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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
UTI Equity Savings Fund - Regular Plan - Quarterly IDCW	06/Jun/2023	14.5076	0.0128	0.0883%
UTI Equity Savings Fund - Regular Plan - Growth Option	06/Jun/2023	14.5077	0.0128	0.0883%
UTI Equity Savings Fund - Regular Plan - IDCW	06/Jun/2023	14.5077	0.0128	0.0883%
UTI Equity Savings Fund - Regular Plan - Monthly IDCW	06/Jun/2023	14.5078	0.0129	0.0890%
UTI Equity Savings Fund - Direct Plan - Quarterly IDCW	06/Jun/2023	15.1394	0.0137	0.0906%
UTI Equity Savings Fund - Direct Plan - Growth Option	06/Jun/2023	15.1395	0.0137	0.0906%
UTI Equity Savings Fund - Direct Plan - IDCW	06/Jun/2023	15.1395	0.0137	0.0906%
UTI Equity Savings Fund - Direct Plan - Monthly IDCW	06/Jun/2023	15.1403	0.0137	0.0906%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Uti Equity Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Equity Savings Fund Category Rank: 1

Positive Aspects of Fund

Negative Aspects of Fund

Uti Equity Savings Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	1.98	2.03	No	No	No	10/17	1.11 / 3.02
1M Rolling Return %	0.82	0.62	Yes	Yes	No	2/18	0.35 / 0.86
3M Return %	4.85	4.35	Yes	No	No	6/17	2.72 / 6.15
3M Rolling Return %	2.46	1.44	Yes	Yes	No	1/18	0.57 / 2.46
6M Return %	3.59	2.73	Yes	Yes	No	4/17	0.19 / 4.99
6M Rolling Return %	3.50	1.93	Yes	Yes	No	1/18	0.67 / 3.50
1Y Return %	11.50	8.75	Yes	Yes	No	1/17	6.25 / 11.50
1Y Rolling Return %	8.19	6.07	Yes	Yes	No	3/18	3.69 / 8.60
3Y Return %	13.23	11.13	Yes	Yes	No	3/17	7.95 / 14.18
Standard Deviation	6.24	6.54	Yes	No	No	6/18	4.95 / 7.90
Semi Deviation	3.89	3.88	No	No	No	9/18	2.69 / 5.01
Max Drawdown	-2.43	-3.60	Yes	Yes	No	4/18	-7.05 / -1.16
VaR 1 Y	-4.29	-4.62	Yes	No	No	8/18	-6.88 / -1.93
Average Drawdown	-1.35	-1.40	Yes	No	No	11/18	-2.92 / -0.53
Sharpe Ratio	1.11	0.77	Yes	Yes	No	1/18	0.25 / 1.11
Sterling Ratio	1.17	0.95	Yes	Yes	No	3/18	0.54 / 1.22
Sortino Ratio	0.74	0.52	Yes	Yes	No	3/18	0.13 / 0.87
Jensen Alpha	2.43	-0.72	Yes	Yes	No	1/3	-3.82 / 2.43
Treynor Ratio	0.08	0.05	Yes	Yes	No	1/3	0.03 / 0.08
Modigliani Square measure	16.02	12.06	Yes	Yes	No	1/3	8.74 / 16.02
Active Return	-0.02	-0.02	Yes	No	No	2/3	-0.05 / -0.00

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Uti Equity Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Uti Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Idfc Equity Savings Fund	4	The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has four KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Equity Savings Fund performance snapshot section.	7.00%	9.19%	-2.09%	-1.93%	0.73	0.66	0.48
Kotak Equity Savings Fund	3	The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section.	10.26%	11.95%	-1.66%	-2.88%	1.04	0.87	0.47
Pgim India Equity Savings Fund	2	The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Pgim India Equity Savings Fund performance snapshot section.	6.25%	10.63%	-1.16%	-2.64%	0.93	0.71	0.45
Uti Equity Savings Fund	1	The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section.	11.50%	13.23%	-2.43%	-4.29%	1.11	0.74	0.40

