FundLens
35
Multi CapAvoid

UTI Multi Cap

UTI · Direct–Growth · rank #28 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
6.5%
+3.4% vs index
3 Years
10.5%
-1.0% vs index
5 Years
Since launch
7.1%

Year-by-year performance

last entry = YTD
2015
+0.3%
2016
+0.8%
2017
+35.2%
2018
-2.3%

Why this score

UTI Multi Cap scores 35/100 — #28 of 32 Multi Cap fund (Avoid). It stands out for volatility and expense ratio — beating 89% of peers on volatility. The main drag is its 3y return (better than only 7% of peers).

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

3Y return10.53% · 7th percentile in category
Volatility13.64 · 89th percentile in category
Sharpe ratio0.25 · 18th percentile in category
Expense ratio0.81% · 81st percentile in category
Sortino ratio0.34 · 19th percentile in category
Fund size2130.93 Cr · 30th percentile in category

Top holdings

top 5 = 18.6% of portfolio
1.ICICI Bank Ltd5.39%
2.HDFC Bank Ltd4.92%
3.Kotak Mahindra Bank Ltd3.75%
4.Swiggy Ltd.2.41%
5.Reliance Industries Ltd2.09%

73 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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