UTI Nifty Mid Cap 150 ETF
Direct · Growth ₹210.53
26 Oct 2026
NAV
14.3%
3Y CAGR
13.6%
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.
6.50
Sharpe
-21.0%
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.
0.28%
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 | ₹12.58 L | 10.8% | -25.3% | 58.0% |
| 3 Years | ₹36.00 L | ₹41.23 L | 8.8% | 1.0% | 12.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.8% | 9.3% |
| 3 Years | 8.8% | 13.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.8% | 7.8% | -5.9% | 50.7% | 0.40 | 1.56 | 89% | — | — |
| 3 Years | 14.3% | 14.1% | 12.5% | 16.7% | 6.50 | — | 100% | — | — |
-21.0%
Max Drawdown
5 mo
Drawdown Duration
9 mo
Recovery Time
-4.2%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.68
3Y