FundLens
67
Large & Mid CapBuy

UTI Large & Mid Cap

UTI · Direct–Growth · rank #7 / 36 Smart Score ke hisaab se

Data updated

UTI Large & Mid Cap ka score 67/100 hai — 36 mein #7 Large & Mid Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 75th percentile) aur 5 saal ka return (category mein 71th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
6.3%
+1.1% index ke muqable
3 saal
15.9%
5 saal
14.6%
Launch se
14.4%

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
-0.9%

Risk metrics

Sharpe ratio
0.74
↑ jitna zyada, utna accha
Sortino ratio
0.94
↑ jitna zyada, utna accha
Std deviation
15.08
↓ jitna kam, utna accha
Alpha
2.49
↑ 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.