UTI Mid Cap Fund
Direct · Growth ₹345.07
18 Jun 2026
NAV
18.7%
3Y CAGR
17.6%
5Y CAGR
18.0%
10Y CAGR
18.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.03
Sharpe
-40.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.90 L | 24.6% | -49.8% | 149.1% |
| 3 Years | ₹36.00 L | ₹46.79 L | 17.9% | -22.2% | 45.0% |
| 5 Years | ₹60.00 L | ₹93.24 L | 16.9% | -9.9% | 31.8% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 17.3% | 0.8% | 26.1% |
| 10 Years | ₹1.20 Cr | ₹3.00 Cr | 17.7% | 14.0% | 21.2% |
| 12 Years | ₹1.44 Cr | ₹4.33 Cr | 17.2% | 14.0% | 20.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.6% | 22.1% | 21.9% | +2.5% |
| 3 Years | 17.9% | 17.4% | 20.1% | +0.5% |
| 5 Years | 16.9% | 16.5% | 19.4% | +0.4% |
| 7 Years | 17.3% | 16.7% | 19.2% | +0.6% |
| 10 Years | 17.7% | 16.6% | 19.4% | +1.1% |
| 12 Years | 17.2% | 16.3% | 18.9% | +0.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.4% | 16.2% | -28.6% | 127.4% | 0.57 | 2.44 | 82% | — | — |
| 3 Years | 18.7% | 18.8% | -8.2% | 46.5% | 1.15 | 5.48 | 96% | — | — |
| 5 Years | 17.6% | 16.6% | -1.1% | 32.1% | 1.49 | 12.69 | 100% | — | — |
| 10 Years | 18.0% | 17.9% | 13.0% | 23.7% | 4.03 | — | 100% | — | — |
-40.7%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-7.3%
Avg Drawdown
Calmar Ratio by Duration
0.57
1Y
0.46
3Y
0.43
5Y
0.41
7Y
0.44
10Y
0.49
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -3.67 | 0.91 | 87.4% | 90.6% | 2.5% | 6.2% |
| 3 Years | -3.11 | 0.87 | 85.7% | 87.5% | 15.1% | 20.0% |
| 5 Years | -1.63 | 0.87 | 87.6% | 88.3% | 14.6% | 17.7% |
| 7 Years | +0.03 | 0.89 | 88.8% | 88.0% | 18.9% | 20.4% |
| 10 Years | -1.43 | 0.91 | 90.1% | 90.7% | 15.2% | 17.7% |
| 12 Years | +0.52 | 0.91 | 91.2% | 90.1% | 16.4% | 16.8% |
| 15 Years | +1.72 | 0.91 | 91.3% | 88.9% | 16.1% | 15.2% |