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UTI Regular Savings Fund - Regular Plan
(Erstwhile UTI MIS-Advantage Plan)

4 Value Research
-0.23%
Change from previous, NAV as on Aug 22, 2019
Category: Hybrid: Conservative Hybrid
Assets: R 2,412 crore (As on Jul 31, 2019)
Expense: 1.79% (As on Jul 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 7.83   (May 11, 2009 - Jun 10, 2009) -6.77   (May 12, 2006 - Jun 13, 2006)
Quarter 15.56   (Mar 09, 2009 - Jun 10, 2009) -6.82   (May 20, 2013 - Aug 19, 2013)
Year 28.97   (Nov 25, 2008 - Nov 25, 2009) -11.28   (Nov 19, 2007 - Nov 18, 2008)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 5.60 4.31 -0.09 -0.10 0.77 -1.80
VR MIP TRI 7.83 4.18 0.44 0.71 - -
Category 5.84 4.45 -0.01 0.04 0.78 -1.59
Rank within Category 21 20 22 20 20 23
Number of funds in category 36 36 36 36 36 36
As on Jul 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -0.40 -0.23 -0.09 -0.56 -2.53 -0.12 -1.63 5.21 7.59 9.09 8.52
VR MIP TRI 4.14 -0.50 -0.75 -1.75 -0.35 3.95 4.76 7.47 7.82 8.91 8.11
Category 1.74 -0.29 -0.38 -1.03 -0.73 2.15 1.66 5.44 7.32 8.57 8.23
Rank within Category 29 17 16 20 33 30 27 23 14 6 8
Number of funds in category 36 38 38 38 38 36 36 36 31 30 22
As on Aug 22, 2019