UTI Mid Cap Fund - Regular Plan - IDCW

UTI · Mid Cap

High

₹145.00

Current NAV

25 Jun 2026

24.2%

1Y Return

31.2%

3Y CAGR

23.2%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
Very large asset base (AUM: ₹14,970 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.42

Sharpe Ratio

0.72

Beta

-1.08

Alpha

1.59

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