FundLens
21
InfrastructureAvoid

UTI Infra

UTI · Direct–Growth · rank #19 of 20 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-3.2%
+1.5% vs index
3 Years
11.0%
+1.7% vs index
5 Years
11.9%
+4.0% vs index
Since launch
11.9%

Year-by-year performance

last entry = YTD
2021
+39.8%
2022
+9.2%
2023
+38.7%
2024
+18.9%
2025
+4.7%
2026
-3.5%

Why this score

UTI Infra scores 21/100 — #19 of 20 Infrastructure fund (Avoid). 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 return11.92% · 8th percentile in category
3Y return11.03% · 14th percentile in category
Sharpe ratio0.28 · 8th percentile in category
Expense ratio2.01% · 8th percentile in category
Alpha0.10 · 8th percentile in category
Sortino ratio0.38 · 10th percentile in category

Top holdings

top 5 = 39.6% of portfolio
1.Bharti Airtel Ltd13.01%
2.Larsen & Toubro Ltd8.82%
3.Reliance Industries Ltd8.6%
4.Adani Ports and Special Economic Zone Ltd4.88%
5.Ultratech Cement Ltd4.24%

64 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Infrastructure funds