FundLens
69
Large & Mid CapBuy

UTI Large & Mid Cap

UTI · Direct–Growth · rank #6 / 36 Smart Score ke hisaab se

Data updated

UTI Large & Mid Cap ka score 69/100 hai — 36 mein #6 Large & Mid Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 77th percentile) aur 5 saal ka return (category mein 75th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
-3.0%
+2.8% index ke muqable
3 saal
13.4%
5 saal
12.1%
Launch se
13.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
41.5%
2022
5.3%
2023
35.4%
2024
28.3%
2025
8.4%
2026
-6.5%

Risk metrics

Sharpe ratio
0.56
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
15.56
↓ jitna kam, utna accha
Alpha
2.71
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.