42
Index — Mid CapAvoid
UTI Nifty Midcap 150 Index
UTI · Direct–Growth · rank #14 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-1.2%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
0.6%
Year-by-year performance
2025
+5.4%-0.4% vs index
2026
-3.4%-0.2% vs index
Why this score
UTI Nifty Midcap 150 Index scores 42/100 — #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 32% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Alpha-1.87 · 79th percentile in category
Sharpe ratio-0.34 · 32nd percentile in category
Expense ratio0.66% · 27th percentile in category
Fund size75.94 Cr · 27th percentile in category
Sortino ratio-0.46 · 32nd percentile in category
1Y return-1.17% · 26th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd2.08%
2.The Federal Bank Ltd1.93%
3.Laurus Labs Ltd1.9%
4.One 97 Communications Ltd1.78%
5.Hero Motocorp Ltd1.68%
149 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.