Uti Equity Savings Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	2.05	2.12	No	No	No	10/17	1.18 / 3.16
1M Rolling Return %	0.89	0.70	Yes	Yes	No	2/18	0.39 / 0.95
3M Return %	5.08	4.62	Yes	No	No	6/17	2.93 / 6.41
3M Rolling Return %	2.67	1.69	Yes	Yes	No	1/18	0.94 / 2.67
6M Return %	4.02	3.25	Yes	Yes	No	5/17	0.68 / 5.49
6M Rolling Return %	3.93	2.44	Yes	Yes	No	2/18	1.23 / 3.95
1Y Return %	12.42	9.86	Yes	Yes	No	1/17	7.12 / 12.42
1Y Rolling Return %	9.08	7.15	Yes	Yes	No	3/18	4.77 / 9.69
3Y Return %	14.16	12.29	Yes	Yes	No	3/17	9.12 / 15.34
Standard Deviation	6.24	6.54	Yes	No	No	6/18	4.95 / 7.90
Semi Deviation	3.89	3.88	No	No	No	9/18	2.69 / 5.01
Max Drawdown	-2.43	-3.60	Yes	Yes	No	4/18	-7.05 / -1.16
VaR 1 Y	-4.29	-4.62	Yes	No	No	8/18	-6.88 / -1.93
Average Drawdown	-1.35	-1.40	Yes	No	No	11/18	-2.92 / -0.53
Sharpe Ratio	1.11	0.77	Yes	Yes	No	1/18	0.25 / 1.11
Sterling Ratio	1.17	0.95	Yes	Yes	No	3/18	0.54 / 1.22
Sortino Ratio	0.74	0.52	Yes	Yes	No	3/18	0.13 / 0.87
Jensen Alpha	2.43	-0.72	Yes	Yes	No	1/3	-3.82 / 2.43
Treynor Ratio	0.08	0.05	Yes	Yes	No	1/3	0.03 / 0.08
Modigliani Square measure	16.02	12.06	Yes	Yes	No	1/3	8.74 / 16.02
Active Return	-0.02	-0.02	Yes	No	No	2/3	-0.05 / -0.00

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Uti Equity Savings Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	1.98%	2.05%
1M Rolling Return %	0.82%	0.89%
3M Return %	4.85%	5.08%
3M Rolling Return %	2.46%	2.67%
6M Return %	3.59%	4.02%
6M Rolling Return %	3.50%	3.93%
1Y Return %	11.50%	12.42%
1Y Rolling Return %	8.19%	9.08%
3Y Return %	13.23%	14.16%
Standard Deviation	6.24%	6.24%
Semi Deviation	3.89%	3.89%
Max Drawdown	-2.43%	-2.43%
VaR 1 Y	-4.29%	-4.29%
Average Drawdown	-1.35%	-1.35%
Sharpe Ratio	1.11%	1.11%
Sterling Ratio	1.17%	1.17%
Sortino Ratio	0.74%	0.74%
Jensen Alpha	2.43%	2.43%
Treynor Ratio	0.08%	0.08%
Modigliani Square measure	16.02%	16.02%
Active Return	-0.02%	-0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Uti Equity Savings Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	10.14%	10.77%	10.44%	0.00%
One Year	-17.90%	34.19%	10.05%	5.59%
Three Year	2.32%	13.63%	10.32%	0.00%
Five Year	4.78%	12.27%	10.65%	0.00%
Seven Year	6.23%	11.33%	10.31%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Sbi Equity Savings Fund	0.33	1	1.14	1	2.60	3	5.91	2	4.34	2	9.55	7	13.20	4	8.19	3
Dsp Equity Savings Fund	0.20	2	0.74	2	2.40	5	4.14	10	2.91	6	8.69	9	12.50	5	6.98	6
Kotak Equity Savings Fund	0.18	3	0.50	6	2.25	7	4.20	9	3.94	3	10.26	3	11.95	6	8.61	1
Axis Equity Saver Fund	0.17	4	0.40	8	2.40	4	4.35	8	1.74	15	7.96	12	11.54	8	7.55	5
Aditya Birla Sun Life Equity Savings Fund	0.17	5	0.56	4	2.61	2	4.88	5	2.67	10	8.66	10	11.07	10	6.68	8
Baroda Bnp Paribas Equity Savings Fund	0.15	6	0.37	10	1.88	11	4.43	7	2.73	9	9.60	6	7.95	17
Idbi Equity Savings Fund	0.13	7	0.32	12	2.27	6	3.31	15	0.19	17	6.88	16	9.86	13	6.44	9
Pgim India Equity Savings Fund	0.13	8	0.13	17	1.11	17	2.72	17	2.83	7	6.25	17	10.63	11	6.87	7
Invesco India Equity Savings Fund	0.12	9	0.72	3	3.02	1	4.97	4	3.38	5	7.72	13	7.97	16
Mirae Asset Equity Savings Fund	0.11	10	0.38	9	2.00	9	5.09	3	2.47	12	9.98	4	14.18	1
Hdfc Equity Savings Fund	0.11	11	0.42	7	1.51	15	4.13	11	2.15	13	9.61	5	13.90	2	8.41	2
Edelweiss Equity Savings Fund	0.10	12	0.21	16	1.78	12	4.08	12	2.51	11	9.35	8	10.33	12	8.07	4
Nippon India Equity Savings Fund	0.09	13	0.28	13	1.17	16	6.15	1	4.99	1	10.47	2	11.18	9	1.33	11
Uti Equity Savings Fund	0.09	14	0.33	11	1.98	10	4.85	6	3.59	4	11.50	1	13.23	3
Franklin India Equity Savings Fund	0.07	15	0.55	5	2.22	8	3.75	14	1.13	16	8.01	11	11.58	7
Union Equity Savings Fund	0.07	16	0.22	15	1.68	13	3.81	13	2.13	14	7.34	14	8.99	15
Idfc Equity Savings Fund	0.05	17	0.23	14	1.57	14	3.23	16	2.75	8	7.00	15	9.19	14	6.34	10
Tata Equity Savings Fund

