FundLens
47
Index — Factor / Smart BetaHold

UTI Nifty Midcap 150 Quality 50 Index

UTI · Direct–Growth · rank #33 / 57 Smart Score ke hisaab se

Data updated

UTI Nifty Midcap 150 Quality 50 Index ka score 47/100 hai — 57 mein #33 Index — Factor / Smart Beta fund (Hold). Mazbooti: Sharpe ratio (category mein 73th percentile) aur Sortino ratio (category mein 71th percentile). Kamzori: 3 saal ka return (category mein 22th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-8.5%
-0.8% index ke muqable
3 saal
6.3%
-2.5% index ke muqable
5 saal
—
Launch se
6.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
28.1%
2024
19.8%
2025
-1.0%
2026
-7.1%

Risk metrics

Sharpe ratio
0.04
↑ jitna zyada, utna accha
Sortino ratio
0.05
↑ jitna zyada, utna accha
Std deviation
15.58
↓ jitna kam, utna accha
Alpha
-3.71
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.