35
Index — Mid CapAvoid
UTI Nifty Midcap 150 Index
UTI · Direct–Growth · rank #14 of 24 by Smart Score
Data updated
Trailing returns
1 Year
9.6%
-0.4% vs index
3 Years
—
5 Years
—
Since launch
5.0%
Year-by-year performance
2025
+5.4%-0.4% vs index
2026
+4.2%-0.2% vs index
Why this score
UTI Nifty Midcap 150 Index scores 35/100 — #14 of 24 Index — Mid Cap fund (Avoid). It stands out for alpha — beating 79% 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.
Sharpe ratio-0.08 · 26th percentile in category
Alpha-2.04 · 79th percentile in category
Expense ratio0.66% · 25th percentile in category
Sortino ratio-0.11 · 26th percentile in category
Volatility17.24 · 32nd percentile in category
Fund size75.54 Cr · 31st percentile in category
Top holdings
1.BSE Ltd3.56%
2.The Federal Bank Ltd2.12%
3.Laurus Labs Ltd1.69%
4.Hero Motocorp Ltd1.67%
5.Multi Commodity Exchange Of India Ltd1.64%
150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.