MonitorPlan n/a · Option n/aWatch before adding
UTI - Focussed Equity Fund - Series VI (1150 Days)
- NAV
- 13.7253
- 7 Apr 2021
- 1Y
- +63.1%
- Trailing CAGR
- AUM
- ₹14.64 L
- 30 Jun 2021
- Volatility
- High
- 19.7% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 7 Apr 2021
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Prefer peers if · Prefer HDFC Equity Opp Fund - II - 1126D May 2017 (1) if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
8.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -36.0%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+63.1%
- 3Y+10.5%
- 5Yn/a
- 10Yn/a
- SI+10.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+50.6%
- 3Y+19.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +10.6%
- Calendar-day CAGR
- Excess 1Y
- +55.2%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 36
- Vs comparable share classes
- SIP 3Y XIRR
- +19.7%
- Simulated monthly SIP
- Worst rolling 3Y
- +10.3%
- 35 daily-ending windows
- Median rolling 3Y
- +11.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -36.0%
- Worst peak-to-trough
- Current
- -3.1%
- Below last peak
- Current spell
- 35 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 21 days
- 36 recovered episodes
- Longest recovery
- 398 days
- Trough to prior peak
20 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-36.0%
31 Aug 2018 – 28 Nov 2019
Trough 26 Oct 2018 · recovered in 398 days
-16.9%
30 Apr 2018 – 8 Aug 2018
Trough 28 Jun 2018 · recovered in 41 days
-9.2%
3 Mar 2021 – open
Trough 25 Mar 2021 · not recovered
-4.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
100
Consistency
87
Risk-adjusted
41
Drawdown
10
Mean
55
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Maximum drawdown exceeded 35%.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
HDFC Equity Opp Fund - II - 1126D May 2017 (1)
HDFC Mutual Fund
- 1Y
- +25.6%
- 3Y
- +12.6%
- Vol
- 17.4%
- Max DD
- -30.4%
- Sharpe
- 0.20
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Business Cycle Fund - Series 1
ICICI Prudential Mutual Fund
- 1Y
- -7.6%
- 3Y
- +10.8%
- Vol
- 13.2%
- Max DD
- -21.3%
- Sharpe
- 0.16
- 3Y win
- +74%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Value Fund - Series 18
ICICI Prudential Mutual Fund
- 1Y
- +54.3%
- 3Y
- +12.0%
- Vol
- 16.6%
- Max DD
- -35.0%
- Sharpe
- 0.39
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Value Fund - Series 20
ICICI Prudential Mutual Fund
- 1Y
- +50.9%
- 3Y
- +12.9%
- Vol
- 17.7%
- Max DD
- -35.2%
- Sharpe
- 0.25
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Kotak India Fund Series 4
Kotak Mahindra Mutual Fund
- 1Y
- +50.3%
- 3Y
- +25.4%
- Vol
- 17.0%
- Max DD
- -29.1%
- Sharpe
- 0.87
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns