UTI Nifty Midcap 150 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹79 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

Nifty Midcap 150 Total Return

UTI Nifty Midcap 150 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.80-1.183.73
6M10.722.9531.58
1Y3.053.8281.36
3Y0.0012.48209.78

Portfolio Analysis

  • Equity: 99.31%
  • Debt: 0.69%
  • Others
As on: 2026-08-31
View allocation % by

1. LAURUS LABS LTD.1.73%
2. LUPIN LTD.1.23%
3. AUROBINDO PHARMA LTD.1.10%
4. GLENMARK PHARMACEUTICALS LTD.0.87%
5. ALKEM LABORATORIES LTD0.72%
6. BIOCON LTD.0.68%
7. MANKIND PHARMA LTD0.64%
8. IPCA LABORATORIES LTD.0.64%
9. AJANTA PHARMA LTD.0.35%
10. ABBOTT INDIA LTD.0.31%
11. GLAXOSMITHKLINE PHARMACEUTICA0.29%
12. ANTHEM BIOSCIENCES LTD0.18%

1. FEDERAL BANK LTD.2.04%
2. INDUSIND BANK1.56%
3. AU SMALL FINANCE BANK LTD1.43%
4. IDFC FIRST BANK LTD1.33%
5. YES BANK LTD.0.93%

1. COFORGE LTD1.61%
2. PERSISTENT SYSTEMS LTD.1.41%
3. MPHASIS LTD0.75%
4. ORACLE FINANCIAL SERVICES SOFT0.69%
5. BILLIONBRAINS GARAGE VENTURES LTD0.34%
6. TATA ELXSI LTD.0.29%
7. KPIT TECHNOLOGIES LTD0.22%
8. HEXAWARE TECHNOLOGIES LTD.0.19%

1. BSE LTD3.12%
2. MULTI COMMODITY EXCHANGE OF IN2.02%

1. MAX FINANCIAL SERVICES LTD.0.97%
2. ADITYA BIRLA CAPITAL LTD0.78%
3. 360 ONE WAM LIMITED0.71%
4. MOTILAL OSWAL FINANCIAL SERVIC0.38%
5. HDB FINANCIAL SERVICES LIMITED0.34%
6. TATA INVESTMENT CORPORATION LT0.19%

1. ONE 97 COMMUNICATIONS LTD1.68%
2. PB FINTECH LTD1.51%

1. DIXON TECHNOLOGIES (INDIA) LTD1.43%
2. HAVELLS INDIA LTD.0.73%
3. VOLTAS LTD.0.63%
4. LG ELECTRONICS INDIA LTD0.40%

1. BHARAT HEAVY ELECTRICALS LTD.1.50%
2. SUZLON ENERGY LTD.1.34%

1. SUNDARAM FINANCE LTD.0.73%
2. L&T FINANCE LIMITED0.64%
3. MAHINDRA & MAHINDRA FINANCIAL0.57%
4. SBI CARDS & PAYMENTS SERVICES0.44%
5. AUTHUM INVESTMENT & INFRASTUCTURE LTD0.35%

1. PHOENIX MILLS LTD0.82%
2. PRESTIGE ESTATES PROJECTS LTD0.64%
3. GODREJ PROPERTIES LTD.0.63%
4. OBEROI REALTY LIMITED0.51%

1. JSW ENERGY LTD0.74%
2. NHPC LTD.0.67%
3. TORRENT POWER LTD.0.54%
4. NLC INDIA LTD0.23%
5. NTPC GREEN ENERGY LTD0.19%
6. SJVN LTD.0.11%

1. FSN E-COMMERCE VENTURES(NYKAA)1.11%
2. SWIGGY LTD0.93%

1. POLYCAB INDIA LTD1.17%
2. KEI INDUSTRIES LTD.0.82%

1. LIC OF INDIA1.23%
2. ICICI PRUDENTIAL LIFE INSURA L0.48%

1. VODAFONE IDEA LTD0.92%
2. TATA COMMUNICATIONS LTD.0.47%
3. BHARTI HEXACOM LTD0.27%

1. HERO MOTOCORP LTD.1.64%

1. MARICO LTD1.01%
2. PATANJALI FOODS LIMITED0.28%
3. AWL AGRI BUSINESS LIMITED0.25%

1. INDIAN BANK0.74%
2. BANK OF INDIA0.40%
3. BANK OF MAHARASHTRA0.39%

1. FORTIS HEALTHCARE LTD.1.10%
2. GLOBAL HEALTH LTD.0.29%

1. MRF LTD.0.62%
2. BALKRISHNA INDUSTRIES LTD.0.43%
3. APOLLO TYRES LTD.0.33%

1. BHARAT FORGE LTD.1.30%

1. GE VERNOVA T & D INDIA LTD1.28%

1. COLGATE PALMOLIVE INDIA LTD.0.58%
2. DABUR INDIA LTD.0.52%
3. GODREJ INDUSTRIES LTD.0.11%

1. UPL LTD.0.73%
2. P I INDUSTRIES LTD0.45%

1. ASHOK LEYLAND LTD1.17%

1. INFO-EDGE (INDIA) LTD.1.17%

1. INDUS TOWERS LIMITED1.16%

1. APAR INDUSTRIES LTD0.69%
2. GUJARAT FLUROCHEMICALS LTD0.46%

1. RADICO KHAITAN LTD.0.82%
2. UNITED BREWERIES LTD.0.22%

1. J.K.CEMENT LTD0.50%
2. DALMIA BHARAT LTD0.34%
3. ACC LTD0.18%
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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 ₹79 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.09. 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
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Growth031 CR0.98
Mirae Asset Nifty Smallcap 250 ETF Growth083 CR0.31
UTI Nifty Midcap 150 Index Fund Growth079 CR1.09
ICICI Prudential Silver ETF Growth015,107 CR0.4
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
Fund Name1Y3Y
This FundICICI Prudential Nifty Top 15 Equal Weight Index Fund Growth-11.10420
This FundMirae Asset Nifty Smallcap 250 ETF Growth00
This FundUTI Nifty Midcap 150 Index Fund Growth3.05340
This FundICICI Prudential Silver ETF Growth80.4355209.7804
This FundAditya Birla Sun Life Silver ETF Growth80.3198209.7815

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 1.09. 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 : -3.80%
  • 6 Months : 10.72%
  • 1 Year : 3.05%
  • 3 Years : 0.00%
Returns of UTI Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 10.8976 as on Sep 18,2026. 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 ₹79 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.