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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
UTI Regular Savings Fund - Regular Plan - Monthly IDCW	31/May/2023	15.8412	0.0017	0.0107%
UTI Regular Savings Fund - Direct Plan - Monthly IDCW	31/May/2023	17.3778	0.0021	0.0121%
UTI Regular Savings Fund - Regular Plan - Flexi IDCW	31/May/2023	38.3689	0.0040	0.0104%
UTI Regular Savings Fund - Direct Plan - Flexi IDCW	31/May/2023	41.7359	0.0052	0.0125%
UTI - Regular Savings Fund - Regular Plan - Growth Option	31/May/2023	55.318	0.0058	0.0105%
UTI - Regular Savings Fund - Regular Plan - Monthly Payment Option	31/May/2023	55.3464	0.0059	0.0107%
UTI - Regular Savings Fund - Direct Plan - Monthly Payment Option	31/May/2023	58.1312	0.0071	0.0122%
UTI - Regular Savings Fund - Direct Plan - Growth Option	31/May/2023	59.0944	0.0073	0.0124%

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

Fund Performance Analysis

Uti Regular Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Conservative Hybrid Fund Category Rank: 8

Positive Aspects of Fund

Negative Aspects of Fund

Uti Regular 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 %	1.85	1.46	Yes	Yes	No	4/19	0.72 / 2.10
1M Rolling Return %	0.67	0.62	Yes	No	No	9/19	0.32 / 0.92
3M Return %	3.58	3.63	No	No	No	9/19	2.61 / 4.64
3M Rolling Return %	1.54	1.43	Yes	No	No	9/19	0.39 / 2.53
6M Return %	3.14	3.01	Yes	No	No	8/19	1.36 / 4.68
6M Rolling Return %	2.51	2.20	Yes	No	No	6/18	0.39 / 3.78
1Y Return %	8.71	8.05	Yes	No	No	6/19	5.45 / 11.16
1Y Rolling Return %	8.63	6.52	Yes	Yes	No	4/16	3.13 / 8.83
3Y Return %	12.12	9.71	Yes	Yes	No	4/16	6.07 / 13.30
3Y Rolling Return %	8.50	8.12	Yes	No	No	7/16	1.18 / 11.43
5Y Return %	6.90	6.84	Yes	No	No	7/16	3.44 / 9.40
Standard Deviation	5.27	4.46	No	No	Yes	15/16	2.50 / 5.41
Semi Deviation	3.31	2.84	No	No	Yes	15/16	1.69 / 3.42
Max Drawdown	-3.15	-2.74	No	No	Yes	12/16	-4.55 / -1.02
VaR 1 Y	-3.51	-3.13	No	No	No	11/16	-4.78 / -0.91
Average Drawdown	-1.07	-1.10	Yes	No	No	8/16	-1.94 / -0.40
Sharpe Ratio	1.02	0.67	Yes	No	No	5/16	-0.03 / 1.39
Sterling Ratio	0.98	0.83	Yes	No	No	5/16	0.56 / 1.15
Sortino Ratio	0.65	0.41	Yes	Yes	No	4/16	-0.01 / 0.96
Jensen Alpha	2.80	1.30	Yes	No	No	4/12	-2.03 / 6.15
Treynor Ratio	0.06	0.03	Yes	Yes	No	2/12	-0.00 / 0.07
Modigliani Square measure	12.24	9.69	Yes	Yes	No	2/12	6.71 / 14.26
Active Return	0.01	0.00	Yes	No	No	4/12	-0.03 / 0.03

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

May 31, 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 Regular Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Uti Regular Savings Fund

Top Performing Funds in Conservative Hybrid 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
Aditya Birla Sun Life Regular Savings Fund	4	The Aditya Birla Sun Life Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Regular Savings Fund performance snapshot section.	7.97%	13.30%	-3.29%	-2.60%	1.32	0.88	0.46
Icici Prudential Regular Savings Fund	2	The Icici Prudential Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19 funds. The fund has five KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Regular Savings Fund performance snapshot section.	7.96%	9.88%	-1.47%	-2.02%	0.92	0.50	0.37
Nippon India Hybrid Bond Fund	1	The Nippon India Hybrid Bond Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% 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 has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Hybrid Bond Fund performance snapshot section.	9.16%	9.43%	-1.02%	-0.91%	0.74	0.39	0.38
Sbi Conservative Hybrid Fund	3	The Sbi Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19 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 has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sbi Conservative Hybrid Fund performance snapshot section.	10.22%	12.84%	-1.83%	-2.57%	1.39	0.96	0.40

