Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
indexDirect
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth
3Y ago₹1.29 L
5Y ago—
indexDirect
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option
3Y ago₹1.72 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Nifty Midcap 150 Quality 50… | Axis Nifty Smallcap 50 Index Fu… |
|---|---|---|
| Fund house | UTI Mutual Fund | Axis Mutual Fund |
| Category | Index Funds - Equity Funds | Index Funds - Equity Funds |
| Plan | Direct | Direct |
| Latest NAV | ₹14.3946 | ₹21.3415 |
| Assets managed (AUM) | — | — |
| 1M return | -2.08% | 2.79% |
| 6M return | 7.70% | 25.58% |
| 1Y return | 0.32% | 18.36% |
| 3Y CAGR | 8.97% | 19.87% |
| 5Y CAGR | — | — |
| Since inception CAGR | 9.00% | 18.60% |
| Bumpiness · 3Y (annualised σ) | 15.48 | 20.38 |
| Worst drop ever | -21.43% | -27.74% |
| Sharpe · 3Y (rf=6%) | 0.18 | 0.61 |