Should I invest in UTI Leadership Equity Fund?

We don't give personal investment advice. UTI Leadership Equity Fund-Growth-Growth 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: 22.1%. 5-year CAGR: 16.27%.

UTI

UTI Leadership Equity Fund-Growth-Growth 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	261 / 299	Q4
1W	+1.46%	-3.61%	+5.07	56 / 303	Q1
2W	+2.64%	-4.52%	+7.16	55 / 303	Q1
1M	+5.85%	-5.64%	+11.48	34 / 302	Q1
3M	+4.01%	-4.27%	+8.28	102 / 302	Q2
6M	+11.35%	+1.48%	+9.86	86 / 307	Q2
YTD	+5.75%	-0.18%	+5.93	114 / 309	Q2
1Y	+23.69%	+7.10%	+16.59	77 / 307	Q2
2Y	+21.82%	+2.20%	+19.62	52 / 303	Q1
3Y	+12.32%	+0.76%	+11.56	77 / 264	Q2
4Y	+16.63%	+0.58%	+16.04	26 / 235	Q1
5Y	+16.27%	+0.02%	+16.25	18 / 208	Q1
7Y	+12.94%	+3.12%	+9.82	20 / 130	Q1
10Y	+9.12%	+7.20%	+1.92	23 / 68	Q2
Inception	+10.24%	+0.51%	+9.73	55 / 310	Q1

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	1 / 55
2017	+37.11%	+29.57%	+7.54	22 / 65
2016	+2.26%	+1.07%	+1.19	39 / 88
2015	-3.23%	-3.94%	+0.71	60 / 99
2014	+38.25%	+34.59%	+3.67	56 / 133
2013	+6.52%	+0.03%	+6.49	32 / 154
2012	+30.69%	+23.57%	+7.12	65 / 190
2011	-23.98%	-23.68%	-0.30	118 / 241
2010	+13.47%	+11.69%	+1.78	124 / 256
2009	+65.50%	+65.86%	-0.36	145 / 238
2008	-54.03%	-52.86%	-1.18	84 / 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

+13.48%

136 windows

min -55.4% · max 80.8%

75% positive

3-Year rolling

+9.68%

111 windows

min -6.0% · max 24.6%

95% positive

5-Year rolling

+9.51%

87 windows

min -2.7% · max 17.5%

97% positive

7-Year rolling

+9.34%

63 windows

min 4.6% · max 16.2%

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

11.61%

3-year · annualised

Sharpe ratio

0.55

vs risk-free 6.5%

Sortino ratio

0.85

Downside-only deviation

Max drawdown

-20.09%

Aug 2015 → Feb 2016

% positive months

69.4%

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	₹35.2256
30 Apr 2018	₹35.4566
27 Apr 2018	₹35.0824
26 Apr 2018	₹35.0714
25 Apr 2018	₹34.7175
24 Apr 2018	₹34.8496
23 Apr 2018	₹34.7690
20 Apr 2018	₹34.5565
19 Apr 2018	₹34.4970
18 Apr 2018	₹34.3200

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-Growth-Growth 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-Growth-Growth 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-Growth-Growth 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-Growth-Growth option has delivered a absolute return of 23.69% — +16.59 pp ahead of the Growth category average of 7.10%. The fund ranks #77 of 307 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI Leadership Equity Fund-Growth-Growth option has delivered a CAGR of 12.32% — +11.56 pp ahead of the Growth category average of 0.76%. The fund ranks #77 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI Leadership Equity Fund-Growth-Growth option has delivered a CAGR of 16.27% — +16.25 pp ahead of the Growth category average of 0.02%. The fund ranks #18 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in UTI Leadership Equity Fund-Growth-Growth option exactly 10 years ago would be worth approximately ₹239,305 today — a multiplier of 2.39×, based on the 10-year CAGR of 9.12%. 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-Growth-Growth option over the last 5 years — total invested ₹600,000 — would be worth ₹906,702 today. That's an XIRR (money-weighted annualised return) of 16.53%.

A ₹10,000 monthly SIP for 10 years in UTI Leadership Equity Fund-Growth-Growth option = ₹1,200,000 invested. It would currently be worth ₹2,491,324 (multiplier 2.08×). XIRR: 13.98%. 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-Growth-Growth option ranks #18 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 16.27%.

The worst peak-to-trough decline UTI Leadership Equity Fund-Growth-Growth option has experienced over the last 5-year window is 22.05% — its NAV fell from a high on 03 Mar 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-Growth-Growth option averaged 9.51% (best 17.46%, worst -2.72%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.71 — reasonable risk-adjusted performance.

In calendar year 2017, UTI Leadership Equity Fund-Growth-Growth option returned 37.11% — beating the Growth category average of 29.57% by 7.54 pp. It ranked #22 of 65 in its category that year.

UTI Leadership Equity Fund-Growth-Growth 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-Growth-Growth 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: 22.1%. 5-year CAGR: 16.27%.

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