44
Index — Factor / Smart BetaAvoid
UTI Nifty Midcap 150 Quality 50 Index
UTI · Direct–Growth · rank #32 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-3.1%
-3.9% vs index
3 Years
11.2%
-1.0% vs index
5 Years
—
Since launch
9.2%
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
+0.9%+2.6% vs index
Why this score
UTI Nifty Midcap 150 Quality 50 Index scores 44/100 — #32 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for sharpe ratio and fund size — beating 62% of peers on sharpe ratio. The main drag is its 3y return (better than only 34% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return11.17% · 34th percentile in category
Expense ratio0.58% · 15th percentile in category
1Y return-3.15% · 8th percentile in category
Sharpe ratio0.30 · 62nd percentile in category
Fund size244.72 Cr · 66th percentile in category
Sortino ratio0.41 · 62nd percentile in category