UTI Nifty Mid Cap 150 Index Fund
Direct · Growth ₹11.21
18 Aug 2026
NAV
8.7%
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.
0.43
Sharpe
-18.9%
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.
0.68%
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 | 8.5% | -18.6% | 21.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 8.5% | 14.4% | 9.4% | -5.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.7% | 8.0% | -0.4% | 21.1% | 0.43 | 1.09 | 99% | — | — |
-18.9%
Max Drawdown
2 mo
Drawdown Duration
3 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.46 | 1.07 | 109.4% | 92.1% | 9.9% | -2.9% |
| 3 Years | +3.94 | 1.09 | 112.3% | 103.2% | 2.9% | -0.4% |
| 5 Years | +2.58 | 1.09 | 112.3% | 103.2% | 1.7% | -0.3% |
| 7 Years | +2.01 | 1.09 | 112.3% | 103.2% | 1.2% | -0.2% |
| 10 Years | +1.58 | 1.09 | 112.3% | 103.2% | 0.9% | -0.1% |
| 12 Years | +1.41 | 1.09 | 112.3% | 103.2% | 0.7% | -0.1% |
| 15 Years | +1.25 | 1.09 | 112.3% | 103.2% | 0.6% | -0.1% |