43
Index — Factor / Smart BetaAvoid
UTI Nifty Midcap 150 Quality 50 Index
UTI · Direct–Growth · rank #35 of 55 by Smart Score
Data updated
Trailing returns
1 Year
0.3%
-2.4% vs index
3 Years
9.0%
-2.4% vs index
5 Years
—
Since launch
9.0%
Year-by-year performance
2023
+28.1%+1.6% vs index
2024
+19.8%+4.2% vs index
2025
-1.0%-8.7% vs index
2026
+1.1%+3.0% vs index
Why this score
UTI Nifty Midcap 150 Quality 50 Index scores 43/100 — #35 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for sharpe ratio and fund size — beating 66% of peers on sharpe ratio. The main drag is its 3y return (better than only 22% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return8.96% · 22nd percentile in category
Sharpe ratio0.16 · 66th percentile in category
Alpha-3.72 · 33rd percentile in category
Fund size249.62 Cr · 66th percentile in category
Sortino ratio0.22 · 64th percentile in category
Volatility15.45 · 39th percentile in category
Top holdings
1.Colgate-Palmolive (India) Ltd4.7%
2.BSE Ltd4.64%
3.Dixon Technologies (India) Ltd4.54%
4.Hero Motocorp Ltd3.72%
5.Marico Ltd3.71%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.