UTI Nifty Mid Cap 150 Quality 50 Index Fund Direct Growth

Scheme code: INF789F1AVH8 NAV value: ₹ 12.6781 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.49	45.03	11.96	15.77	9.23
3 year	9.45	19.58	14.43	14.70	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.77
3 year	6.28	30.95	15.04	14.7
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.77
3 year	6.56	19.64	13.57	14.7
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.77
3 year	7.68	21.49	15.06	14.7
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.77
3 year	8.04	32.03	17.81	14.7
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,434 - Absolute Returns: ₹75,434 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,85,691 - Absolute Returns: ₹6,85,691 - CAGR: %

Max Drawdown

-21.43 %

Drawdown Duration

5 months

Avg Drawdown

-5.61 %

1 Y

0.7358

3 Y

0.6859

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.48	1.02	105.2	106.7	2.48 %	4.00 %
3 years	1.49	0.90	90.3	87.3	12.28 %	11.28 %
5 years	-0.96	0.84	83.2	82.5	5.45 %	6.39 %
7 years	-0.96	0.84	83.2	82.5	3.87 %	4.52 %
10 years	-0.99	0.84	83.2	82.5	2.69 %	3.15 %
12 years	-0.98	0.84	83.2	82.5	2.24 %	2.61 %
15 years	-0.99	0.84	83.2	82.5	1.79 %	2.09 %