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Sbi Equity Savings Fund	0.34	1	1.15	1	2.65	3	6.06	2	4.60	2	10.11	8	13.87	4	9.01	4
Dsp Equity Savings Fund	0.21	2	0.75	3	2.46	5	4.38	12	3.39	6	9.63	10	13.86	5	8.42	6
Kotak Equity Savings Fund	0.18	3	0.52	6	2.34	8	4.48	9	4.48	3	11.41	3	13.07	6	9.60	1
Axis Equity Saver Fund	0.16	4	0.42	8	2.50	4	4.72	7	2.39	14	9.35	13	13.05	7	8.93	5
Aditya Birla Sun Life Equity Savings Fund	0.15	5	0.56	5	2.75	2	5.16	5	3.24	10	9.77	9	12.22	9	7.75	8
Baroda Bnp Paribas Equity Savings Fund	0.15	6	0.38	10	1.97	11	4.71	8	3.26	8	10.80	6	9.12	17
Idbi Equity Savings Fund	0.14	7	0.34	12	2.36	6	3.57	15	0.68	17	7.93	16	10.93	13	7.69	9
Pgim India Equity Savings Fund	0.13	8	0.15	17	1.18	17	2.93	17	3.24	9	7.12	17	11.80	11	7.99	7
Invesco India Equity Savings Fund	0.13	9	0.75	2	3.16	1	5.40	3	4.19	4	9.50	11	9.79	15
Mirae Asset Equity Savings Fund	0.12	10	0.39	9	2.09	9	5.36	4	2.97	12	11.08	4	15.34	1
Hdfc Equity Savings Fund	0.11	11	0.44	7	1.59	15	4.38	11	2.64	13	10.64	7	14.87	2	9.40	2
Edelweiss Equity Savings Fund	0.11	12	0.24	15	1.90	12	4.46	10	3.22	11	10.86	5	11.72	12	9.35	3
Nippon India Equity Savings Fund	0.10	13	0.29	13	1.25	16	6.41	1	5.49	1	11.46	2	12.12	10	2.19	11
Uti Equity Savings Fund	0.09	14	0.35	11	2.05	10	5.08	6	4.02	5	12.42	1	14.16	3
Franklin India Equity Savings Fund	0.08	15	0.57	4	2.35	7	4.15	13	1.84	16	9.44	12	13.03	8
Union Equity Savings Fund	0.07	16	0.21	16	1.71	13	3.85	14	2.36	15	7.93	15	9.58	16
Idfc Equity Savings Fund	0.06	17	0.26	14	1.67	14	3.50	16	3.27	7	8.12	14	10.33	14	7.49	10
Tata Equity Savings Fund