Uti Regular 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 %	1.90	1.54	Yes	Yes	No	4/19	0.74 / 2.15
1M Rolling Return %	0.73	0.69	Yes	No	No	10/19	0.40 / 0.95
3M Return %	3.74	3.88	No	No	No	11/19	2.98 / 4.86
3M Rolling Return %	1.69	1.67	Yes	No	No	11/19	0.62 / 2.65
6M Return %	3.44	3.49	No	No	No	10/19	2.14 / 5.17
6M Rolling Return %	2.80	2.68	Yes	No	No	8/18	0.86 / 3.99
1Y Return %	9.36	9.07	Yes	No	No	7/19	7.13 / 11.70
1Y Rolling Return %	9.27	7.56	Yes	Yes	No	4/16	4.11 / 9.84
3Y Return %	12.78	10.77	Yes	No	No	5/16	7.48 / 14.32
3Y Rolling Return %	9.20	9.17	Yes	No	No	9/16	1.87 / 12.81
5Y Return %	7.57	7.87	No	No	No	8/16	4.20 / 10.77
Standard Deviation	5.27	4.46	No	No	Yes	15/16	2.50 / 5.41
Semi Deviation	3.31	2.84	No	No	Yes	15/16	1.69 / 3.42
Max Drawdown	-3.15	-2.74	No	No	Yes	12/16	-4.55 / -1.02
VaR 1 Y	-3.51	-3.13	No	No	No	11/16	-4.78 / -0.91
Average Drawdown	-1.07	-1.10	Yes	No	No	8/16	-1.94 / -0.40
Sharpe Ratio	1.02	0.67	Yes	No	No	5/16	-0.03 / 1.39
Sterling Ratio	0.98	0.83	Yes	No	No	5/16	0.56 / 1.15
Sortino Ratio	0.65	0.41	Yes	Yes	No	4/16	-0.01 / 0.96
Jensen Alpha	2.80	1.30	Yes	No	No	4/12	-2.03 / 6.15
Treynor Ratio	0.06	0.03	Yes	Yes	No	2/12	-0.00 / 0.07
Modigliani Square measure	12.24	9.69	Yes	Yes	No	2/12	6.71 / 14.26
Active Return	0.01	0.00	Yes	No	No	4/12	-0.03 / 0.03

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

May 31, 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 Regular Savings Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	1.85%	1.90%
1M Rolling Return %	0.67%	0.73%
3M Return %	3.58%	3.74%
3M Rolling Return %	1.54%	1.69%
6M Return %	3.14%	3.44%
6M Rolling Return %	2.51%	2.80%
1Y Return %	8.71%	9.36%
1Y Rolling Return %	8.63%	9.27%
3Y Return %	12.12%	12.78%
3Y Rolling Return %	8.50%	9.20%
5Y Return %	6.90%	7.57%
Standard Deviation	5.27%	5.27%
Semi Deviation	3.31%	3.31%
Max Drawdown	-3.15%	-3.15%
VaR 1 Y	-3.51%	-3.51%
Average Drawdown	-1.07%	-1.07%
Sharpe Ratio	1.02%	1.02%
Sterling Ratio	0.98%	0.98%
Sortino Ratio	0.65%	0.65%
Jensen Alpha	2.80%	2.80%
Treynor Ratio	0.06%	0.06%
Modigliani Square measure	12.24%	12.24%
Active Return	0.01%	0.01%

