21
InfrastructureAvoid
UTI Infra Gr Dir
UTI · Direct–Growth · rank #19 of 20 by Smart Score
Data updated
Trailing returns
1 Year
0.5%
+2.6% vs index
3 Years
12.4%
+2.6% vs index
5 Years
13.0%
+3.5% vs index
Since launch
12.3%
Year-by-year performance
2021
+39.8%+9.1% vs index
2022
+9.2%+5.4% vs index
2023
+38.7%+12.1% vs index
2024
+18.9%+3.3% vs index
2025
+4.7%-3.0% vs index
2026
-0.4%+3.2% vs index
Why this score
UTI Infra Gr Dir scores 21/100 — #19 of 20 Infrastructure fund (Avoid). It stands out for volatility — beating 82% of peers on volatility. The main drag is its 3y return (better than only 8% of peers).
Each bar shows the fund's percentile vs Infrastructure peers — a longer bar beats more of the category.
3Y return12.45% · 8th percentile in category
5Y return12.97% · 8th percentile in category
Sharpe ratio0.37 · 8th percentile in category
Expense ratio1.90% · 8th percentile in category
Sortino ratio0.50 · 10th percentile in category
Volatility15.93 · 82nd percentile in category
Top holdings
1.Bharti Airtel Ltd12.73%
2.Larsen & Toubro Ltd9.11%
3.Reliance Industries Ltd8.49%
4.Ultratech Cement Ltd4.26%
5.Adani Ports and Special Economic Zone Ltd4.15%
65 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.