47
Index — Factor / Smart BetaHold
UTI Nifty Midcap 150 Quality 50 Index
UTI · Direct–Growth · rank #35 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-4.1%
-2.0% vs index
3 Years
8.2%
-1.7% vs index
5 Years
—
Since launch
8.5%
Year-by-year performance
2023
+28.1%+1.6% vs index
2024
+19.8%+4.2% vs index
2025
-1.0%-8.7% vs index
2026
-0.4%+3.2% vs index
Why this score
UTI Nifty Midcap 150 Quality 50 Index scores 47/100 — #35 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and sortino ratio — beating 70% of peers on sharpe ratio. The main drag is its 3y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return8.17% · 28th percentile in category
Sharpe ratio0.11 · 70th percentile in category
Sortino ratio0.15 · 70th percentile in category
Fund size270.42 Cr · 66th percentile in category
Volatility15.46 · 39th percentile in category
1Y return-4.11% · 34th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd4.76%
2.Colgate-Palmolive (India) Ltd4.26%
3.BSE Ltd4.14%
4.Hero Motocorp Ltd3.74%
5.Marico Ltd3.47%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.