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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 ₹13.4492 NAV as of Apr 24,2026 and returns since inception of 47.95%. 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 12.63% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.630.5822.18
6M-4.430.5260.63
1Y1.353.44144.89
3Y13.9511.27211.53

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 FundMotilal Oswal BSE Low Volatility ETF Growth063.44 CR0.37
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 FundMotilal Oswal BSE Low Volatility ETF Growth0.326647.9333
This FundDSP Nifty Midcap 150 Quality 50 Index Growth1.409447.9501
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth1.347547.9539
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

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 : 12.63%
  • 6 Months : -4.43%
  • 1 Year : 1.35%
  • 3 Years : 13.95%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 13.4492 as on Apr 24,2026. Since inception, the return has been 47.95%.

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