mutual funds uti quant fund directgrowth

performance

UTI Quant Fund Direct-Growth

Equity: Thematic-Quant - Growth (Open ended)

SEBI Riskometer: Very HighCategory: Equity: Thematic-QuantBenchmark: BSE 200 Total Return IndexCheck Portfolio Overlap →

NAV: ₹10.32+0.03%

15 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of UTI Quant Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	02 Feb, 2026 - 15 Oct, 2026	-	-	-
Average returns	1.82%	-	-	-
Standard deviation	4.42%	-	-	-
Best returns	13.18% 1 year ending on 16 Apr, 2026	-	-	-
Worst returns	-6.08% 1 year ending on 28 Sep, 2026	-	-	-
Period with positive return	57.71%	-	-	-
Period with return > 5%	25.71%	-	-	-
Period with return > 10%	4.00%	-	-	-
Period with return > 15%	0.00%	-	-	-
Beat % Category	5.14%	-	-	-
Beat % Benchmark	18.86%	-	-	-

Trailing Returns

Point-to-point returns of UTI Quant Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-4.6%

-6.1%

-6.3%

YTD

0.2%

-1.8%

-1.3%

1 M

-0.2%

-2.3%

-1.2%

6 M

-3.8%

-3.4%

-4.3%

1 Y

10.3%

9.5%

3 Y

10.0%

8.1%

5 Y

13.8%

12.8%

10 Y

Fund

Equity: Thematic-Quant

BSE 200 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-4.65%	0.18%	-0.16%	-3.84%	-	-	-	1.83%
Equity: Thematic-Quant	-6.13%	-1.77%	-2.35%	-3.41%	10.28%	10.01%	13.75%	-
BSE 200 Total Return Index	-6.34%	-1.30%	-1.20%	-4.25%	9.49%	8.14%	12.76%	-
Rank in category	3	2	2	4	-	-	-	-
Funds in category	11	11	11	11	7	5	1	-

Period Returns

Calendar-year, quarterly and monthly return history of UTI Quant Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of UTI Quant Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of UTI Quant Fund Direct-Growth?

UTI Quant Fund Direct-Growth has delivered a 1-year return of -3.84% as of 14 Oct 2026. During the same period, its benchmark BSE 200 Total Return Index returned -4.25%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of UTI Quant Fund Direct-Growth?

The 3-year CAGR for UTI Quant Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of UTI Quant Fund Direct-Growth?

The 5-year CAGR for UTI Quant Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of UTI Quant Fund Direct-Growth since inception?

Since its launch on 23 Jan 2025, UTI Quant Fund Direct-Growth has delivered a CAGR of 1.83%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has UTI Quant Fund Direct-Growth performed vs its category over the long term?

Category rank for UTI Quant Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of UTI Quant Fund Direct-Growth?

The Sharpe ratio of UTI Quant Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of UTI Quant Fund Direct-Growth?

The alpha of UTI Quant Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of UTI Quant Fund Direct-Growth?

The beta of UTI Quant Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of UTI Quant Fund Direct-Growth?

The average 1-year and 3-year rolling returns of UTI Quant Fund Direct-Growth is 1.82% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

02 Feb, 2026 - 15 Oct, 2026

Average returns

1.82%

Standard deviation

4.42%

Best returns

13.18%

1 year ending on 16 Apr, 2026

Worst returns

-6.08%

1 year ending on 28 Sep, 2026

Period with positive return

57.71%

Period with return > 5%

25.71%

Period with return > 10%

4.00%

Period with return > 15%

0.00%

Beat % Category

5.14%

Beat % Benchmark

18.86%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-4.65%

0.18%

-0.16%

-3.84%

1.83%

Equity: Thematic-Quant

-6.13%

-1.77%

-2.35%

-3.41%

10.28%

10.01%

13.75%

BSE 200 Total Return Index

-6.34%

-1.30%

-1.20%

-4.25%

9.49%

8.14%

12.76%

Rank in category

Funds in category