35
Index — Mid CapAvoid
UTI Nifty Midcap 150 Index
UTI · Direct–Growth · rank #16 of 24 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
4.2%
Year-by-year performance
2025
+5.4%-0.4% vs index
2026
+3.0%-0.2% vs index
Why this score
UTI Nifty Midcap 150 Index scores 35/100 — #16 of 24 Index — Mid Cap fund (Avoid). It stands out for alpha — beating 79% of peers on alpha. The main drag is its sharpe ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.13 · 26th percentile in category
Alpha-2.01 · 79th percentile in category
Expense ratio0.66% · 28th percentile in category
Sortino ratio-0.18 · 26th percentile in category
Fund size79.27 Cr · 27th percentile in category
Volatility17.20 · 32nd percentile in category
Top holdings
1.BSE Ltd3.12%
2.The Federal Bank Ltd2.04%
3.Multi Commodity Exchange Of India Ltd2.02%
4.Laurus Labs Ltd1.73%
5.One 97 Communications Ltd1.68%
150 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.