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

_{Annulized Returns}

Uti Regular 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	7.53%	10.40%	9.33%	0.00%
One Year	-14.30%	30.19%	9.62%	4.95%
Three Year	2.77%	15.93%	9.65%	0.00%
Five Year	4.50%	14.46%	9.54%	0.00%
Seven Year	5.87%	11.99%	9.19%	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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Conservative Hybrid 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
Hsbc Regular Savings Fund	0.29	1	0.66	1	1.86	3	4.64	1	3.81	5	8.52	7	8.22	13	6.89	8
Sbi Conservative Hybrid Fund	0.17	2	0.47	11	2.10	1	4.42	3	4.25	2	10.22	2	12.84	3	8.94	2
Sundaram Debt Oriented Hybrid Fund	0.09	3	0.42	14	1.30	15	3.63	8	2.91	10	8.03	9	9.71	7	5.74	13
Icici Prudential Regular Savings Fund	0.08	4	0.62	3	1.38	13	3.35	14	2.62	13	7.96	11	9.88	6	8.41	5
Franklin India Debt Hybrid Fund	0.08	5	0.56	4	1.49	11	3.27	16	2.22	16	8.13	8	8.47	12	6.58	9
Hdfc Hybrid Debt Fund	0.05	6	0.45	13	1.54	7	4.52	2	4.02	4	11.16	1	13.22	2	8.73	3
Aditya Birla Sun Life Regular Savings Fund	0.04	7	0.46	12	1.50	10	3.31	15	2.66	12	7.97	10	13.30	1	7.16	6
Canara Robeco Conservative Hybrid Fund	0.03	8	0.55	6	1.36	14	3.36	13	2.45	14	7.64	13	9.20	9	8.59	4
Axis Regular Saver Fund	0.03	9	0.50	8	1.55	6	3.46	10	2.39	15	6.66	15	8.96	10	6.26	11
Lic Mf Debt Hybrid Fund	0.03	10	0.41	15	1.44	12	2.85	17	1.72	18	6.52	16	6.54	14	6.44	10
Idfc Regular Savings Fund	0.02	11	0.52	7	1.80	5	4.14	6	2.98	9	6.12	17	6.49	15	5.75	12
Baroda Bnp Paribas Conservative Hybrid Fund	0.01	12	0.47	9	1.50	9	3.42	12	2.85	11	7.79	12
Uti Regular Savings Fund	0.01	13	0.47	10	1.85	4	3.58	9	3.14	8	8.71	6	12.12	4	6.90	7
Dsp Regular Savings Fund	0.01	14	0.65	2	1.52	8	3.46	11	3.40	7	7.42	14	8.79	11	5.17	14
Kotak Debt Hybrid Fund	0.01	15	0.55	5	1.87	2	4.40	4	3.59	6	10.13	3	12.06	5	9.40	1
Navi Regular Savings Fund	-0.01	16	0.37	16	0.99	16	2.65	18	1.36	19	5.45	19	6.07	16	5.06	15
Parag Parikh Conservative Hybrid Fund	-0.02	17	0.02	19	0.72	19	3.73	7	4.06	3	9.35	4
Nippon India Hybrid Bond Fund	-0.03	18	0.24	18	0.94	18	4.25	5	4.68	1	9.16	5	9.43	8	3.44	16
Iti Conservative Hybrid Fund	-0.05	19	0.31	17	0.98	17	2.61	19	2.12	17	5.94	18

