Should I invest in UTI Leadership Equity Fund?

We don't give personal investment advice. UTI Leadership Equity Fund-Dividend-Dividend Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.9%. 5-year CAGR: 12.46%.

UTI

UTI Leadership Equity Fund-Dividend-Dividend Option

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.65%	+0.06%	-0.72	260 / 299	Q4
1W	+1.46%	-3.61%	+5.07	57 / 303	Q1
2W	+2.64%	-4.52%	+7.16	56 / 303	Q1
1M	+5.85%	-5.64%	+11.48	35 / 302	Q1
3M	+4.01%	-4.27%	+8.28	103 / 302	Q2
6M	+11.34%	+1.48%	+9.86	87 / 307	Q2
YTD	+5.75%	-0.18%	+5.93	115 / 309	Q2
1Y	+23.69%	+7.10%	+16.59	78 / 307	Q2
2Y	+17.67%	+2.20%	+15.47	72 / 303	Q1
3Y	+9.76%	+0.76%	+9.00	96 / 264	Q2
4Y	+11.86%	+0.58%	+11.28	56 / 235	Q1
5Y	+12.46%	+0.02%	+12.44	41 / 208	Q1
7Y	+10.28%	+3.12%	+7.16	37 / 130	Q2
10Y	+6.50%	+7.20%	-0.70	39 / 68	Q3
Inception	+8.05%	+0.51%	+7.54	93 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2018 YTD	+5.75%	-8.44%	+14.19	2 / 55
2017	+27.93%	+29.57%	-1.64	40 / 65
2016	+2.26%	+1.07%	+1.19	38 / 88
2015	-12.22%	-3.94%	-8.28	89 / 99
2014	+38.26%	+34.59%	+3.67	55 / 133
2013	+6.48%	+0.03%	+6.45	33 / 154
2012	+30.60%	+23.57%	+7.03	67 / 190
2011	-23.98%	-23.68%	-0.30	119 / 241
2010	+13.58%	+11.69%	+1.89	123 / 256
2009	+53.28%	+65.86%	-12.58	182 / 238
2008	-54.03%	-52.86%	-1.18	83 / 198

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.84%

136 windows

min -55.4% · max 67.5%

74% positive

3-Year rolling

+7.28%

111 windows

min -8.4% · max 24.6%

90% positive

5-Year rolling

+7.50%

87 windows

min -4.2% · max 15.7%

87% positive

7-Year rolling

+7.37%

63 windows

min 3.5% · max 13.3%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.40%

3-year · annualised

Sharpe ratio

0.35

vs risk-free 6.5%

Sortino ratio

0.53

Downside-only deviation

Max drawdown

-20.09%

Aug 2015 → Feb 2016

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
2 May 2018	₹27.6487
30 Apr 2018	₹27.8300
27 Apr 2018	₹27.5364
26 Apr 2018	₹27.5278
25 Apr 2018	₹27.2500
24 Apr 2018	₹27.3537
23 Apr 2018	₹27.2904
20 Apr 2018	₹27.1237
19 Apr 2018	₹27.0769
18 Apr 2018	₹26.9380

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

UTI Leadership Equity Fund-Dividend-Dividend Option is a Growth from UTI (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

UTI Leadership Equity Fund-Dividend-Dividend Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

UTI Leadership Equity Fund-Dividend-Dividend Option is managed by UTI. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Leadership Equity Fund-Dividend-Dividend Option has delivered a absolute return of 23.69% — +16.59 pp ahead of the Growth category average of 7.10%. The fund ranks #78 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI Leadership Equity Fund-Dividend-Dividend Option has delivered a CAGR of 9.76% — +9 pp ahead of the Growth category average of 0.76%. The fund ranks #96 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI Leadership Equity Fund-Dividend-Dividend Option has delivered a CAGR of 12.46% — +12.44 pp ahead of the Growth category average of 0.02%. The fund ranks #41 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in UTI Leadership Equity Fund-Dividend-Dividend Option exactly 10 years ago would be worth approximately ₹187,703 today — a multiplier of 1.88×, based on the 10-year CAGR of 6.50%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in UTI Leadership Equity Fund-Dividend-Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹820,877 today. That's an XIRR (money-weighted annualised return) of 12.49%.

A ₹10,000 monthly SIP for 10 years in UTI Leadership Equity Fund-Dividend-Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,127,576 (multiplier 1.77×). XIRR: 11.03%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, UTI Leadership Equity Fund-Dividend-Dividend Option ranks #41 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 12.46%.

The worst peak-to-trough decline UTI Leadership Equity Fund-Dividend-Dividend Option has experienced over the last 5-year window is 27.92% — its NAV fell from a high on 29 Jan 2015 to a low on 25 Feb 2016. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI Leadership Equity Fund-Dividend-Dividend Option averaged 7.50% (best 15.71%, worst -4.17%). 87% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — weak risk-adjusted performance.

In calendar year 2017, UTI Leadership Equity Fund-Dividend-Dividend Option returned 27.93% — lagging the Growth category average of 29.57% by 1.64 pp. It ranked #40 of 65 in its category that year.

UTI Leadership Equity Fund-Dividend-Dividend Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI Leadership Equity Fund-Dividend-Dividend Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.9%. 5-year CAGR: 12.46%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.