FundLens
19
Mid CapAvoid

UTI Midcap

UTI · Direct–Growth · rank #30 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
-0.5%
-0.2% vs index
3 Years
10.4%
-2.8% vs index
5 Years
10.1%
-2.9% vs index
Since launch
17.5%

Year-by-year performance

last entry = YTD
2025
+5.4%
2026
-2.3%

Why this score

UTI Midcap scores 19/100 — #30 of 34 Mid Cap fund (Avoid). The main drag is its 5y return (better than only 10% of peers).

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

5Y return10.07% · 10th percentile in category
3Y return10.44% · 15th percentile in category
Sharpe ratio-0.31 · 2nd percentile in category
Sortino ratio-0.42 · 5th percentile in category
Expense ratio1.26% · 17th percentile in category
Alpha-1.89 · 18th percentile in category

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