Morningstar® Fund Report™

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Analyst Research
Performance
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Methodology
Glossary 
UTI Dividend Yield Fund Regular Plan Growth
 
Morningstar Rating™ (Relative to Category)-
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Category:  Dividend YieldClick here to see our Methodology
Volatility Measurements31/03/2024
 
Volatility13.43 %
3-Yr Mean Return20.83 %
 
Sharpe Ratio1.03
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE 500 India TR INR
R-Squared83.29-
3-Yr Beta0.93-
3-Yr Alpha1.40-
 
Return/Risk Analysis31/03/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation11.7413.4316.37
 
 
Sharpe Ratio2.491.030.76
Sortino Ratio---
 
 
Positive Months102337
Negative Months21323
Worst Month-3.32-5.39-17.95