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)

238 Cr

Lock In Period

N/A

Expense Ratio

1.01

Exit Load

Nil

Benchmark

Nifty Midcap150 Quality 50 Total Return

Summary

UTI Nifty Midcap 150 Quality 50 Index Fund Growth NAV is ₹13.7357 as of 2 Jun, 2026. UTI Nifty Midcap 150 Quality 50 Index Fund Growth has delivered 42.32% returns since its launch. The minimum SIP investment amount in UTI Nifty Midcap 150 Quality 50 Index Fund Growth is ₹500. The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund Growth is ₹238 Cr. The expense ratio of the fund is 1.01%, and its benchmark is Nifty Midcap150 Quality 50 Total Return. The current exit load of the fund is Nil. In the last 1M months, UTI Nifty Midcap 150 Quality 50 Index Fund Growth has delivered 1.44% returns.

UTI Nifty Midcap 150 Quality 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.44-0.5616.28
6M-2.230.9059.37
1Y-2.833.83164.28
3Y12.4812.13262.72

Portfolio Analysis

  • Equity: 99.94%
  • Debt: 0.05%
  • Others
As on: 2026-04-30
View allocation % by

1. PERSISTENT SYSTEMS LTD.2.76%
2. ORACLE FINANCIAL SERVICES SOFT2.57%
3. MPHASIS LTD1.74%
4. COFORGE LTD1.67%
5. TATA ELXSI LTD.1.57%
6. KPIT TECHNOLOGIES LTD1.18%

1. ALKEM LABORATORIES LTD2.14%
2. GLAXOSMITHKLINE PHARMACEUTICA2.01%
3. ABBOTT INDIA LTD.1.86%
4. AJANTA PHARMA LTD.1.58%
5. SYNGENE INTERNATIONAL LTD.0.83%

1. COLGATE PALMOLIVE INDIA LTD.4.60%
2. PROCTER & GAMBLE HYGIENE & HEL2.53%

1. HDFC ASSET MANAGEMENT COMPANY4.08%
2. NIPPON LIFE INDIA ASSET MANAGE2.37%

1. POLYCAB INDIA LTD2.92%
2. KEI INDUSTRIES LTD.2.20%

1. CUMMINS INDIA LTD.4.19%

1. MARICO LTD3.57%

1. DIXON TECHNOLOGIES (INDIA) LTD3.53%

1. HERO MOTOCORP LTD.3.47%

1. PETRONET LNG LTD.1.87%
2. INDRAPRASTHA GAS LTD.1.15%

1. PAGE INDUSTRIES2.93%

1. 360 ONE WAM LIMITED1.61%
2. MOTILAL OSWAL FINANCIAL SERVIC1.12%

1. NMDC LTD.2.39%

1. SONA BLW PRECISION FORGING LTD2.23%

1. MUTHOOT FINANCE LTD.2.20%

1. APAR INDUSTRIES LTD1.92%

1. BANK OF MAHARASHTRA1.91%

1. P I INDUSTRIES LTD1.91%

1. APL APOLLO TUBES LTD1.88%

1. SUPREME INDUSTRIES LTD.1.85%

1. TUBE INVESTMENTS OF INDIA LTD1.70%

1. COROMANDEL INTERNATIONAL LTD.1.69%

1. ASTRAL LTD.1.64%

1. SCHAEFFLER INDIA LTD1.63%

1. INDIAN RAILWAY CATERING & TOUR1.61%

1. AIA ENGINEERING LTD.1.41%

1. CRISIL LTD.1.41%

1. BERGER PAINTS INDIA LTD.1.39%

1. BALKRISHNA INDUSTRIES LTD.1.36%

1. 3M INDIA LTD.1.25%

1. K.P.R.MILL LTD1.21%

1. L&T TECHNOLOGY SERVICES LTD1.17%

1. GODFREY PHILIPS INDIA LTD.1.15%

1. BHARAT DYNAMICS LTD1.13%

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 ₹238 Crore. The fund benchmarks its performance against the Nifty Midcap150 Quality 50 Total Return while maintaining an expense ratio of 1.01. 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 Name1Y3Y
This FundHDFC BSE 500 Index Fund Growth-1.212941.1574
This FundDSP Nifty Midcap 150 Quality 50 Index Growth-2.76542.2892
This FundUTI Nifty Midcap 150 Quality 50 Index Fund Growth-2.831542.317
This FundICICI Prudential Silver ETF Growth164.2782260.2061
This FundHDFC Silver ETF Growth162.6786262.7168

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 1.01. 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 : 1.44%
  • 6 Months : -2.23%
  • 1 Year : -2.83%
  • 3 Years : 12.48%
Returns of UTI Nifty Midcap 150 Quality 50 Index Fund Growth are updated daily based on NAV of ₹ 13.7357 as on Jun 01,2026. Since inception, the return has been 42.32%.

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 ₹238 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.