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“An Integrated Analysis of Characteristics-Based Performance of UTI-Equity Mutual Fund: In an Indian Context”

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Analysis shows UTI Equity Fund consistently outperforms benchmarks, indicating effective equity investment strategies.

The UTI Equity Fund – Direct Growth outperformed benchmark indices over multiple time periods, demonstrating strong performance.
The fund achieved a return of 126.76% since launch, and holds a five-star CRISIL rating underscoring its quality.
Performance metrics indicate a standard deviation of 17.24% and a beta of 0.87, reflecting stability in its investment strategy.
The study emphasizes the importance of characteristic-based analysis for investors with moderate risk tolerance seeking capital growth.

Sonali Bhujbal (2025) studied this question.

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