UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Growth Option

UTI Mutual FundHybridHybrid Scheme - Conservative Hybrid FundDirect

₹4.08NAV as of 2022-01-27

AUM: —
Expense: —
1Y: —
3Y CAGR: —
5Y CAGR: +33.42%
Risk

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§00 · MARKETS · MUTUAL FUND · 148106 · 60-SECOND FEASTdata-driven · auto

What the data says, at a glance.

No active signals — the data is quiet right now.

What the data says · auto-generated, no opinion

UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Growth Option is a hybrid scheme managed by UTI Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years.

Deterministic — generated from current data, zero editorial bias.Refreshed 2022-01-27

Compare against

3-yr CAGR

Not enough data in cohort to compare.

Sharpe ratio

Not enough data in cohort to compare.

Max drawdown

Not enough data in cohort to compare.

Expense ratio (TER)

Not enough data in cohort to compare.

Methodology·Source: derived narrative — multiple wp_mb_mf_* tables·As of Refreshed 2022-01-27

§01 · MARKETS · MUTUAL FUND · 148106 · NAVdaily NAV · AMFI

The NAV line, as the fund has lived it.

NAV chart loading

§02 · MARKETS · MUTUAL FUND · 148106 · RETURNSAs of 2022-01-27

How the fund has performed.

Trailing returns

1 month: —
3 month: —
6 month: —

§05 · MARKETS · MUTUAL FUND · 148106 · ROLLING RETURNSDistribution, not endpoint

How consistent the returns have been.

Median is the centre of the distribution of rolling-N-year CAGRs ending in the disclosed period — a more honest measure than a single trailing endpoint.
Window	Min	P25	Median

§5.5 · MARKETS · MUTUAL FUND · 148106 · ROLLING + QUARTILEdistribution, not a point

The return investors actually got.

Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.

Quartile rank · year by year

Q1 (top)Q2Q3Q4 (bottom)

§6.5 · MARKETS · MUTUAL FUND · 148106 · RISK SUITEdepth + asymmetry

Where the fund's risk really sits.

Historical drawdowns

§8.5 · MARKETS · MUTUAL FUND · 148106 · SIP + MANAGERSbacktests · tenure alpha

What investors actually got, and who delivered it.

Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.

SIP outcome by regime

Historical stress events

What an investor SIPping into this fund actually got during named market shocks.

RegimeMonthsXIRRAbsMax DDStress

Adjacent surfaces

Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.