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
Hsbc Regular Savings Fund	0.29	1	0.67	1	1.94	3	4.86	1	4.28	4	9.73	5	9.76	12	8.31	6
Sbi Conservative Hybrid Fund	0.17	2	0.48	12	2.15	1	4.56	4	4.52	2	10.79	3	13.47	4	9.62	3
Sundaram Debt Oriented Hybrid Fund	0.09	3	0.44	14	1.39	15	3.83	7	3.34	11	9.02	9	10.64	7	6.73	13
Icici Prudential Regular Savings Fund	0.08	4	0.64	3	1.45	14	3.56	15	3.01	15	8.77	13	10.78	6	9.23	4
Franklin India Debt Hybrid Fund	0.08	5	0.58	6	1.56	11	3.48	16	2.63	17	9.01	11	9.33	13	7.40	10
Hdfc Hybrid Debt Fund	0.05	6	0.46	13	1.58	9	4.66	3	4.27	5	11.70	1	13.72	2	9.22	5
Aditya Birla Sun Life Regular Savings Fund	0.05	7	0.48	10	1.59	8	3.57	14	3.15	12	9.02	10	14.32	1	8.08	7
Axis Regular Saver Fund	0.03	8	0.52	8	1.67	6	3.82	8	3.06	13	8.09	15	10.32	9	7.47	9
Canara Robeco Conservative Hybrid Fund	0.03	9	0.58	5	1.47	13	3.67	12	3.06	14	8.96	12	10.55	8	9.84	2
Lic Mf Debt Hybrid Fund	0.03	10	0.43	15	1.52	12	3.06	18	2.14	19	7.46	16	7.48	16	7.39	11
Idfc Regular Savings Fund	0.02	11	0.53	7	1.89	5	4.39	6	3.46	9	7.13	19	7.49	15	6.70	14
Baroda Bnp Paribas Conservative Hybrid Fund	0.02	12	0.50	9	1.63	7	3.77	10	3.57	8	9.35	8
Uti Regular Savings Fund	0.01	13	0.48	11	1.90	4	3.74	11	3.44	10	9.36	7	12.78	5	7.57	8
Kotak Debt Hybrid Fund	0.01	14	0.58	4	1.99	2	4.76	2	4.29	3	11.64	2	13.54	3	10.77	1
Dsp Regular Savings Fund	0.01	15	0.66	2	1.58	10	3.64	13	3.73	7	8.13	14	10.06	11	6.62	15
Navi Regular Savings Fund	-0.01	16	0.40	16	1.15	16	3.06	17	2.19	18	7.15	18	7.91	14	6.81	12
Parag Parikh Conservative Hybrid Fund	-0.02	17	0.03	19	0.74	19	3.81	9	4.21	6	9.67	6
Nippon India Hybrid Bond Fund	-0.03	18	0.26	18	1.04	18	4.56	5	5.17	1	10.04	4	10.17	10	4.20	16
Iti Conservative Hybrid Fund	-0.05	19	0.34	17	1.10	17	2.98	19	2.81	16	7.24	17

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 Regular Savings Fund	0.48	15	1.45	10	2.22	10	7.75	7	9.44	6
Axis Regular Saver Fund	0.38	18	0.76	18	1.05	17	5.86	9	8.38	8
Franklin India Debt Hybrid Fund	0.75	5	1.86	2	2.32	9	5.01	13	7.31	12
Canara Robeco Conservative Hybrid Fund	0.56	11	1.25	15	1.89	12	5.44	10	10.57	3
Dsp Regular Savings Fund	0.70	8	1.27	13	2.02	11	5.42	11	7.07	13
Essel Regular Savings Fund	0.52	13	1.33	11	1.47	15	3.53	15	5.52	15
Hdfc Hybrid Debt Fund	0.92	1	2.53	1	3.76	2	8.76	3	9.98	4
Hsbc Regular Savings Fund	0.51	14	1.16	16	1.25	16	5.35	12	8.31	9
Icici Prudential Regular Savings Fund	0.75	6	1.57	8	2.49	7	7.08	8	9.54	5
Idfc Regular Savings Fund	0.32	19	0.39	19	0.39	18	3.13	16	6.83	14
Kotak Debt Hybrid Fund	0.79	3	1.84	3	2.94	4	8.13	5	11.43	1
Nippon India Hybrid Bond Fund	0.53	12	1.83	4	2.70	5	7.92	6	1.18	16
Sbi Debt Hybrid Fund	0.77	4	1.60	6	3.14	3	8.79	2	10.71	2
Sundaram Debt Oriented Hybrid Fund	0.75	7	1.58	7	2.33	8	8.83	1	7.46	11
Uti Regular Savings Fund	0.67	9	1.54	9	2.51	6	8.63	4	8.50	7
Lic Mf Debt Hybrid Fund	0.47	16	1.07	17	1.60	14	4.71	14	7.77	10
Parag Parikh Conservative Hybrid Fund	0.82	2	1.63	5	3.78	1
Iti Conservative Hybrid Fund	0.42	17	1.31	12
Baroda Bnp Paribas Conservative Hybrid Fund	0.61	10	1.27	14	1.84	13

