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UTI Gold ETF Fund of Fund - Direct Plan - Growth Option

UTI · Scheme 150714

27.27 0.00%NAV · 2026-08-05
86
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
32.9%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month-2.46%
3 Months-4.00%
6 Months-6.25%
1 Year+41.16%
3 Years (CAGR)+32.94%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+30.67%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency100
Risk-adjusted62
Downside protection73
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +32.9%
  • 3Y CAGR vs category: +18.8% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Sharpe ratio: 1.20

Risk metrics

Sharpe ratio
1.20
Sortino ratio
1.41
Volatility
18.84%
Max drawdown
-23.57%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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