UTI Nifty Mid Cap 150 Quality 50 Index Fund
Direct · Growth ₹14.31
06 Jul 2026
NAV
14.2%
3Y CAGR
14.2%
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.
3.88
Sharpe
-21.4%
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 | ₹12.56 L | 14.1% | -26.2% | 56.5% |
| 3 Years | ₹36.00 L | ₹41.89 L | 10.0% | -2.4% | 18.4% |
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 | 14.1% | 14.5% | 9.1% | -0.4% |
| 3 Years | 10.0% | 11.2% | 13.0% | -1.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.1% | 10.4% | -8.5% | 45.0% | 0.51 | 1.57 | 79% | — | — |
| 3 Years | 14.2% | 13.9% | 9.4% | 19.6% | 3.88 | — | 100% | — | — |
-21.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
0.66
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.57 | 1.04 | 104.7% | 103.5% | -3.2% | -3.4% |
| 3 Years | +4.43 | 0.92 | 94.5% | 88.0% | 11.1% | 6.7% |
| 5 Years | +1.02 | 0.86 | 85.3% | 81.8% | 8.1% | 7.1% |
| 7 Years | +0.44 | 0.86 | 85.3% | 81.8% | 5.7% | 5.0% |
| 10 Years | +0.02 | 0.86 | 85.3% | 81.8% | 4.0% | 3.5% |
| 12 Years | -0.14 | 0.86 | 85.3% | 81.8% | 3.3% | 2.9% |
| 15 Years | -0.29 | 0.86 | 85.3% | 81.8% | 2.6% | 2.3% |