22
InfrastructureAvoid
UTI Infra Gr Dir
UTI · Direct–Growth · rank #19 of 20 by Smart Score
Data updated
Trailing returns
1 Year
4.3%
+1.2% vs index
3 Years
14.1%
+2.5% vs index
5 Years
13.5%
+3.2% vs index
Since launch
12.4%
Year-by-year performance
2021
+39.8%+9.1% vs index
2022
+9.2%+5.4% vs index
2023
+38.7%+12.1% vs index
2024
+18.9%+3.3% vs index
2025
+4.7%-3.0% vs index
2026
+0.6%+2.6% vs index
Why this score
UTI Infra Gr Dir scores 22/100 — #19 of 20 Infrastructure fund (Avoid). It stands out for volatility — beating 82% of peers on volatility. The main drag is its 5y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
5Y return13.52% · 8th percentile in category
3Y return14.08% · 14th percentile in category
Sharpe ratio0.46 · 8th percentile in category
Expense ratio1.89% · 8th percentile in category
Sortino ratio0.61 · 10th percentile in category
Volatility15.90 · 82nd percentile in category
Top holdings
1.Bharti Airtel Ltd13.6%
2.Larsen & Toubro Ltd8.71%
3.Reliance Industries Ltd8.16%
4.Ultratech Cement Ltd4.34%
5.Interglobe Aviation Ltd4.23%
66 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.