UTI Short-term Income Inst-G    Plan:
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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.14    Mean 11.08
 Fund Risk Grade Average    Alpha 4.15    Standard Deviation 0.90
 Fund Return Grade High    Beta 0.07    Sharpe Ratio 4.97

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   1.89  (21/10/2009  -  20/11/2009) -0.01  (20/11/2009  -  21/12/2009)
Quarter   3.79  (14/02/2013  -  16/05/2013) 0.72  (10/07/2009  -  09/10/2009)
Year   13.13  (16/05/2012  -  16/05/2013) 5.29  (26/11/2009  -  26/11/2010)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 17 May 2013  Fund Return  Category Return   NSE Treasury Bill   NSE G-Sec Composite
Year-to-Date 5.48 4.49 3.19 6.92
1-Week 0.55 0.49 0.08 0.61
1-Month 1.79 1.56 0.68 3.09
3-Month 3.83 3.49 2.08 4.85
1-Year 13.13 10.90 8.57 14.11
2-Year 11.95 10.11 8.25 9.71
3-Year 10.46 8.69 7.34 5.92
5-Year -- 8.39 6.92 6.41
Return less than 1-year are absolute and over 1 year are annualised
 Rolling Returns
As of 17 May 2013  Fund Return  Category Return   NSE Treasury Bill   NSE G-Sec Composite
7-Day 0.28 0.25 0.16 0.25
14-Day 0.52 0.47 0.31 0.46
21-Day 0.73 0.66 0.47 0.70
28-Day 0.95 0.85 0.63 0.94
90-Day 2.80 2.25 2.04 2.58
180-Day 5.55 4.74 3.14 1.84
365-Day 11.24 9.57 6.54 4.98
Rolling Returns - Average of the returns computed daily for the specified period. Defn. Note..
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   11.25 10.70 5.90 0.09 --
Rank In Category   1/48 1/25 2/24 118/120 --
Category Average   9.78 8.96 4.61 6.22 10.30
NSE Treasury Bill    8.52  7.33  4.47  6.08  7.73
NSE G-Sec Composite     8.76  2.89  2.55  -6.40  20.78
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 2.76 -- -- --
2012 2.32 2.86 3.08 2.54
2011 1.67 3.26 2.75 2.62
2010 1.25 1.44 1.54 1.55
2009 -- -- 1.58 2.35
2008 1.32 -- -- --
2007 -- -- -- 2.63
 
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