FundLens
69
Large & Mid CapBuy

UTI Large & Mid Cap

UTI · Direct–Growth · rank #5 / 34 Smart Score ke hisaab se

Data updated

UTI Large & Mid Cap ka score 69/100 hai — 34 mein #5 Large & Mid Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 79th percentile) aur Sharpe ratio (category mein 86th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
1.6%
+0.6% index ke muqable
3 saal
16.9%
5 saal
15.3%
Launch se
14.5%

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
-2.3%

Risk metrics

Sharpe ratio
0.89
↑ jitna zyada, utna accha
Sortino ratio
1.04
↑ jitna zyada, utna accha
Std deviation
15.53
↓ jitna kam, utna accha
Alpha
3.09
↑ jitna zyada, utna accha
Beta
0.93
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.