UTI Multi Cap Fund
Direct · Growth ₹10.66
21 Jul 2026
NAV
1.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-3.19
Sharpe
-14.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹11.94 L | -1.1% | -16.2% | 7.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -1.1% | 14.5% | 14.7% | -15.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.7% | 2.0% | -2.2% | 4.4% | -3.19 | -0.96 | 90% | — | — |
-14.1%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-2.9%
Avg Drawdown
Calmar Ratio by Duration
0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.89 | 0.90 | 90.3% | 83.3% | 2.5% | -3.4% |
| 3 Years | +2.12 | 0.88 | 88.6% | 79.0% | 2.2% | -0.8% |
| 5 Years | +0.96 | 0.88 | 88.6% | 79.0% | 1.3% | -0.5% |
| 7 Years | +0.47 | 0.88 | 88.6% | 79.0% | 0.9% | -0.3% |
| 10 Years | +0.09 | 0.88 | 88.6% | 79.0% | 0.7% | -0.2% |
| 12 Years | -0.04 | 0.88 | 88.6% | 79.0% | 0.6% | -0.2% |
| 15 Years | -0.18 | 0.88 | 88.6% | 79.0% | 0.4% | -0.2% |