UTI Balanced (India) Manager Performance Evaluation

UTIBALANCEDA -- India Fund  

INR 161.03  4.22  2.55%

The entity has beta of -0.0089 which indicates as returns on market increase, returns on owning UTI Balanced are expected to decrease at a much smaller rate. During bear market, UTI Balanced is likely to outperform the market. Although it is extremely important to respect UTI Balanced Gr current price movements, it is better to be realistic regarding the information on equity historical returns. The way in which we are measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By evaluating UTI Balanced Gr technical indicators you can currently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

UTI Balanced Gr Relative Risk vs. Return Landscape

If you would invest  16,103  in UTI Balanced Gr on January 18, 2019 and sell it today you would earn a total of  0.00  from holding UTI Balanced Gr or generate 0.0% return on investment over 30 days. UTI Balanced Gr is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than UTI Balanced and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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UTI Balanced Current Valuation

Not valued
February 17, 2019
Market Value
Real Value
Target Odds
Odds Odds
UTI Balanced is Unknown risk asset. UTI Balanced Gr current Real Value cannot be determined due to lack of data. The regular price of UTI Balanced Gr is 161.03. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of UTI Balanced Gr from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point in time securities prices and their ongoing real values will draw towards each other.

UTI Balanced Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average UTI Balanced is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UTI Balanced by adding it to a well-diversified portfolio.

UTI Balanced Performance Rating

UTI Balanced Gr Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days UTI Balanced Gr has generated negative risk-adjusted returns adding no value to fund investors.

UTI Balanced Alerts

Equity Alerts and Improvement Suggestions

UTI Balanced Gr is not yet fully synchronised with the market data
The fund keeps about 24.98% of its net assets in bonds

UTI Balanced Performance Indicators

UTI Balanced Gr Basic Price Performance Measures

Fifty Two Week Low167.6060
Fifty Two Week High167.6060
Annual Report Expense Ratio2.47%
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