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
5.88% 7.19% 7.41% 6.97% 6.40% 6.15% 7.46% 7.68% 7.18% 6.57% 0.98% 0.00% 0.00% 0.17% 0.55 0.81 1.26
Uti Corporate Bond Fund 9.0
5.45% 7.17% 6.05% 6.75% % 5.78% 7.50% 6.38% 7.07% % 1.49% -0.47% -0.18% 0.11% 0.78 0.49 0.92
Uti Credit Risk Fund 13.0
6.40% 7.18% 9.47% 1.56% 2.67% 7.17% 7.92% 10.26% 2.32% 3.54% 1.02% -0.11% 0.00% 0.48% 0.38 0.76 1.27
Uti Dynamic Bond Fund 11.0
5.29% 6.74% 8.85% 7.34% 6.17% 6.14% 7.65% 9.69% 8.12% 6.94% 2.24% -1.32% -1.95% -0.41% 0.89 0.16 0.37
Uti Floater Fund 12.0
5.98% 6.73% 5.84% 5.88% % 6.45% 7.20% 6.34% 6.52% % 0.76% 0.00% 0.00% -0.05% 0.48 0.63 1.16
Uti Gilt Fund 4.0
6.27% 6.83% 5.74% 5.94% 6.86% 6.65% 7.14% 6.04% 6.25% 7.16% 3.13% -2.91% -3.67% % 0.13 0.30
Uti Gilt Fund With 10 Ye…
4.80% 6.98% % % % 5.29% 7.49% % % % 2.94% -1.94% -2.29% % 0.16 0.37
Uti Long Duration Fund
3.47% 5.32% % % % 4.40% 6.28% % % % 4.94% -5.63% -9.29% -0.96% 1.17 -0.02 -0.08
Uti Low Duration Fund 2.0
6.24% 7.20% 7.40% 7.09% 5.95% 6.35% 7.30% 7.51% 7.20% 6.07% 0.62% 0.00% 0.00% 0.75% 0.30 1.49 2.17
Uti Medium Duration Fund 19.0
5.17% 6.51% 6.12% 4.88% 5.46% 5.86% 7.21% 6.80% 5.58% 6.15% 1.61% -0.79% -0.59% -0.40% 0.74 0.18 0.42
Uti Ultra Short Duration… 12.0
5.95% 6.70% 6.53% 6.13% 5.99% 6.62% 7.33% 7.15% 6.73% 6.60% 0.41% 0.00% 0.00% 0.51% 0.15 1.42 2.14
Uti Dividend Yield Fund
0.35% 14.13% 11.42% 16.31% 13.39% 0.89% 14.80% 12.08% 16.99% 14.07% 14.81% -17.73% -21.77% 3.18% 0.94 0.30 0.62
Uti Focused Fund 24.0
1.17% 10.86% % % % 2.49% 12.34% % % % 14.73% -18.73% -26.68% -2.76% 0.92 0.13 0.24
Uti Transportation And L…
9.16% 20.06% 20.76% 20.98% 12.19% 10.33% 21.38% 22.15% 22.35% 13.48% 17.59% -23.32% -33.24% % 0.27 0.62
Uti India Consumer Fund 5.0
1.15% 12.04% 10.23% 13.96% 10.98% 2.01% 13.05% 11.13% 14.78% 11.73% 16.40% -22.76% -31.17% -1.90% 0.97 0.12 0.23
Uti Small Cap Fund 16.0
6.80% 15.15% 15.33% % % 8.07% 16.60% 17.01% % % 19.69% -20.10% -29.49% -1.70% 0.86 0.26 0.48
Uti Value Fund 12.0
-1.27% 13.37% 11.54% 16.39% 12.86% -0.65% 14.14% 12.32% 17.19% 13.66% 14.84% -16.18% -20.31% 2.09% 0.93 0.25 0.51
Uti Arbitrage Fund 2.0
6.09% 6.91% 6.08% 5.61% 5.79% 6.65% 7.46% 6.66% 6.18% 6.35% 0.53% 0.00% 0.00% % 1.13 2.07
Uti Conservative Hybrid … 11.0
2.66% 7.89% 7.70% 8.40% 7.46% 3.24% 8.54% 8.34% 9.06% 8.14% 4.81% -4.35% -4.94% 0.95% 1.32 0.19 0.45
Uti Equity Savings Fund 10.0
4.11% 8.05% 8.33% 9.43% % 5.15% 9.07% 9.30% 10.38% % 4.98% -4.36% -5.83% 0.60% 0.95 0.21 0.48
Uti Multi Asset Allocati… 10.0
6.90% 15.87% 13.09% 13.22% 10.37% 8.10% 17.09% 14.20% 14.26% 11.40% 10.60% -9.75% -13.99% % 0.38 0.85
Uti Nifty 500 Value 50 I… 5.0
13.57% 24.43% % % % 14.09% 25.01% % % % 20.71% -22.84% -27.45% % 0.53 0.98
Uti Nifty Next 50 Index … 32.0
9.03% 18.90% 13.15% 16.14% % 9.52% 19.43% 13.66% 16.67% % 20.10% -25.90% -32.56% % 0.28 0.56
Uti Nifty 50 Equal Weigh… 52.0
4.08% 12.96% % % % 4.55% 13.46% % % % 14.49% -17.46% -23.57% % 0.22 0.46
Uti Nifty200 Momentum 30… 67.0
-0.12% 12.06% 10.19% % % 0.34% 12.59% 10.73% % % 19.93% -28.89% -33.81% % 0.18 0.35
Uti Nifty Midcap 150 Qua… 75.0
1.45% 10.49% % % % 1.91% 10.99% % % % 17.20% -21.03% -23.95% % 0.16 0.30
Uti Bse Low Volatility I… 78.0
-3.90% 8.19% % % % -3.46% 8.69% % % % 13.99% -17.18% -23.07% % 0.14 0.27
Uti Bse Housing Index Fu… 89.0
-5.64% 10.00% % % % -5.24% 10.47% % % % 19.34% -26.44% -30.55% % 0.12 0.21
Uti Bse Sensex Index Fund 102.0
-5.09% 6.52% % % % -5.00% 6.62% % % % 13.57% -16.07% -19.18% % 0.04 0.04
Uti Silver Etf 16.0
96.69% 45.41% % % % % % % % % 42.44% -31.60% -50.15% % 0.61 0.89
Uti Nifty Next 50 Etf 33.0
9.80% 19.75% 13.96% 16.99% % % % % % % 20.11% -25.71% -32.38% % 0.30 0.60
Uti Bse Sensex Next 50 E… 42.0
6.88% 18.66% 15.98% 18.10% % % % % % % 17.84% -20.13% -29.38% % 0.32 0.65
Uti Nifty Bank Etf 70.0
2.92% 9.85% 10.72% % % % % % % % 16.71% -16.96% -14.29% % 0.11 0.19

Return Calculated On: 19 August 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