UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund Other Index Funds
Expense Ratio
0.58%
AUM
₹158.66 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-50.48%
Poor
6 Months
-11.29%
Poor
1 Year
-2.38%
Poor
3 Years
+13.21%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 13 quarters
AUM Metrics
Key indicators
Current AUM
₹158.66 Cr
Recent Trend
Growing
Stability Score
26.2
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+15.53%
3Y
3Y CAGR
+280.41%
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.00%
Annualized standard deviation
Sharpe Ratio
0.206
Poor - Risk-adjusted return
Max Drawdown
-21.40%
High - Worst decline
Consistency
48.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.88%
Average daily price movement
Annualized Volatility
14.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance