UTI Nifty Midcap 150 Quality 50 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Nifty Midcap 150 Quality 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹270 Cr

Lock In Period

N/A

Expense Ratio

1.12

Exit Load

Nil

Benchmark

Nifty Midcap150 Quality 50 Total Return

UTI Nifty Midcap 150 Quality 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.64-2.296.39
6M6.731.8837.51
1Y-4.952.1753.39
3Y6.3310.81201.13

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.13%
  • Others
As on: 2026-08-31
View allocation % by

1. PERSISTENT SYSTEMS LTD.3.37%
2. ORACLE FINANCIAL SERVICES SOFT2.71%
3. COFORGE LTD2.55%
4. MPHASIS LTD2.06%
5. TATA ELXSI LTD.1.49%
6. KPIT TECHNOLOGIES LTD1.14%

1. DIXON TECHNOLOGIES (INDIA) LTD4.76%
2. HAVELLS INDIA LTD.2.13%
3. VOLTAS LTD.1.68%

1. GLAXOSMITHKLINE PHARMACEUTICA2.59%
2. ALKEM LABORATORIES LTD1.99%
3. ABBOTT INDIA LTD.1.91%
4. AJANTA PHARMA LTD.1.72%

1. COLGATE PALMOLIVE INDIA LTD.4.26%
2. DABUR INDIA LTD.1.57%

1. POLYCAB INDIA LTD2.84%
2. KEI INDUSTRIES LTD.2.13%

1. BSE LTD4.14%

1. HERO MOTOCORP LTD.3.74%

1. MARICO LTD3.47%

1. 360 ONE WAM LIMITED1.89%
2. MOTILAL OSWAL FINANCIAL SERVIC1.50%

1. INDIAN BANK1.80%
2. BANK OF MAHARASHTRA1.56%

1. PAGE INDUSTRIES2.64%

1. NIPPON LIFE INDIA ASSET MANAGE2.32%

1. APL APOLLO TUBES LTD2.18%

1. NMDC LTD.2.18%

1. HITACHI ENERGY INDIA LTD2.02%

1. APAR INDUSTRIES LTD1.90%

1. PETRONET LNG LTD.1.85%

1. SUNDARAM FINANCE LTD.1.77%

1. INDIAN RAILWAY CATERING & TOUR1.71%

1. COROMANDEL INTERNATIONAL LTD.1.65%

1. SUPREME INDUSTRIES LTD.1.61%

1. CRISIL LTD.1.54%

1. SCHAEFFLER INDIA LTD1.49%

1. P I INDUSTRIES LTD1.48%

1. ASTRAL LTD.1.43%

1. BERGER PAINTS INDIA LTD.1.37%

1. BALKRISHNA INDUSTRIES LTD.1.36%

1. TUBE INVESTMENTS OF INDIA LTD1.35%

1. AIA ENGINEERING LTD.1.26%

1. L&T TECHNOLOGY SERVICES LTD1.25%

1. K.P.R.MILL LTD1.22%

1. 3M INDIA LTD.1.21%

1. GODFREY PHILIPS INDIA LTD.1.13%

1. ENDURANCE TECHNOLOGIES LTD1.05%

1. BHARAT DYNAMICS LTD1.03%
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About Fund UTI Nifty Midcap 150 Quality 50 Index Fund Growth

UTI Nifty Midcap 150 Quality 50 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹270 Crore. The fund benchmarks its performance against the Nifty Midcap150 Quality 50 Total Return while maintaining an expense ratio of 1.12. 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
Aditya Birla Sun Life Nifty 200 Quality 30 ETF Growth023 CR0.35
DSP Nifty Midcap 150 Quality 50 Index Growth0433 CR1.13
UTI Nifty Midcap 150 Quality 50 Index Fund Growth0270 CR1.12
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundAditya Birla Sun Life Nifty 200 Quality 30 ETF Growth-6.778419.3453
This FundDSP Nifty Midcap 150 Quality 50 Index Growth-4.972320.0263
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth-4.948220.2212
This FundHDFC Silver ETF Growth50.5151199.9467
This FundAxis Silver ETF Growth51.0742201.1306

UTI Nifty Midcap 150 Quality 50 Index Fund Growth 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 1.12. 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 : -7.64%
  • 6 Months : 6.73%
  • 1 Year : -4.95%
  • 3 Years : 6.33%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 13.2045 as on Oct 01,2026. Since inception, the return has been 20.22%.

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 ₹270 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.
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