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	0.63	10	1.11	13	1.07	16	3.69	18	8.84	6
Axis Equity Saver Fund	0.65	8	1.07	15	1.09	15	5.58	12	9.29	5
Franklin India Equity Savings Fund	0.68	6	1.51	7	1.36	13	6.38	7
Mirae Asset Equity Savings Fund	0.79	3	1.72	5	2.23	8	7.24	4
Dsp Equity Savings Fund	0.66	7	1.32	11	2.26	6	6.82	5	8.75	7
Edelweiss Equity Savings Fund	0.72	5	1.54	6	2.28	5	6.28	8	9.77	3
Hdfc Equity Savings Fund	0.78	4	2.17	2	2.53	4	8.38	2	10.21	1
Idbi Equity Savings Fund	0.41	17	0.95	16	0.74	17	4.87	14	8.30	8
Idfc Equity Savings Fund	0.43	16	1.10	14	1.85	10	5.42	13	7.74	11
Invesco India Equity Savings Fund	0.58	12	0.57	18	0.67	18	3.75	17
Kotak Equity Savings Fund	0.86	1	2.10	3	3.42	2	8.60	1	9.51	4
Nippon India Equity Savings Fund	0.59	11	2.07	4	2.59	3	6.68	6	-0.49	12
Pgim India Equity Savings Fund	0.52	13	1.35	10	2.23	7	6.20	9	8.00	10
Sbi Equity Saving Fund	0.35	18	0.80	17	1.36	14	6.16	10	10.20	2
Tata Equity Savings Fund	0.44	15	1.42	8	1.82	11	5.99	11	8.20	9
Union Equity Savings Fund	0.52	14	1.39	9	1.53	12	4.26	16
Uti Equity Savings Fund	0.82	2	2.46	1	3.50	1	8.19	3
Baroda Bnp Paribas Equity Savings Fund	0.65	9	1.24	12	2.13	9	4.86	15

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	0.74	7	1.31	15	1.58	16	4.77	18	9.91	7
Axis Equity Saver Fund	0.70	11	1.36	13	1.77	14	6.97	11	10.75	4
Franklin India Equity Savings Fund	0.78	6	1.84	7	2.03	12	7.72	7
Mirae Asset Equity Savings Fund	0.88	3	1.97	5	2.74	6	8.35	4
Dsp Equity Savings Fund	0.73	9	1.50	12	2.72	7	7.76	5	10.29	6
Edelweiss Equity Savings Fund	0.83	5	1.88	6	2.98	5	7.74	6	11.03	2
Hdfc Equity Savings Fund	0.86	4	2.41	2	3.02	4	9.28	2	11.11	1
Idbi Equity Savings Fund	0.49	17	1.18	16	1.23	18	5.88	15	9.48	8
Idfc Equity Savings Fund	0.52	16	1.36	14	2.38	10	6.52	13	8.87	11
Invesco India Equity Savings Fund	0.71	10	0.98	17	1.48	17	5.48	16
Kotak Equity Savings Fund	0.95	1	2.37	3	3.95	1	9.69	1	10.56	5
Nippon India Equity Savings Fund	0.67	12	2.30	4	3.03	3	7.59	8	0.33	12
Pgim India Equity Savings Fund	0.59	13	1.56	9	2.64	9	7.11	10	9.23	10
Sbi Equity Saving Fund	0.39	18	0.94	18	1.63	15	6.72	12	10.93	3
Tata Equity Savings Fund	0.53	15	1.65	8	2.28	11	7.18	9	9.40	9
Union Equity Savings Fund	0.58	14	1.54	10	1.82	13	4.91	17
Uti Equity Savings Fund	0.89	2	2.67	1	3.93	2	9.08	3
Baroda Bnp Paribas Equity Savings Fund	0.74	8	1.51	11	2.67	8	6.01	14

