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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹58 Cr

Lock In Period

N/A

Expense Ratio

1.1

Benchmark

Nifty Midcap 150 Total Return

Exit Load

Nil

Summary

Latest details for UTI Nifty Midcap 150 Index Fund Growth include a ₹10.56 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Nifty Midcap 150 Index Fund Growth AUM is ₹58 Cr, with a lock-in of N/A years, expense ratio of 1.1%, and benchmark Nifty Midcap 150 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 9.39% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.390.3719.17
6M0.780.8761.10
1Y11.064.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 99.85%
  • Debt: 0.15%
  • Others
As on: 2026-03-31
View allocation % by

1. LUPIN LTD.1.62%
2. LAURUS LABS LTD.1.11%
3. AUROBINDO PHARMA LTD.1.05%
4. GLENMARK PHARMACEUTICALS LTD.0.93%
5. ALKEM LABORATORIES LTD0.89%
6. BIOCON LTD.0.74%
7. MANKIND PHARMA LTD0.65%
8. IPCA LABORATORIES LTD.0.64%
9. ABBOTT INDIA LTD.0.39%
10. AJANTA PHARMA LTD.0.34%
11. GLAXOSMITHKLINE PHARMACEUTICA0.27%
12. ANTHEM BIOSCIENCES LTD0.12%

1. FEDERAL BANK LTD.1.84%
2. INDUSIND BANK1.43%
3. AU SMALL FINANCE BANK LTD1.37%
4. IDFC FIRST BANK LTD1.12%
5. YES BANK LTD.0.87%

1. PERSISTENT SYSTEMS LTD.1.53%
2. COFORGE LTD1.08%
3. MPHASIS LTD0.78%
4. ORACLE FINANCIAL SERVICES SOFT0.46%
5. TATA ELXSI LTD.0.39%
6. KPIT TECHNOLOGIES LTD0.30%
7. BILLIONBRAINS GARAGE VENTURES LTD0.26%
8. HEXAWARE TECHNOLOGIES LTD.0.18%

1. BSE LTD3.16%
2. MULTI COMMODITY EXCHANGE OF IN1.76%

1. MAX FINANCIAL SERVICES LTD.1.14%
2. 360 ONE WAM LIMITED0.71%
3. ADITYA BIRLA CAPITAL LTD0.69%
4. HDB FINANCIAL SERVICES LIMITED0.29%
5. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED0.28%
6. MOTILAL OSWAL FINANCIAL SERVIC0.28%
7. TATA INVESTMENT CORPORATION LT0.20%

1. DIXON TECHNOLOGIES (INDIA) LTD1.15%
2. HAVELLS INDIA LTD.0.87%
3. VOLTAS LTD.0.84%
4. LG ELECTRONICS INDIA LTD0.36%

1. SUNDARAM FINANCE LTD.0.87%
2. L&T FINANCE LIMITED0.59%
3. MAHINDRA & MAHINDRA FINANCIAL0.55%
4. SBI CARDS & PAYMENTS SERVICES0.55%
5. AUTHUM INVESTMENT & INFRASTUCTURE LTD0.33%

1. JSW ENERGY LTD0.73%
2. TORRENT POWER LTD.0.72%
3. NHPC LTD.0.67%
4. NLC INDIA LTD0.25%
5. NTPC GREEN ENERGY LTD0.25%
6. SJVN LTD.0.13%

1. PB FINTECH LTD1.40%
2. ONE 97 COMMUNICATIONS LTD1.16%

1. PHOENIX MILLS LTD0.81%
2. GODREJ PROPERTIES LTD.0.63%
3. PRESTIGE ESTATES PROJECTS LTD0.55%
4. OBEROI REALTY LIMITED0.48%

1. SUZLON ENERGY LTD.1.38%
2. BHARAT HEAVY ELECTRICALS LTD.1.03%

1. SWIGGY LTD1.03%
2. FSN E-COMMERCE VENTURES(NYKAA)0.93%

1. HERO MOTOCORP LTD.1.90%

1. MARICO LTD1.12%
2. PATANJALI FOODS LIMITED0.46%
3. AWL AGRI BUSINESS LIMITED0.29%

1. POLYCAB INDIA LTD1.04%
2. KEI INDUSTRIES LTD.0.72%

1. INDIAN BANK0.86%
2. BANK OF INDIA0.48%
3. BANK OF MAHARASHTRA0.36%

1. MRF LTD.0.76%
2. BALKRISHNA INDUSTRIES LTD.0.48%
3. APOLLO TYRES LTD.0.38%

1. INDUS TOWERS LIMITED1.56%

1. UPL LTD.0.92%
2. P I INDUSTRIES LTD0.63%

1. VODAFONE IDEA LTD0.68%
2. TATA COMMUNICATIONS LTD.0.46%
3. BHARTI HEXACOM LTD0.33%

1. DABUR INDIA LTD.0.70%
2. COLGATE PALMOLIVE INDIA LTD.0.68%
3. GODREJ INDUSTRIES LTD.0.09%

1. FORTIS HEALTHCARE LTD.1.19%
2. GLOBAL HEALTH LTD.0.23%

1. GE VERNOVA T & D INDIA LTD1.30%

1. BHARAT FORGE LTD.1.29%

1. ICICI LOMBARD GENERAL INSURANC1.20%
2. THE NEW INDIA ASSURANCE COMPAN0.08%

1. ASHOK LEYLAND LTD1.27%

1. J.K.CEMENT LTD0.61%
2. DALMIA BHARAT LTD0.41%
3. ACC LTD0.22%

1. WAAREE ENERGIES LIMITED0.86%
2. PREMIER ENERGIES LIMITED0.30%

1. INFO-EDGE (INDIA) LTD.1.07%

1. ICICI PRUDENTIAL LIFE INSURA L0.58%
2. LIC OF INDIA0.46%

1. APL APOLLO TUBES LTD1.02%

1. SRF LTD.1.02%

About Fund

UTI Nifty Midcap 150 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹58 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.1. 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 NameRatingsAUMExpense Ratio
This FundDSP Nifty Next 50 ETF Growth08.3 CR
This FundMirae Asset Nifty 50 Index Fund Growth051.59 CR0.76
This FundUTI Nifty Midcap 150 Index Fund Growth057.68 CR1.1
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundDSP Nifty Next 50 ETF Growth00
This FundMirae Asset Nifty 50 Index Fund Growth2.14590
This FundUTI Nifty Midcap 150 Index Fund Growth11.05890
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 1.1. 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 : 9.39%
  • 6 Months : 0.78%
  • 1 Year : 11.06%
  • 3 Years : 0.00%
Returns of UTI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 10.56 as on Apr 22,2026. 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 ₹58 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.
Min Inv Amount: ₹500