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 Regular Savings Fund	0.56	15	1.70	10	2.71	10	8.73	6	10.37	5
Axis Regular Saver Fund	0.49	17	1.09	18	1.72	17	7.22	9	9.60	8
Franklin India Debt Hybrid Fund	0.82	5	2.07	3	2.75	9	5.88	13	8.17	13
Canara Robeco Conservative Hybrid Fund	0.66	11	1.56	14	2.51	12	6.78	10	11.84	2
Dsp Regular Savings Fund	0.75	8	1.45	16	2.36	13	6.75	11	8.68	11
Essel Regular Savings Fund	0.64	12	1.76	6	2.32	14	5.30	15	7.24	15
Hdfc Hybrid Debt Fund	0.95	1	2.65	1	3.99	1	9.23	5	10.47	4
Hsbc Regular Savings Fund	0.60	13	1.48	15	1.87	16	6.56	12	9.84	7
Icici Prudential Regular Savings Fund	0.82	6	1.76	7	2.88	6	7.98	8	10.35	6
Idfc Regular Savings Fund	0.40	19	0.62	19	0.86	18	4.11	16	7.82	14
Kotak Debt Hybrid Fund	0.91	2	2.19	2	3.64	3	9.63	2	12.81	1
Nippon India Hybrid Bond Fund	0.58	14	1.99	4	3.04	5	8.59	7	1.87	16
Sbi Debt Hybrid Fund	0.82	4	1.74	8	3.41	4	9.43	3	11.37	3
Sundaram Debt Oriented Hybrid Fund	0.81	7	1.82	5	2.81	7	9.84	1	8.37	12
Uti Regular Savings Fund	0.73	10	1.69	11	2.80	8	9.27	4	9.20	9
Lic Mf Debt Hybrid Fund	0.55	16	1.26	17	2.05	15	5.64	14	8.75	10
Parag Parikh Conservative Hybrid Fund	0.84	3	1.70	9	3.94	2
Iti Conservative Hybrid Fund	0.49	18	1.62	13
Baroda Bnp Paribas Conservative Hybrid Fund	0.73	9	1.66	12	2.59	11

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 Regular Savings Fund	-2.60	6	-3.29	14	-1.53	15	4.84	10	3.06	11
Axis Regular Saver Fund	-4.23	14	-4.55	16	-1.94	16	4.90	11	3.24	13
Franklin India Debt Hybrid Fund	-3.25	8	-2.55	6	-0.98	5	3.96	4	2.56	4
Canara Robeco Conservative Hybrid Fund	-2.22	3	-2.55	7	-1.15	9	4.39	6	2.77	7
Dsp Regular Savings Fund	-3.91	13	-3.05	9	-1.18	11	4.44	7	2.92	8
Navi Regular Savings Fund	-2.54	4	-1.91	4	-0.76	3	3.50	2	2.24	2
Hdfc Hybrid Debt Fund	-3.72	12	-2.16	5	-1.02	6	5.10	14	3.42	16
Hsbc Regular Savings Fund	-4.78	16	-4.33	15	-1.26	14	5.02	12	3.23	12
Icici Prudential Regular Savings Fund	-2.02	2	-1.47	2	-0.70	2	3.56	3	2.44	3
Idfc Regular Savings Fund	-3.47	10	-3.22	13	-1.25	13	4.58	9	2.64	5
Kotak Debt Hybrid Fund	-3.39	9	-3.06	10	-1.17	10	5.07	13	3.28	14
Nippon India Hybrid Bond Fund	-0.91	1	-1.02	1	-0.40	1	2.50	1	1.69	1
Sbi Conservative Hybrid Fund	-2.57	5	-1.83	3	-1.19	12	4.31	5	2.70	6
Sundaram Debt Oriented Hybrid Fund	-2.61	7	-2.57	8	-0.97	4	5.41	16	2.94	9
Uti Regular Savings Fund	-3.51	11	-3.15	12	-1.07	8	5.27	15	3.31	15
Lic Mf Debt Hybrid Fund	-4.30	15	-3.11	11	-1.04	7	4.45	8	2.95	10
Baroda Bnp Paribas Conservative Hybrid Fund

