UTI Wealth Fundamental Relationships

120760 -- India Fund  

INR 35.49  0.10  0.28%

The Drivers Module shows relationships between UTI Wealth's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of UTI Wealth Builder Ser II Dir Gr over time as well as its relative position and ranking within its peers. Check also Trending Equities.

UTI Wealth Builder Cash Position Weight vs. Three Year Return Fundamental Analysis

UTI Wealth Builder Ser II Dir Gr is the top fund in three year return among similar funds. It is the top fund in cash position weight among similar funds creating about  0.13  of Cash Position Weight per Three Year Return. The ratio of Three Year Return to Cash Position Weight for UTI Wealth Builder Ser II Dir Gr is roughly  7.43 
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
UTI Wealth 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
7.73 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
UTI Wealth 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
1.04 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

UTI Wealth Builder Cash Position Weight Comparison

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