Which funds are similar to UTI MNC Fund Direct-Growth?
Funds similar to UTI MNC Fund Direct-Growth in the Equity: Thematic-MNC category include SBI MNC Direct Plan-Growth, Aditya Birla Sun Life MNC Fund Direct-Growth, and Kotak MNC 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.
What is the rank of UTI MNC Fund Direct-Growth in its category?
On a 3-year return basis UTI MNC Fund Direct-Growth is ranked 1 out of 3 funds in the Equity: Thematic-MNC category as of 16 Jul 2026. On a 5-year return basis it ranks 1 out of 2. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI MNC Fund Direct-Growth's expense ratio compare to similar funds?
UTI MNC Fund Direct-Growth has an expense ratio of 1.35%. The peers SBI MNC Direct Plan-Growth has an expense ratio of 1.38% and Aditya Birla Sun Life MNC Fund Direct-Growth has 1.45%. 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.
How does UTI MNC Fund Direct-Growth's AUM compare to similar funds?
UTI MNC Fund Direct-Growth has an AUM of ₹2,715.24 crore. The peers SBI MNC Direct Plan-Growth has an AUM of ₹6,290.21 crore and Aditya Birla Sun Life MNC Fund Direct-Growth has ₹3,238.11 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.
Which fund has the best 3-year returns in the Equity: Thematic-MNC?
The top performing fund in the Equity: Thematic-MNC category on a 3-year basis is ICICI Prudential MNC Fund Direct-Growth with a CAGR of 13.20% as of 16 Jul 2026. UTI MNC Fund Direct-Growth has delivered 10.48% CAGR over the same period, ranking 1 out of 3 funds. You can view and compare the full category ranking on sharpely.
How does UTI MNC Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI MNC Fund Direct-Growth has a Sharpe ratio of 0.36 compared to the Equity: Thematic-MNC average of 0.33 as of 16 Jul 2026. It ranks 2 out of 5 funds in its category on Sharpe ratio.
