UTI Mid Cap Fund
Direct · Growth ₹331.88
24 Apr 2026
NAV
18.8%
3Y CAGR
17.6%
5Y CAGR
18.1%
10Y CAGR
18.7%
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.
4.07
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 | ₹12.94 L | 24.9% | -49.8% | 149.1% |
| 3 Years | ₹36.00 L | ₹46.92 L | 18.0% | -22.2% | 45.0% |
| 5 Years | ₹60.00 L | ₹93.60 L | 17.0% | -9.9% | 31.8% |
| 10 Years | ₹1.20 Cr | ₹3.00 Cr | 17.8% | 14.0% | 21.2% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 24.9% | 8.3% | +16.6% |
| 3 Years | 18.0% | 23.1% | -5.0% |
| 5 Years | 17.0% | 19.5% | -2.6% |
| 10 Years | 17.8% | 17.6% | +0.2% |