Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

234 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 13.4343 NAV as of Mar 02,2026 and returns since inception of 45.74%. Minimum investments start at SIP ₹500. The UTI Nifty Midcap 150 Quality 50 Index Fund Growth AUM is ₹234 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 0.53% returns, against a category average of 0.15% and a category best of 15.61%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.530.1515.61
6M-4.651.84135.39
1Y12.7011.34204.17
3Y13.3819.83342.09

Portfolio Analysis

  • Equity: 99.89%
  • Debt: 0.11%
  • Others
As on: 2026-01-31
View allocation % by

1. PERSISTENT SYSTEMS LTD.3.48%
2. COFORGE LTD2.32%
3. MPHASIS LTD2.11%
4. ORACLE FINANCIAL SERVICES SOFT2.06%
5. TATA ELXSI LTD.2.04%
6. KPIT TECHNOLOGIES LTD1.63%

1. ALKEM LABORATORIES LTD2.27%
2. GLAXOSMITHKLINE PHARMACEUTICA2.07%
3. ABBOTT INDIA LTD.2.03%
4. AJANTA PHARMA LTD.1.57%
5. SYNGENE INTERNATIONAL LTD.0.84%

1. COLGATE PALMOLIVE INDIA LTD.4.67%
2. PROCTER & GAMBLE HYGIENE & HEL2.95%

1. HDFC ASSET MANAGEMENT COMPANY3.80%
2. NIPPON LIFE INDIA ASSET MANAGE2.07%

1. POLYCAB INDIA LTD2.54%
2. KEI INDUSTRIES LTD.1.83%

1. HERO MOTOCORP LTD.3.79%

1. MARICO LTD3.38%

1. DIXON TECHNOLOGIES (INDIA) LTD3.32%

1. CUMMINS INDIA LTD.3.29%

1. PETRONET LNG LTD.1.96%
2. INDRAPRASTHA GAS LTD.1.24%

1. 360 ONE WAM LIMITED1.77%
2. MOTILAL OSWAL FINANCIAL SERVIC1.06%

1. PAGE INDUSTRIES2.64%

1. MUTHOOT FINANCE LTD.2.47%

1. NMDC LTD.2.16%

1. APL APOLLO TUBES LTD2.02%

1. P I INDUSTRIES LTD2.01%

1. COROMANDEL INTERNATIONAL LTD.1.96%

1. INDIAN RAILWAY CATERING & TOUR1.86%

1. SONA BLW PRECISION FORGING LTD1.83%

1. SUPREME INDUSTRIES LTD.1.81%

1. BANK OF MAHARASHTRA1.60%

1. ASTRAL LTD.1.60%

1. CRISIL LTD.1.54%

1. BALKRISHNA INDUSTRIES LTD.1.46%

1. SCHAEFFLER INDIA LTD1.44%

1. AIA ENGINEERING LTD.1.43%

1. BERGER PAINTS INDIA LTD.1.37%

1. TUBE INVESTMENTS OF INDIA LTD1.35%

1. 3M INDIA LTD.1.30%

1. BHARAT DYNAMICS LTD1.28%

1. APAR INDUSTRIES LTD1.25%

1. L&T TECHNOLOGY SERVICES LTD1.21%

1. K.P.R.MILL LTD1.13%

1. GODFREY PHILIPS INDIA LTD.1.04%

1. GUJARAT GAS 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 ₹234 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 FundHDFC NIFTY50 Value 20 ETF Growth8.593745.6759
This FundDSP Nifty Midcap 150 Quality 50 Index Growth12.784745.7349
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth12.702945.7351
This FundICICI Prudential Silver ETF Growth204.1658339.3771
This FundAxis Silver ETF Growth202.6372342.0938

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 : 0.53%
  • 6 Months : -4.65%
  • 1 Year : 12.70%
  • 3 Years : 13.38%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 13.4343 as on Mar 02,2026. Since inception, the return has been 45.74%.

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 ₹234 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