Rolling Returns
UTI Asset Management Company Ltd.
Every 3-year stretch UTIAMC has been through — 35 of them, each starting a month after the last. The median returned 13.8% a year, the worst 2.1%, the best 30.4%. A single headline CAGR hides all of that.
Every Holding Period
A rolling window is every possible start date, not one. A five-year window starting in January is a different investment from one starting in February, and over twenty years there are a couple of hundred of them. What follows is the full spread of what each holding period actually produced.
Across 59 separate 1-year holding periods, the median returned 10.1% a year. The worst lost 33.3% a year and the best made 114.6%.
Worst start: March 2022 — -33.3% a year for the 1 years that followed.
Best start: October 2020 — 114.6% a year.
Against the Nifty 50: UTIAMC came out ahead in 54.2% of the 59 windows both series cover.
Across 35 separate 3-year holding periods, the median returned 13.8% a year. Not one of them ended in a loss — the weakest still compounded at 2.1% a year.
Worst start: August 2021 — 2.1% a year for the 3 years that followed.
Best start: June 2022 — 30.4% a year.
Against the Nifty 50: UTIAMC came out ahead in 71.4% of the 35 windows both series cover.
Windows step forward one month at a time and are measured on month-end adjusted closing prices, so dividends are treated as reinvested. Overlapping windows share months by construction — that is what makes the spread a description of this stock's history rather than a sample of independent trials.
Against The Index
Beating an index once is a result. Beating it across most of the periods an investor could have picked is a pattern. Over 3-year windows, UTIAMC finished ahead of the Nifty 50 in 71.4% of the 35 periods both series cover.
1-year windows
Ahead in 54.2% of 59 periods.
3-year windows
Ahead in 71.4% of 35 periods.
Each window is compared against the index over the identical calendar months, on the same adjusted basis — not against an assumed rate of return.
How This Is Calculated
Windows step forward one month at a time, so they share most of their months with each other. That is what makes this a description of UTIAMC's actual history rather than a set of independent trials — and why the spread should not be read as a probability.
Measured on month-end closing prices adjusted for dividends and splits, so dividends count as reinvested. A window that opened or closed mid-month would differ a little in either direction.
UTIAMCis in today's Nifty 500 universe. Companies that delisted or collapsed are not on this site at all, so the worst outcome shown here is the worst among the survivors.
Measured on data to 2026-08-31, from 2020-10-01. Full definitions are on our methodology page.
HELP CENTER
Everything you need to know about this page and the data presented.
Over 3 years, UTI Asset Management Company Ltd. has been through 35 separate 3 years holding periods — one starting every month. The median returned 13.8% a year, the worst 2.1% and the best 30.4%. A rolling return measures every possible start date instead of one, which is why it answers a question a single headline CAGR cannot: how much the outcome depended on when you happened to buy.
No — not in any of the 35 3 years periods the record covers. The weakest of them still compounded at 2.1% a year. That is a statement about the past, not a guarantee about any future 3 years, and it is measured only over the years UTI Asset Management Company Ltd. has been listed.
On this record, yes. 1 year outcomes ranged from -33.3% to 114.6% a year — a spread of 147.9%. 3 years outcomes ranged from 2.1% to 30.4%, a spread of 28.3%. Longer holding periods narrowed the range of results, which is the usual pattern and the reason this page publishes every window rather than one. Narrowing the range is not the same as removing the risk.
In 71.4% of the 35 3 years periods both series cover. Each window is compared against the index over the identical months, not against an assumed index return, so the comparison is a like-for-like record rather than a model.
Windows step forward one month at a time on month-end closing prices adjusted for dividends and stock splits, so dividends are treated as reinvested. A window length is only published once there are at least twelve complete windows behind it — fewer than that describes an anecdote, not a distribution. Overlapping windows share months by construction, which is what makes this a description of the actual history of UTI Asset Management Company Ltd. rather than a sample of independent trials. Companies that delisted are not on this site at all, a survivorship bias worth holding in mind.
That is not a question this page answers, and we do not make recommendations. What it can show you is the full range of what every holding period in the listed history of UTI Asset Management Company Ltd. actually produced — including the worst ones, which most performance figures leave out. Those are records of what happened, not forecasts. A stock that never had a losing decade may still have one, and holding a single company is a materially different risk from holding an index.
Explore Further
UTIAMC drawdowns and all-time high
The worst fall on record, how long recovery took, and how far the price sits below its peak.
UTIAMC SIP returns
What a monthly investment would have produced, backtested rather than assumed.
UTIAMC overview
Price history, wealth journey and how it compares with the index.
Rolling returns for every stock
Run the same question against any company we track.
ReturnScreener is an educational research platform and is not a SEBI-registered investment adviser. Everything on this page is a record of what historical prices did, not a projection and not a recommendation. Past performance does not guarantee future returns. See our methodology and disclaimer.