MonitorDirect · Growth
UTI Nifty Midcap 150 Index Fund
- NAV
- 10.7337
- 15 Sept 2026
- 1Y
- +3.3%
- Trailing CAGR
- AUM
- ₹75.54 Cr
- 31 Aug 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+3.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+2.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +2.9%
- Calendar-day CAGR
- Excess 1Y
- +2.0%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 15 days
- 20 recovered episodes
- Longest recovery
- 102 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
16 Dec 2024 – 10 Jun 2025
Trough 28 Feb 2025 · recovered in 102 days
-18.9%
7 Jan 2026 – 7 May 2026
Trough 31 Mar 2026 · recovered in 37 days
-14.0%
17 Jul 2025 – 27 Oct 2025
Trough 29 Aug 2025 · recovered in 59 days
-5.6%
31 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-5.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
30
Vs category
63
Consistency
85
Risk-adjusted
22
Drawdown
53
Mean
50
Portfolio
31 Aug 2026 · 151 holdings · top 10 are 18.0%.
- Top 5
- 10.7%
- Top 10
- 18.0%
- Largest holding
- 3.1%
- Effective holdings
- 102.1
BSE Ltd
Financial
3.1%
The Federal Bank Ltd
Financial
2.0%
Multi Commodity Exchange Of India Ltd
Financial
2.0%
Laurus Labs Ltd
Healthcare
1.7%
One 97 Communications Ltd
Industrials
1.7%
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
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 85% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Axis Nifty Midcap 50 Index Fund
Axis Mutual Fund
- 1Y
- +6.6%
- 3Y
- +14.8%
- Vol
- 17.0%
- Max DD
- -20.3%
- Sharpe
- 0.79
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown