Uti Nifty Midcap 150 Quality 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 99
Rating
Growth Option 13-03-2026
NAV ₹12.59(R) -2.38% ₹12.82(D) -2.38%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.7% 11.74% -% -% -%
Direct 4.18% 12.25% -% -% -%
Benchmark
SIP (XIRR) Regular -15.23% 0.99% -% -% -%
Direct -14.82% 1.48% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.52 0.25 0.45 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.77% -17.88% -21.03% - 11.05%
Fund AUM As on: 30/12/2025 258 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI PRUDENTIAL NASDAQ 100 INDEX FUND 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option 12.59
-0.3100
-2.3800%
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option 12.82
-0.3100
-2.3800%

Review Date: 13-03-2026

Beginning of Analysis

In the Index Funds category, UTI NIFTY MIDCAP 150 QUALITY 50 INDEX FUND is the 85th ranked fund. The category has total 90 funds. The 1 star rating shows a very poor past performance of the UTI NIFTY MIDCAP 150 QUALITY 50 INDEX FUND in Index Funds. The fund has a Sharpe Ratio of 0.52 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

UTI NIFTY MIDCAP 150 QUALITY 50 INDEX FUND Return Analysis

  • The fund has given a return of -6.97%, -9.98 and -12.23 in last one, three and six months respectively. In the same period the category average return was -7.3%, -8.48% and -6.65% respectively.
  • UTI NIFTY MIDCAP 150 QUALITY 50 INDEX FUND has given a return of 4.18% in last one year. In the same period the Index Funds category average return was 7.84%.
  • The fund has given a return of 12.25% in last three years and ranked 55.0th out of one hundred and two funds in the category. In the same period the Index Funds category average return was 14.84%.
  • The fund has given a SIP return of -14.82% in last one year whereas category average SIP return is -8.26%. The fund one year return rank in the category is 171st in 200 funds
  • The fund has SIP return of 1.48% in last three years and ranks 90th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (22.71%) in the category in last three years.

UTI NIFTY MIDCAP 150 QUALITY 50 INDEX FUND Risk Analysis

  • The fund has a standard deviation of 14.77 and semi deviation of 11.05. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -17.88 and a maximum drawdown of -21.03. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.01
    -7.40
    		-14.39 | 2.82 77 | 241 Good
    3M Return % -10.08
    -8.63
    		-24.12 | 4.91 153 | 239 Average
    6M Return % -12.43
    -6.90
    		-25.73 | 18.69 199 | 232 Poor
    1Y Return % 3.70
    7.31
    		-18.51 | 51.00 163 | 203 Poor
    3Y Return % 11.74
    14.32
    		1.04 | 31.65 55 | 102 Average
    1Y SIP Return % -15.23
    -8.78
    		-36.17 | 23.17 168 | 198 Poor
    3Y SIP Return % 0.99
    5.36
    		-10.85 | 22.15 92 | 98 Poor
    Standard Deviation 14.77
    12.06
    		0.60 | 22.45 67 | 102 Average
    Semi Deviation 11.05
    8.86
    		0.37 | 16.91 66 | 102 Average
    Max Drawdown % -21.03
    -15.82
    		-29.16 | 0.00 73 | 102 Average
    VaR 1 Y % -17.88
    -15.41
    		-34.57 | 0.00 66 | 102 Average
    Average Drawdown % -7.62
    -5.73
    		-14.55 | 0.00 84 | 102 Poor
    Sharpe Ratio 0.52
    1.00
    		-0.17 | 2.42 98 | 102 Poor
    Sterling Ratio 0.45
    0.66
    		0.05 | 1.48 100 | 102 Poor
    Sortino Ratio 0.25
    0.59
    		-0.02 | 2.60 100 | 102 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.97 -7.30 -14.35 | 2.87 81 | 249 Good
    3M Return % -9.98 -8.48 -24.00 | 5.08 160 | 246 Average
    6M Return % -12.23 -6.65 -25.50 | 18.96 204 | 238 Poor
    1Y Return % 4.18 7.84 -17.98 | 51.99 165 | 205 Poor
    3Y Return % 12.25 14.84 1.56 | 32.25 55 | 102 Average
    1Y SIP Return % -14.82 -8.26 -35.73 | 23.77 171 | 200 Poor
    3Y SIP Return % 1.48 5.88 -10.36 | 22.71 90 | 99 Poor
    Standard Deviation 14.77 12.06 0.60 | 22.45 67 | 102 Average
    Semi Deviation 11.05 8.86 0.37 | 16.91 66 | 102 Average
    Max Drawdown % -21.03 -15.82 -29.16 | 0.00 73 | 102 Average
    VaR 1 Y % -17.88 -15.41 -34.57 | 0.00 66 | 102 Average
    Average Drawdown % -7.62 -5.73 -14.55 | 0.00 84 | 102 Poor
    Sharpe Ratio 0.52 1.00 -0.17 | 2.42 98 | 102 Poor
    Sterling Ratio 0.45 0.66 0.05 | 1.48 100 | 102 Poor
    Sortino Ratio 0.25 0.59 -0.02 | 2.60 100 | 102 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Uti Nifty Midcap 150 Quality 50 Index Fund NAV Regular Growth Uti Nifty Midcap 150 Quality 50 Index Fund NAV Direct Growth
    13-03-2026 12.5943 12.8228
    12-03-2026 12.9014 13.1353
    11-03-2026 12.9337 13.168
    10-03-2026 13.1521 13.3902
    09-03-2026 12.9389 13.173
    06-03-2026 13.1988 13.4371
    05-03-2026 13.2475 13.4865
    04-03-2026 13.1291 13.3658
    02-03-2026 13.4343 13.6762
    27-02-2026 13.6466 13.8917
    26-02-2026 13.7356 13.9822
    25-02-2026 13.7035 13.9493
    24-02-2026 13.5607 13.8039
    23-02-2026 13.6436 13.8881
    20-02-2026 13.6386 13.8824
    19-02-2026 13.574 13.8165
    18-02-2026 13.7684 14.0141
    17-02-2026 13.6838 13.9279
    16-02-2026 13.5968 13.8392
    13-02-2026 13.5432 13.7841

    Fund Launch Date: 11/Apr/2022
    Fund Category: Index Funds
    Investment Objective: Capitalization.
    Fund Description: An open-ended scheme replicating/tracking Nifty Midcap 150 Quality 50 Total Return Index
    Fund Benchmark: Nifty Midcap 150 Quality 50
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.