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Close Ended Schemes ( Income/Debt Oriented Schemes - Other Debt Scheme ) Mutual Funds in India
Quantitative risk-adjusted comparison across 5 AMFI-registered Close Ended Schemes ( Income/Debt Oriented Schemes - Other Debt Scheme ) schemes. Category Median 3Y CAGR: +6.05% p.a. • Category Median 3Y Sortino: -2.51.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | UTI Annual Interval Fund - I - Direct Plan - Dividend Option (AMFI 123663) | UTI Mutual Fund | Direct Plan | +1.70% | -1.18 | -4.13% |
| #2 | UTI Annual Interval Fund - I - Regular Plan - IDCW (AMFI 106186) | UTI Mutual Fund | Regular Plan | +1.50% | -1.19 | -4.26% |
| #3 | UTI Annual Interval Fund - I - Direct Plan - Growth Option (AMFI 123646) | UTI Mutual Fund | Direct Plan | +6.13% | -2.51 | -0.03% |
| #4 | UTI Annual Interval Fund - I - ( Instn Growth Option ) (AMFI 106185) | UTI Mutual Fund | Regular Plan | +6.11% | -2.58 | -0.03% |
| #5 | UTI Annual Interval Fund - I - Regular Plan - Growth Option (AMFI 106183) | UTI Mutual Fund | Regular Plan | +6.05% | -2.94 | -0.03% |
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