36
Multi CapAvoid
UTI Multi Cap
UTI · Direct–Growth · rank #27 of 32 by Smart Score
Data updated
Trailing returns
1 Year
2.0%
+4.1% vs index
3 Years
10.5%
+0.7% vs index
5 Years
—
Since launch
6.3%
Year-by-year performance
2015
+0.3%—
2016
+0.8%—
2017
+35.2%—
2018
-2.3%—
Why this score
UTI Multi Cap scores 36/100 — #27 of 32 Multi Cap fund (Avoid). It stands out for volatility and expense ratio — beating 89% of peers on volatility. The main drag is its 3y return (better than only 11% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
3Y return10.53% · 11th percentile in category
Volatility13.64 · 89th percentile in category
Sharpe ratio0.25 · 21st percentile in category
Sortino ratio0.34 · 22nd percentile in category
Expense ratio0.83% · 73rd percentile in category
Fund size2177.65 Cr · 27th percentile in category
Top holdings
1.ICICI Bank Ltd5.34%
2.HDFC Bank Ltd4.56%
3.Kotak Mahindra Bank Ltd3.95%
4.Axis Bank Ltd2.69%
5.Swiggy Ltd.2.68%
69 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.