MonitorDirect · Growth
UTI Nifty Midcap 150 Exchange Traded Fund
UTI Mutual FundExchange Traded Funds (ETFs) - Equity ETF3 years
- NAV
- 226.1515
- 15 Sept 2026
- 1Y
- +3.7%
- Trailing CAGR
- AUM
- ₹13.48 Cr
- 30 Jun 2026
- Volatility
- High
- 17.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.7%
- 3Y+14.1%
- 5Yn/a
- 10Yn/a
- SI+15.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.0%
- 3Y+8.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +15.0%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 33
- Vs comparable share classes
- Worst rolling 3Y
- +14.1%
- 10 daily-ending windows
- Median rolling 3Y
- +15.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +8.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 38 recovered episodes
- Longest recovery
- 262 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
24 Sept 2024 – 17 Nov 2025
Trough 28 Feb 2025 · recovered in 262 days
-21.0%
7 Jan 2026 – 7 May 2026
Trough 30 Mar 2026 · recovered in 38 days
-14.0%
11 Sept 2023 – 16 Nov 2023
Trough 26 Oct 2023 · recovered in 21 days
-7.8%
3 Jun 2024 – 10 Jun 2024
Trough 4 Jun 2024 · recovered in 6 days
-7.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
48
Consistency
29
Risk-adjusted
55
Drawdown
48
Mean
43
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 58% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +11.5%
- 3Y
- +19.1%
- Vol
- 14.9%
- Max DD
- -18.3%
- Sharpe
- 0.64
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- +1.4%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.43
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset BSE Sensex ETF
Mirae Asset Mutual Fund
- 1Y
- -8.6%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -16.0%
- Sharpe
- 0.07
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset Nifty India Manufacturing ETF
Mirae Asset Mutual Fund
- 1Y
- +4.2%
- 3Y
- +16.2%
- Vol
- 15.5%
- Max DD
- -23.2%
- Sharpe
- 0.74
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Mirae Asset Nifty50 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- -1.0%
- 3Y
- n/a
- Vol
- 12.7%
- Max DD
- -12.4%
- Sharpe
- -0.14
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns