UTI Nifty Midcap 150 Quality 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹249 Cr

Lock In Period

N/A

Expense Ratio

1.11

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-2.25-1.0818.10
6M-4.160.4421.70
1Y-8.742.2336.06
3Y6.739.28173.67

Portfolio Analysis

  • Equity: 99.95%
  • Debt: 0.05%
  • Others
As on: 2026-09-30
View allocation % by

1. PERSISTENT SYSTEMS LTD.3.45%
2. ORACLE FINANCIAL SERVICES SOFT2.50%
3. COFORGE LTD2.43%
4. MPHASIS LTD1.98%
5. TATA ELXSI LTD.1.39%
6. KPIT TECHNOLOGIES LTD1.05%

1. GLAXOSMITHKLINE PHARMACEUTICA2.55%
2. ABBOTT INDIA LTD.2.17%
3. ALKEM LABORATORIES LTD2.09%
4. AJANTA PHARMA LTD.1.88%

1. DIXON TECHNOLOGIES (INDIA) LTD4.56%
2. HAVELLS INDIA LTD.1.88%
3. VOLTAS LTD.1.63%

1. COLGATE PALMOLIVE INDIA LTD.4.30%
2. DABUR INDIA LTD.1.69%

1. POLYCAB INDIA LTD2.61%
2. KEI INDUSTRIES LTD.1.79%

1. BSE LTD4.24%

1. HERO MOTOCORP LTD.3.90%

1. MARICO LTD3.61%

1. INDIAN BANK1.76%
2. BANK OF MAHARASHTRA1.64%

1. 360 ONE WAM LIMITED1.80%
2. MOTILAL OSWAL FINANCIAL SERVIC1.56%

1. PAGE INDUSTRIES2.91%

1. APL APOLLO TUBES LTD2.33%

1. NIPPON LIFE INDIA ASSET MANAGE2.29%

1. NMDC LTD.2.05%

1. APAR INDUSTRIES LTD2.02%

1. HITACHI ENERGY INDIA LTD1.99%

1. PETRONET LNG LTD.1.90%

1. SUNDARAM FINANCE LTD.1.84%

1. INDIAN RAILWAY CATERING & TOUR1.76%

1. SUPREME INDUSTRIES LTD.1.69%

1. COROMANDEL INTERNATIONAL LTD.1.65%

1. SCHAEFFLER INDIA LTD1.57%

1. P I INDUSTRIES LTD1.57%

1. CRISIL LTD.1.54%

1. ASTRAL LTD.1.40%

1. BALKRISHNA INDUSTRIES LTD.1.37%

1. BERGER PAINTS INDIA LTD.1.36%

1. 3M INDIA LTD.1.27%

1. TUBE INVESTMENTS OF INDIA LTD1.25%

1. K.P.R.MILL LTD1.24%

1. AIA ENGINEERING LTD.1.24%

1. L&T TECHNOLOGY SERVICES LTD1.22%

1. GODFREY PHILIPS INDIA LTD.1.10%

1. ENDURANCE TECHNOLOGIES LTD1.06%
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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 ₹249 Crore. The fund benchmarks its performance against the Nifty Midcap150 Quality 50 Total Return while maintaining an expense ratio of 1.11. 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.

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 1.11. 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 : -2.25%
  • 6 Months : -4.16%
  • 1 Year : -8.74%
  • 3 Years : 6.73%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 12.9794 as on Oct 30,2026. Since inception, the return has been 21.58%.

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 ₹249 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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