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MF_120726

UTI Mid Cap Fund-Growth Option- Direct

Equity Scheme - Mid Cap Fund

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End Amount
₹90,104.55
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.22%
MF_120726 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.80%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.99
Volatility vs Benchmark
Sharpe Ratio
0.67
Risk-Adjusted Return
Sortino Ratio
1.01
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 58% 46% 28%
60 days 59% 32% 18%
90 days 60% 27% 14%
180 days 64% 21% 10%
1Yr 72% 15% 9%
3Yr 73% 9% 5%
5Yr 70% 6% 1%
7Yr 99% 4% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI Mid Cap Fund-Growth Option- Direct Nifty 50
30 days -29.9% | -71.0% | 26.0% | 249.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -45.9% | -56.5% | 23.4% | 171.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -28.1% | -45.0% | 18.2% | 151.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.5% | -15.5% | 15.4% | 102.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 10.7% | -1.3% | 18.2% | 40.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.0% | 3.6% | 16.3% | 29.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.7% | 12.6% | 16.8% | 21.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.0% | 13.3% | 16.6% | 23.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Nov. 29, 2013 326 days 20% Nifty 50: 11% 10069 8005 10108
Jan. 8, 2014 Feb. 26, 2014 49 days 6% Nifty 50: 3% 11071 10373 11133
July 4, 2014 Aug. 14, 2014 41 days 6% Nifty 50: 4% 16576 15567 16613
Sept. 15, 2014 Oct. 30, 2014 45 days 5% Nifty 50: 4% 19330 18336 19500
Dec. 4, 2014 Jan. 1, 2015 28 days 6% Nifty 50: 6% 20971 19684 21073
April 13, 2015 July 16, 2015 94 days 10% Nifty 50: 10% 23047 20769 23047
Aug. 7, 2015 July 9, 2016 337 days 20% Nifty 50: 18% 24055 19225 24083
Oct. 5, 2016 March 31, 2017 177 days 16% Nifty 50: 9% 26850 22655 26986
May 16, 2017 July 29, 2017 74 days 7% Nifty 50: 2% 28847 26817 28918
Aug. 7, 2017 Sept. 7, 2017 31 days 5% Nifty 50: 3% 29189 27589 29256
Sept. 19, 2017 Oct. 17, 2017 28 days 6% Nifty 50: 4% 30091 28222 30210
Jan. 15, 2018 Nov. 14, 2020 1034 days 41% Nifty 50: 27% 34450 20413 35004
Jan. 12, 2021 Feb. 4, 2021 23 days 5% Nifty 50: 6% 41056 38811 41457
March 4, 2021 April 8, 2021 35 days 5% Nifty 50: 5% 43944 41628 44102
Oct. 18, 2021 Nov. 4, 2021 17 days 5% Nifty 50: 4% 57593 54655 57681
Nov. 15, 2021 Jan. 13, 2022 59 days 9% Nifty 50: 8% 58349 52977 58535
Jan. 17, 2022 Sept. 10, 2022 236 days 20% Nifty 50: 16% 58701 46850 58724
Sept. 15, 2022 May 31, 2023 258 days 12% Nifty 50: 6% 59056 52019 59270
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 70417 65482 70741
Feb. 19, 2024 April 2, 2024 43 days 6% Nifty 50: 1% 77224 72896 77847
Sept. 24, 2024 Aug. 11, 2026 686 days 23% Nifty 50: 15% 98482 76162 98570
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 99671 88169 90105