UTI Nifty Midcap 150 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Nifty Midcap 150 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

70 Cr

Lock In Period

N/A

Expense Ratio

1.02

Exit Load

Nil

Benchmark

Nifty Midcap 150 Total Return

Summary

UTI Nifty Midcap 150 Index Fund Growth NAV is ₹10.8805 as of 25 Jun, 2026. UTI Nifty Midcap 150 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in UTI Nifty Midcap 150 Index Fund Growth is ₹500. The AUM of UTI Nifty Midcap 150 Index Fund Growth is ₹70 Cr. The expense ratio of the fund is 1.02%, and its benchmark is Nifty Midcap 150 Total Return. The current exit load of the fund is Nil. In the last 1M months, UTI Nifty Midcap 150 Index Fund Growth has delivered 1.56% returns.

UTI Nifty Midcap 150 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.56-0.228.83
6M2.071.4236.24
1Y6.584.03109.58
3Y0.0011.52222.68

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-05-31
View allocation % by

1. LUPIN LTD.1.37%
2. LAURUS LABS LTD.1.32%
3. AUROBINDO PHARMA LTD.0.99%
4. GLENMARK PHARMACEUTICALS LTD.0.85%
5. ALKEM LABORATORIES LTD0.80%
6. BIOCON LTD.0.76%
7. MANKIND PHARMA LTD0.67%
8. IPCA LABORATORIES LTD.0.53%
9. ABBOTT INDIA LTD.0.35%
10. AJANTA PHARMA LTD.0.31%
11. GLAXOSMITHKLINE PHARMACEUTICA0.23%
12. ANTHEM BIOSCIENCES LTD0.12%

1. FEDERAL BANK LTD.1.77%
2. INDUSIND BANK1.50%
3. AU SMALL FINANCE BANK LTD1.38%
4. IDFC FIRST BANK LTD1.17%
5. YES BANK LTD.1.01%

1. BSE LTD4.21%
2. MULTI COMMODITY EXCHANGE OF IN1.87%

1. PERSISTENT SYSTEMS LTD.1.40%
2. COFORGE LTD1.23%
3. MPHASIS LTD0.75%
4. ORACLE FINANCIAL SERVICES SOFT0.59%
5. TATA ELXSI LTD.0.37%
6. KPIT TECHNOLOGIES LTD0.31%
7. BILLIONBRAINS GARAGE VENTURES LTD0.28%
8. HEXAWARE TECHNOLOGIES LTD.0.19%

1. MAX FINANCIAL SERVICES LTD.1.10%
2. ADITYA BIRLA CAPITAL LTD0.74%
3. 360 ONE WAM LIMITED0.71%
4. MOTILAL OSWAL FINANCIAL SERVIC0.34%
5. HDB FINANCIAL SERVICES LIMITED0.30%
6. TATA INVESTMENT CORPORATION LT0.22%

1. SUZLON ENERGY LTD.1.72%
2. BHARAT HEAVY ELECTRICALS LTD.1.51%

1. DIXON TECHNOLOGIES (INDIA) LTD1.18%
2. HAVELLS INDIA LTD.0.74%
3. VOLTAS LTD.0.70%
4. LG ELECTRONICS INDIA LTD0.33%

1. JSW ENERGY LTD0.80%
2. TORRENT POWER LTD.0.67%
3. NHPC LTD.0.62%
4. NLC INDIA LTD0.28%
5. NTPC GREEN ENERGY LTD0.24%
6. SJVN LTD.0.13%

1. PB FINTECH LTD1.44%
2. ONE 97 COMMUNICATIONS LTD1.17%

1. SUNDARAM FINANCE LTD.0.72%
2. L&T FINANCE LIMITED0.61%
3. MAHINDRA & MAHINDRA FINANCIAL0.50%
4. SBI CARDS & PAYMENTS SERVICES0.46%
5. AUTHUM INVESTMENT & INFRASTUCTURE LTD0.31%

1. PHOENIX MILLS LTD0.82%
2. GODREJ PROPERTIES LTD.0.65%
3. PRESTIGE ESTATES PROJECTS LTD0.57%
4. OBEROI REALTY LIMITED0.50%

1. POLYCAB INDIA LTD1.24%
2. KEI INDUSTRIES LTD.0.81%

1. VODAFONE IDEA LTD0.96%
2. TATA COMMUNICATIONS LTD.0.57%
3. BHARTI HEXACOM LTD0.28%

1. FSN E-COMMERCE VENTURES(NYKAA)0.89%
2. SWIGGY LTD0.88%

1. MARICO LTD1.08%
2. PATANJALI FOODS LIMITED0.39%
3. AWL AGRI BUSINESS LIMITED0.27%

1. HERO MOTOCORP LTD.1.58%

1. GE VERNOVA T & D INDIA LTD1.58%

1. INDIAN BANK0.73%
2. BANK OF INDIA0.42%
3. BANK OF MAHARASHTRA0.40%

1. UPL LTD.0.90%
2. P I INDUSTRIES LTD0.56%

1. FORTIS HEALTHCARE LTD.1.20%
2. GLOBAL HEALTH LTD.0.25%

1. COLGATE PALMOLIVE INDIA LTD.0.67%
2. DABUR INDIA LTD.0.65%
3. GODREJ INDUSTRIES LTD.0.12%

1. INDUS TOWERS LIMITED1.42%

1. MRF LTD.0.62%
2. BALKRISHNA INDUSTRIES LTD.0.44%
3. APOLLO TYRES LTD.0.32%

1. BHARAT FORGE LTD.1.30%

1. HITACHI ENERGY INDIA LTD1.21%

1. ICICI LOMBARD GENERAL INSURANC1.08%
2. THE NEW INDIA ASSURANCE COMPAN0.09%

1. ASHOK LEYLAND LTD1.10%

1. J.K.CEMENT LTD0.54%
2. DALMIA BHARAT LTD0.35%
3. ACC LTD0.21%

1. WAAREE ENERGIES LIMITED0.75%
2. PREMIER ENERGIES LIMITED0.31%

1. ADANI GAS LTD0.53%
2. PETRONET LNG LTD.0.50%

About Fund UTI Nifty Midcap 150 Index Fund Growth

UTI Nifty Midcap 150 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹70 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.02. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund Name1Y3Y
This FundGroww Nifty 200 ETF Growth-0.06420
This FundGroww BSE Hospitals ETF Growth00
This FundUTI Nifty Midcap 150 Index Fund Growth6.5810
This FundICICI Prudential Silver ETF Growth109.5807222.6101
This FundAxis Silver ETF Growth108.9684222.6773

UTI Nifty Midcap 150 Index Fund Growth FAQs

UTI Nifty Midcap 150 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Nifty Midcap 150 Index Fund Growth is 1.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty Midcap 150 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 1.56%
  • 6 Months : 2.07%
  • 1 Year : 6.58%
  • 3 Years : 0.00%
Returns of UTI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 10.8805 as on Jun 24,2026. Since inception, the return has been 0.00%.

You can invest in UTI Nifty Midcap 150 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Nifty Midcap 150 Index Fund Growth is ₹70 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty Midcap 150 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.