45
Index — Factor / Smart BetaHold
UTI Nifty Midcap 150 Quality 50 Index
UTI · Direct–Growth · rank #34 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-6.5%
-0.6% vs index
3 Years
6.8%
-2.4% vs index
5 Years
—
Since launch
7.2%
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
-5.1%+1.9% vs index
Why this score
UTI Nifty Midcap 150 Quality 50 Index scores 45/100 — #34 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and sortino ratio — beating 68% 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 return6.80% · 22nd percentile in category
Sharpe ratio0.02 · 68th percentile in category
Expense ratio0.69% · 33rd percentile in category
Sortino ratio0.03 · 68th percentile in category
Fund size249.13 Cr · 68th percentile in category
Volatility15.62 · 38th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd4.56%
2.Colgate-Palmolive (India) Ltd4.3%
3.BSE Ltd4.24%
4.Hero Motocorp Ltd3.9%
5.Marico Ltd3.61%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.