• 1 Year Returns: 6.60
• 3 Year Returns: 6.38
• 5 Year Returns: 5.83

• Others | 100%

• NET CURRENT ASSETS | 57.94%
• 364D TBILL MAT - 04/09/2025 | 42.06%

• Cash & Equivalents | 57.94%
• Treasury Bills | 42.06%

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2. Search and select the UTI Annual Interval Fund-I
3. Complete filling your details and KYC
4. Enter the Amount and type of investment (SIP or Lumpsum)
5. And Voila! your SIP or Lumpsump investment in UTI Annual Interval Fund-I is completed

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The alpha ratio for the UTI Annual Interval Fund-I is N/A

Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the UTI Annual Interval Fund-I is 0.29

Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The sharpe ratio for the UTI Annual Interval Fund-I is 8.60

The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

The Sortino ratio for the UTI Annual Interval Fund-I is 1.10

The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.