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 Regular Savings Fund	1.32	2	0.88	2	1.06	3	0.46	6.15	1	0.87	8	0.69	10	0.07	1	11.66	3	0.02	2
Axis Regular Saver Fund	0.48	11	0.25	11	0.67	12	0.38	-0.63	9	0.88	7	0.93	1	0.03	7	9.88	5	-0.02	11
Franklin India Debt Hybrid Fund	0.42	12	0.22	12	0.72	11	0.40	1.21	5	0.86	9	0.81	5	0.02	9	9.04	7	-0.01	9
Canara Robeco Conservative Hybrid Fund	0.69	8	0.39	8	0.83	9	0.44	0.94	8	1.07	4	0.84	3	0.03	6	9.52	6	0.01	6
Dsp Regular Savings Fund	0.57	10	0.30	10	0.76	10	0.40	1.04	7	0.99	6	0.75	9	0.03	8	8.93	8	0.01	5
Navi Regular Savings Fund	-0.03	16	-0.01	16	0.60	14	0.43	-0.64	10	0.86	11	0.76	7	-0.00	12	7.98	10	-0.03	12
Hdfc Hybrid Debt Fund	1.10	4	0.65	5	1.08	2	0.37
Hsbc Regular Savings Fund	0.35	13	0.19	13	0.63	13	0.42	-1.50	11	1.20	1	0.90	2	0.01	10	7.34	11	0.00	8
Icici Prudential Regular Savings Fund	0.92	6	0.50	6	0.93	6	0.37
Idfc Regular Savings Fund	0.04	15	0.03	14	0.56	16	0.46
Kotak Debt Hybrid Fund	1.14	3	0.69	3	1.02	4	0.44	2.83	3	1.19	2	0.76	6	0.05	3	10.62	4	0.03	1
Nippon India Hybrid Bond Fund	0.74	7	0.39	9	0.83	8	0.38	4.33	2	0.51	12	0.65	11	0.04	4	14.26	1	0.01	7
Sbi Conservative Hybrid Fund	1.39	1	0.96	1	1.15	1	0.40
Sundaram Debt Oriented Hybrid Fund	0.61	9	0.42	7	0.85	7	0.45	1.07	6	1.09	3	0.49	12	0.03	5	8.05	9	0.02	3
Uti Regular Savings Fund	1.02	5	0.65	4	0.98	5	0.38	2.80	4	0.86	10	0.76	8	0.06	2	12.24	2	0.01	4
Lic Mf Debt Hybrid Fund	0.05	14	0.03	15	0.57	15	0.40	-2.03	12	1.06	5	0.81	4	0.00	11	6.71	12	-0.02	10
Baroda Bnp Paribas Conservative Hybrid Fund

Uti Regular Savings Fund Additional Return Analysis

Uti Regular 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}	1000.10	1004.70	1018.47	1035.76	1031.39	1087.06	1409.34	1395.72
Direct Plan _{Value of 1000 Rupee}	1000.12	1004.81	1019.02	1037.37	1034.45	1093.55	1434.58	1440.14

Fund Information

Fund Launch Date: 01/Dec/2003
Fund Category: Conservative Hybrid Fund
Investment Objective: The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Description: An open ended hybrid scheme investing predominantly in debt instruments
Fund Benchmark: CRISIL Short Term Debt Hybrid 75+25 Fund Index

_{Source: Fund FactSheet}

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

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Bmsmoney Highlights

म्यूचुअल फंड के फायदे और नुकसान क्या है?

फायदा:

विविधता
व्यावसायिक प्रबंधन
पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
तरलता (लिक्विडिटी)
विभिन्न प्रकार के निवेश विकल्प
स्वत: पुनर्निवेश

नुकसान:

शुल्क और व्यय
रिटर्न की कोई गारंटी नहीं
सीमित नियंत्रण
अंडरपरफॉर्मेंस की संभावना
कर (टैक्स)

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Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

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

The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
It identifies consistent performers with better risk-adjusted returns.
However, the Sortino Ratio neglects the upside potential of investments.

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Table of Contents

Uti Regular Savings Fund

Fund Nav

Fund Performance Analysis

Uti Regular Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Conservative Hybrid Fund Category Rank: 8

Positive Aspects of Fund

Negative Aspects of Fund

Uti Regular Savings Fund Performance Snapshot (Regular Plan)

Uti Regular Savings Fund Performance vs Category Average

Top Performing Peers of Uti Regular Savings Fund

Top Performing Funds in Conservative Hybrid Fund Category

Uti Regular Savings Fund Performance Snapshot (Direct Plan)

Uti Regular Savings Fund Regular vs Direct Plan Performance

Uti Regular Savings Fund Expected Return

Methodology

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Conservative Hybrid 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 Regular Savings Fund Additional Return Analysis

Uti Regular Savings Fund Value of Investment

Fund Information

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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

म्यूचुअल फंड के फायदे और नुकसान क्या है?

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