FundLens
43
Index — Factor / Smart BetaAvoid

UTI Nifty Midcap 150 Quality 50 Index

UTI · Direct–Growth · rank #35 / 55 Smart Score ke hisaab se

Data updated

UTI Nifty Midcap 150 Quality 50 Index ka score 43/100 hai — 55 mein #35 Index — Factor / Smart Beta fund (Avoid). Mazbooti: Sharpe ratio (category mein 66th percentile) aur fund size (category mein 66th percentile). Kamzori: 3 saal ka return (category mein 22th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
0.3%
-2.4% index ke muqable
3 saal
9.0%
-2.4% index ke muqable
5 saal
Launch se
9.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
28.1%
2024
19.8%
2025
-1.0%
2026
1.1%

Risk metrics

Sharpe ratio
0.16
↑ jitna zyada, utna accha
Sortino ratio
0.22
↑ jitna zyada, utna accha
Std deviation
15.45
↓ jitna kam, utna accha
Alpha
-3.72
↑ 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.