Index — Mid CapAvoid

UTI Nifty Midcap 150 Index

UTI · Direct–Growth · rank #14 of 23 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

5.4%

-0.4% vs index

3 Years

—

5 Years

—

Since launch

5.4%

Year-by-year performance

last entry = YTD

2025

+5.4%-0.4% vs index

2026

+4.1%-0.2% vs index

Why this score

UTI Nifty Midcap 150 Index scores 35/100 — #14 of 23 Index — Mid Cap fund (Avoid). It stands out for alpha — beating 85% of peers on alpha. The main drag is its sharpe ratio (better than only 26% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

Alpha-2.21 · 85th percentile in category

Sharpe ratio-0.06 · 26th percentile in category

Expense ratio0.65% · 20th percentile in category

Sortino ratio-0.09 · 26th percentile in category

Volatility17.77 · 32nd percentile in category

Fund size72.17 Cr · 28th percentile in category

Other Index — Mid Cap funds

Motilal Oswal Nifty Midcap 150 Index Dir

3Y 19.4%

Axis Nifty Midcap 50 Index

3Y 20.1%

ABSL Nifty Midcap 150 Index

3Y 19.3%

Tata Nifty Midcap 150 Index

3Y —