Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

237 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 12.073 NAV as of Mar 23,2026 and returns since inception of 35.46%. Minimum investments start at SIP ₹500. The UTI Nifty Midcap 150 Quality 50 Index Fund Growth AUM is ₹237 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 -11.51% returns, against a category average of -2.74% and a category best of 5.79%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-11.51-2.745.79
6M-15.54-0.0155.76
1Y-5.444.24112.09
3Y10.6513.86194.05

Portfolio Analysis

  • Equity: 99.84%
  • Debt: 0.15%
  • Others
As on: 2026-02-28
View allocation % by

1. PERSISTENT SYSTEMS LTD.2.70%
2. ORACLE FINANCIAL SERVICES SOFT1.82%
3. MPHASIS LTD1.74%
4. TATA ELXSI LTD.1.70%
5. COFORGE LTD1.64%
6. KPIT TECHNOLOGIES LTD1.19%

1. ALKEM LABORATORIES LTD2.22%
2. GLAXOSMITHKLINE PHARMACEUTICA2.19%
3. ABBOTT INDIA LTD.1.92%
4. AJANTA PHARMA LTD.1.66%
5. SYNGENE INTERNATIONAL LTD.0.74%

1. COLGATE PALMOLIVE INDIA LTD.4.91%
2. PROCTER & GAMBLE HYGIENE & HEL2.81%

1. HDFC ASSET MANAGEMENT COMPANY4.03%
2. NIPPON LIFE INDIA ASSET MANAGE2.17%

1. POLYCAB INDIA LTD3.08%
2. KEI INDUSTRIES LTD.2.28%

1. CUMMINS INDIA LTD.3.86%

1. HERO MOTOCORP LTD.3.86%

1. MARICO LTD3.60%

1. PETRONET LNG LTD.2.16%
2. INDRAPRASTHA GAS LTD.1.18%

1. DIXON TECHNOLOGIES (INDIA) LTD3.30%

1. 360 ONE WAM LIMITED1.70%
2. MOTILAL OSWAL FINANCIAL SERVIC1.01%

1. PAGE INDUSTRIES2.54%

1. APL APOLLO TUBES LTD2.18%

1. NMDC LTD.2.14%

1. MUTHOOT FINANCE LTD.2.14%

1. SUPREME INDUSTRIES LTD.2.02%

1. SONA BLW PRECISION FORGING LTD1.95%

1. P I INDUSTRIES LTD1.94%

1. COROMANDEL INTERNATIONAL LTD.1.88%

1. BANK OF MAHARASHTRA1.81%

1. ASTRAL LTD.1.78%

1. APAR INDUSTRIES LTD1.73%

1. SCHAEFFLER INDIA LTD1.71%

1. INDIAN RAILWAY CATERING & TOUR1.68%

1. TUBE INVESTMENTS OF INDIA LTD1.57%

1. BALKRISHNA INDUSTRIES LTD.1.49%

1. CRISIL LTD.1.43%

1. 3M INDIA LTD.1.40%

1. AIA ENGINEERING LTD.1.36%

1. BERGER PAINTS INDIA LTD.1.33%

1. K.P.R.MILL LTD1.15%

1. L&T TECHNOLOGY SERVICES LTD1.13%

1. GODFREY PHILIPS INDIA LTD.1.07%

1. BHARAT DYNAMICS LTD1.04%

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 ₹237 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.

Peer Comparison

Fund Name1Y3Y
This FundNippon India ETF Nifty 50 Value 20 Growth-5.001335.2833
This FundICICI Prudential Nifty50 Value 20 ETF Growth-5.023535.3965
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth-5.439635.4584
This FundICICI Prudential Silver ETF Growth112.094193.4407
This FundHDFC Silver ETF Growth110.0327194.0473

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 : -11.51%
  • 6 Months : -15.54%
  • 1 Year : -5.44%
  • 3 Years : 10.65%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 12.073 as on Mar 23,2026. Since inception, the return has been 35.46%.

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 ₹237 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