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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹211 Cr

Lock In Period

N/A

Expense Ratio

1.04

Benchmark

Nifty Midcap150 Quality 50 Total Return

Exit Load

Nil

Summary

Latest details for UTI Nifty Midcap 150 Quality 50 Index Fund Growth include a ₹13.598 NAV as of Apr 23,2026 and returns since inception of 48.99%. Minimum investments start at SIP ₹500. The UTI Nifty Midcap 150 Quality 50 Index Fund Growth AUM is ₹211 Cr, with a lock-in of N/A years, expense ratio of 1.04%, and benchmark Nifty Midcap150 Quality 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 9.45% returns, against a category average of -0.13% and a category best of 17.96%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.45-0.1317.96
6M-3.740.5259.69
1Y3.263.50155.57
3Y14.2111.01222.08

Portfolio Analysis

  • Equity: 99.94%
  • Debt: 0.06%
  • Others
As on: 2026-03-31
View allocation % by

1. PERSISTENT SYSTEMS LTD.3.14%
2. ORACLE FINANCIAL SERVICES SOFT2.00%
3. MPHASIS LTD1.76%
4. COFORGE LTD1.75%
5. TATA ELXSI LTD.1.70%
6. KPIT TECHNOLOGIES LTD1.11%

1. ALKEM LABORATORIES LTD2.36%
2. GLAXOSMITHKLINE PHARMACEUTICA2.20%
3. ABBOTT INDIA LTD.2.12%
4. AJANTA PHARMA LTD.1.76%
5. SYNGENE INTERNATIONAL LTD.0.77%

1. COLGATE PALMOLIVE INDIA LTD.4.41%
2. PROCTER & GAMBLE HYGIENE & HEL2.61%

1. HDFC ASSET MANAGEMENT COMPANY3.74%
2. NIPPON LIFE INDIA ASSET MANAGE2.11%

1. POLYCAB INDIA LTD2.76%
2. KEI INDUSTRIES LTD.2.05%

1. CUMMINS INDIA LTD.4.01%

1. HERO MOTOCORP LTD.3.87%

1. MARICO LTD3.80%

1. DIXON TECHNOLOGIES (INDIA) LTD3.43%

1. PETRONET LNG LTD.1.88%
2. INDRAPRASTHA GAS LTD.1.14%

1. PAGE INDUSTRIES2.84%

1. 360 ONE WAM LIMITED1.65%
2. MOTILAL OSWAL FINANCIAL SERVIC0.99%

1. MUTHOOT FINANCE LTD.2.28%

1. NMDC LTD.2.26%

1. SUPREME INDUSTRIES LTD.2.15%

1. APL APOLLO TUBES LTD2.14%

1. SONA BLW PRECISION FORGING LTD1.99%

1. ASTRAL LTD.1.93%

1. P I INDUSTRIES LTD1.91%

1. COROMANDEL INTERNATIONAL LTD.1.83%

1. APAR INDUSTRIES LTD1.73%

1. SCHAEFFLER INDIA LTD1.71%

1. BANK OF MAHARASHTRA1.67%

1. INDIAN RAILWAY CATERING & TOUR1.65%

1. TUBE INVESTMENTS OF INDIA LTD1.63%

1. BALKRISHNA INDUSTRIES LTD.1.48%

1. AIA ENGINEERING LTD.1.46%

1. CRISIL LTD.1.39%

1. BERGER PAINTS INDIA LTD.1.36%

1. 3M INDIA LTD.1.27%

1. K.P.R.MILL LTD1.20%

1. L&T TECHNOLOGY SERVICES LTD1.13%

1. GODFREY PHILIPS INDIA LTD.1.07%

1. BHARAT DYNAMICS LTD1.02%

About Fund

UTI Nifty Midcap 150 Quality 50 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹211 Crore. The fund benchmarks its performance against the Nifty Midcap150 Quality 50 Total Return while maintaining an expense ratio of 1.04. 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 FundHDFC Nifty 100 ETF Growth042.3 CR0.3
This FundDSP Nifty Midcap 150 Quality 50 Index Growth0401.75 CR0.87
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth0210.78 CR1.04
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundHDFC Nifty 100 ETF Growth3.051148.4722
This FundDSP Nifty Midcap 150 Quality 50 Index Growth3.319248.9825
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth3.256948.9854
This FundKotak Silver ETF Growth154.6124221.21
This FundICICI Prudential Silver ETF Growth155.2455222.0771

FAQs

UTI Nifty Midcap 150 Quality 50 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 Quality 50 Index Fund Growth is 1.04. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty Midcap 150 Quality 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 9.45%
  • 6 Months : -3.74%
  • 1 Year : 3.26%
  • 3 Years : 14.21%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 13.598 as on Apr 23,2026. Since inception, the return has been 48.99%.

You can invest in UTI Nifty Midcap 150 Quality 50 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 Quality 50 Index Fund Growth is ₹211 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty Midcap 150 Quality 50 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