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	-6.77	17	-7.05	18	-2.92	18	7.14	13	4.42	13
Axis Equity Saver Fund	-6.88	18	-6.41	17	-2.68	17	7.90	18	5.01	18
Franklin India Equity Savings Fund	-6.17	16	-4.01	14	-1.32	9	6.92	12	4.44	14
Mirae Asset Equity Savings Fund	-5.23	12	-3.89	11	-1.53	14	7.59	17	4.55	17
Dsp Equity Savings Fund	-4.64	10	-2.67	7	-1.10	6	6.59	10	3.99	10
Edelweiss Equity Savings Fund	-4.00	6	-2.94	8	-1.17	7	5.58	4	3.44	5
Hdfc Equity Savings Fund	-5.25	13	-2.96	9	-1.32	10	7.42	14	4.54	16
Idbi Equity Savings Fund	-5.74	14	-4.00	13	-1.63	15	7.52	16	4.45	15
Idfc Equity Savings Fund	-1.93	1	-2.09	3	-0.74	2	6.25	7	2.90	2
Invesco India Equity Savings Fund	-6.10	15	-6.23	16	-2.08	16	5.93	5	3.78	8
Kotak Equity Savings Fund	-2.88	3	-1.66	2	-0.77	3	6.30	8	3.31	4
Nippon India Equity Savings Fund	-4.91	11	-2.67	6	-1.03	4	6.84	11	4.19	11
Pgim India Equity Savings Fund	-2.64	2	-1.16	1	-0.53	1	4.95	1	2.69	1
Sbi Equity Savings Fund	-4.34	9	-4.29	15	-1.46	13	7.48	15	4.24	12
Tata Equity Savings Fund	-3.46	4	-2.63	5	-1.03	5	5.54	3	3.47	6
Union Equity Savings Fund	-3.97	5	-3.91	12	-1.37	12	6.32	9	3.54	7
Uti Equity Savings Fund	-4.29	8	-2.43	4	-1.35	11	6.24	6	3.89	9
Baroda Bnp Paribas Equity Savings Fund	-4.02	7	-3.73	10	-1.20	8	5.24	2	3.06	3

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	0.60	14	0.36	15	0.69	16	0.39	-0.76	2	0.84	2	0.84	3	0.05	2	11.41	2	-0.05	3
Axis Equity Saver Fund	0.62	13	0.36	14	0.76	15	0.38
Franklin India Equity Savings Fund	0.87	8	0.51	9	0.97	10	0.41
Mirae Asset Equity Savings Fund	1.09	2	0.77	2	1.15	5	0.42
Dsp Equity Savings Fund	1.06	4	0.71	6	1.16	4	0.45
Edelweiss Equity Savings Fund	0.71	11	0.43	11	0.88	12	0.42
Hdfc Equity Savings Fund	1.07	3	0.72	4	1.21	2	0.39
Idbi Equity Savings Fund	0.54	16	0.33	16	0.82	13	0.41
Idfc Equity Savings Fund	0.73	10	0.66	8	1.00	9	0.48
Invesco India Equity Savings Fund	0.25	18	0.13	18	0.54	18	0.45
Kotak Equity Savings Fund	1.04	5	0.87	1	1.22	1	0.47
Nippon India Equity Savings Fund	0.80	9	0.50	10	1.03	7	0.43
Pgim India Equity Savings Fund	0.93	7	0.71	5	1.09	6	0.45
Sbi Equity Savings Fund	0.94	6	0.68	7	1.03	8	0.45
Tata Equity Savings Fund	0.69	12	0.41	12	0.89	11	0.40
Union Equity Savings Fund	0.55	15	0.36	13	0.79	14	0.45	-3.82	3	1.28	1	0.93	1	0.03	3	8.74	3	-0.00	1
Uti Equity Savings Fund	1.11	1	0.74	3	1.17	3	0.40	2.43	1	0.81	3	0.91	2	0.08	1	16.02	1	-0.02	2
Baroda Bnp Paribas Equity Savings Fund	0.30	17	0.18	17	0.65	17	0.43

Uti Equity Savings Fund Additional Return Analysis

Uti Equity Savings Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1000.88	1003.33	1019.77	1048.52	1035.86	1114.97	1451.58
Direct Plan _{Value of 1000 Rupee}	1000.91	1003.49	1020.51	1050.81	1040.17	1124.23	1487.96

Fund Information

Fund Launch Date: 10/Aug/2018
Fund Category: Equity Savings Fund
Investment Objective: The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Description: An open ended scheme investing in equity, arbitrage and debt
Fund Benchmark: Crisil Equity Savings Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Table of Contents

Uti Equity Savings Fund

Fund Nav

Fund Performance Analysis

Uti Equity Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Equity Savings Fund Category Rank: 1

Positive Aspects of Fund

Negative Aspects of Fund

Uti Equity Savings Fund Performance Snapshot (Regular Plan)

Uti Equity Savings Fund Performance vs Category Average

Top Performing Peers of Uti Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category

Uti Equity Savings Fund Performance Snapshot (Direct Plan)

Uti Equity Savings Fund Regular vs Direct Plan Performance

Uti Equity Savings Fund Expected Return

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Uti Equity Savings Fund Additional Return Analysis

Uti Equity Savings Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Money Market Mutual Funds

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors