative Hybrid … 11.0
2.05% 7.81% 7.96% 8.34% 7.57% 2.62% 8.47% 8.60% 9.00% 8.25% 4.81% -4.35% -4.94% 0.95% 1.32 0.19 0.45
Uti Unit Linked Insuranc… 23.0
1.88% 7.61% 6.73% 8.60% 7.28% 2.50% 8.33% 7.49% 9.37% 7.99% 6.64% -8.13% -8.04% -0.32% 0.83 0.09 0.19
Uti Equity Savings Fund 10.0
3.63% 7.81% 8.55% 9.27% % 4.66% 8.83% 9.52% 10.22% % 4.98% -4.36% -5.83% 0.60% 0.95 0.21 0.48
Uti Multi Asset Allocati… 10.0
6.83% 15.26% 13.34% 13.12% 10.28% 8.03% 16.47% 14.45% 14.16% 11.31% 10.60% -9.75% -13.99% % 0.38 0.85
Uti Nifty 500 Value 50 I… 5.0
14.96% 24.81% % % % 15.48% 25.39% % % % 20.71% -22.84% -27.45% % 0.53 0.98
Uti Nifty Next 50 Index … 32.0
8.97% 17.57% 13.21% 15.71% % 9.46% 18.10% 13.73% 16.25% % 20.10% -25.90% -32.56% % 0.28 0.56
Uti Nifty 50 Equal Weigh… 52.0
6.50% 12.80% % % % 6.98% 13.30% % % % 14.49% -17.46% -23.57% % 0.22 0.46
Uti Nifty200 Momentum 30… 67.0
-0.20% 11.60% 10.81% % % 0.26% 12.13% 11.36% % % 19.93% -28.89% -33.81% % 0.18 0.35
Uti Nifty Midcap 150 Qua… 75.0
-0.54% 10.56% % % % -0.09% 11.06% % % % 17.20% -21.03% -23.95% % 0.16 0.30
Uti Bse Low Volatility I… 78.0
-1.56% 8.65% % % % -1.11% 9.15% % % % 13.99% -17.18% -23.07% % 0.14 0.27
Uti Nifty 50 Index Fund 82.0
-1.97% 7.79% 9.71% 12.43% 11.74% -1.85% 7.92% 9.84% 12.54% 11.84% 13.67% -14.77% -20.38% % 0.09 0.17
Uti Bse Housing Index Fu… 89.0
-2.72% 10.73% % % % -2.30% 11.22% % % % 19.34% -26.44% -30.55% % 0.12 0.21
Uti Bse Sensex Index Fund 102.0
-4.27% 5.96% % % % -4.17% 6.07% % % % 13.57% -16.07% -19.18% % 0.04 0.04
Uti Silver Etf 16.0
94.02% 41.45% % % % % % % % % 42.44% -31.60% -50.15% % 0.61 0.89
Uti Nifty Next 50 Etf 33.0
9.75% 18.42% 14.03% 16.56% % % % % % % 20.11% -25.71% -32.38% % 0.30 0.60
Uti Bse Sensex Next 50 E… 42.0
6.57% 18.12% 15.86% 17.50% % % % % % % 17.84% -20.13% -29.38% % 0.32 0.65
Uti Nifty Bank Etf 70.0
2.29% 8.42% 11.13% % % % % % % % 16.71% -16.96% -14.29% % 0.11 0.19
Uti Bse Sensex Etf 117.0
-4.01% 6.26% 9.13% 11.54% 11.61% % % % % % 13.57% -16.00% -19.11% % 0.05 0.06
Uti Children's Hybrid Fu… 7.0
0.50% 7.20% 7.30% 8.86% 7.65% 0.66% 7.40% 7.52% 9.08% 7.86% 6.82% -6.92% -9.63% -1.42% 0.40 0.10 0.21
Uti Children's Equity Fu… 9.0
-3.36% 8.19% 7.67% 12.88% 11.15% -2.38% 9.35% 8.83% 14.04% 12.23% 14.65% -18.92% -24.22% -3.78% 0.93 0.09 0.16
Uti Retirement Fund 6.0
1.99% 9.02% 9.35% 10.56% 8.76% 2.55% 9.69% 10.05% 11.28% 9.45% 6.69% -6.03% -7.84% 0.82% 0.40 0.23 0.53

Return Calculated On: 27 July 2026

Ratios Calculated On: 30 June 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