Question 1

Which funds are similar to UTI Infrastructure Fund Direct-Growth?

Accepted Answer

Funds similar to UTI Infrastructure Fund Direct-Growth in the Equity: Thematic-Infrastructure category include ICICI Prudential Infrastructure Direct-Growth, Nippon India Power & Infra Fund Direct-Growth, and DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of UTI Infrastructure Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis UTI Infrastructure Fund Direct-Growth is ranked 18 out of 19 funds in the Equity: Thematic-Infrastructure category as of 16 Jul 2026. On a 5-year return basis it ranks 18 out of 19. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does UTI Infrastructure Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

UTI Infrastructure Fund Direct-Growth has an expense ratio of 1.89%. The peers ICICI Prudential Infrastructure Direct-Growth has an expense ratio of 1.28% and Nippon India Power & Infra Fund Direct-Growth has 1.16%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does UTI Infrastructure Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

UTI Infrastructure Fund Direct-Growth has an AUM of ₹2,162.49 crore. The peers ICICI Prudential Infrastructure Direct-Growth has an AUM of ₹8,549.71 crore and Nippon India Power & Infra Fund Direct-Growth has ₹8,043.44 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Thematic-Infrastructure?

Accepted Answer

The top performing fund in the Equity: Thematic-Infrastructure category on a 3-year basis is LIC MF Infrastructure Fund Direct-Growth with a CAGR of 26.96% as of 16 Jul 2026. UTI Infrastructure Fund Direct-Growth has delivered 16.04% CAGR over the same period, ranking 18 out of 19 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does UTI Infrastructure Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, UTI Infrastructure Fund Direct-Growth has a Sharpe ratio of 0.64 compared to the Equity: Thematic-Infrastructure average of 0.80 as of 16 Jul 2026. It ranks 17 out of 19 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+0.82%	4.97%	18 / 22
3Y Return	+16.04%	20.67%	18 / 19
5Y Return	+15.20%	20.15%	18 / 19
10Y Return	+13.39%	16.92%	18 / 19

UTI Infrastructure Fund Direct-Growth

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