UTI Nifty Mid Cap 150 Quality 50 Index Fund
Direct · Growth ₹14.69
18 Aug 2026
NAV
14.0%
3Y CAGR
13.9%
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.
3.67
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.
0.59%
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 | 14.0% | -26.2% | 56.5% |
| 3 Years | ₹36.00 L | ₹41.68 L | 9.8% | -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 | 14.0% | 14.4% | 9.4% | -0.5% |
| 3 Years | 9.8% | 11.1% | 12.3% | -1.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.8% | 9.9% | -8.5% | 45.0% | 0.49 | 1.50 | 79% | — | — |
| 3 Years | 14.0% | 13.7% | 9.4% | 19.6% | 3.67 | — | 100% | — | — |
-21.4%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.64
1Y
0.65
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.83 | 1.01 | 103.5% | 95.3% | 2.8% | -2.9% |
| 3 Years | +3.61 | 0.93 | 94.5% | 89.1% | 11.3% | 7.8% |
| 5 Years | +1.56 | 0.86 | 85.4% | 81.1% | 8.5% | 7.1% |
| 7 Years | +0.82 | 0.86 | 85.4% | 81.1% | 6.0% | 5.0% |
| 10 Years | +0.28 | 0.86 | 85.4% | 81.1% | 4.2% | 3.5% |
| 12 Years | +0.07 | 0.86 | 85.4% | 81.1% | 3.5% | 2.9% |
| 15 Years | -0.13 | 0.86 | 85.4% | 81.1% | 2.8% | 2.3% |