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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹120 Cr

Lock In Period

N/A

Expense Ratio

1.13

Exit Load

Nil

Benchmark

Nifty MidSmallcap400 Momentum Quality 100 TRI

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.00-0.0612.79
6M6.622.0727.54
1Y-0.964.7292.22
3Y0.0014.20178.96

Portfolio Analysis

  • Equity: 100.72%
  • Debt: -0.72%
  • Others
As on: 2026-06-30
View allocation % by

1. LAURUS LABS LTD.3.52%
2. LUPIN LTD.2.18%
3. AUROBINDO PHARMA LTD.1.70%
4. ACUTAAS CHEMICALS LIMITED1.43%
5. GLENMARK PHARMACEUTICALS LTD.1.28%
6. J.B.CHEMICALS & PHARMACEUTICAL1.01%
7. GLAND PHARMA LTD.0.95%
8. AJANTA PHARMA LTD.0.63%
9. GRANULES INDIA LTD0.61%
10. NEULAND LABORATORIES LTD.0.60%
11. NATCO PHARMA LTD.0.36%
12. CAPLIN POINT LABORATORIES LTD0.18%

1. BSE LTD4.99%
2. MULTI COMMODITY EXCHANGE OF IN4.16%
3. INDIAN ENERGY EXCHANGE LTD0.40%

1. FEDERAL BANK LTD.3.43%
2. AU SMALL FINANCE BANK LTD2.16%
3. KARUR VYSYA BANK LTD.1.32%
4. CITY UNION BANK0.64%
5. JAMMU & KASHMIR BANK LTD0.32%

1. POLYCAB INDIA LTD2.92%
2. KEI INDUSTRIES LTD.1.62%
3. FINOLEX CABLES LTD.0.44%
4. MOTHERSON SUMI WIRING INDIA LTD0.37%

1. PERSISTENT SYSTEMS LTD.1.39%
2. ORACLE FINANCIAL SERVICES SOFT1.19%
3. COFORGE LTD0.99%
4. MPHASIS LTD0.75%
5. TATA ELXSI LTD.0.40%
6. KPIT TECHNOLOGIES LTD0.31%

1. ANAND RATHI WEALTH LTD1.39%
2. COMPUTER AGE MANAGEMENT SERV0.93%
3. 360 ONE WAM LIMITED0.86%
4. ANGEL ONE LTD0.79%
5. MOTILAL OSWAL FINANCIAL SERVIC0.48%

1. BHARAT FORGE LTD.2.73%
2. SONA BLW PRECISION FORGING LTD1.11%

1. GE VERNOVA T & D INDIA LTD3.45%
2. TRANSFORMERS & RECTIFIERS (IND0.12%

1. SUZLON ENERGY LTD.2.61%
2. TRIVENI TURBINE LTD0.46%

1. HITACHI ENERGY INDIA LTD2.69%

1. MARICO LTD2.31%

1. WELSPUN CORP LTD.1.13%
2. APL APOLLO TUBES LTD1.05%

1. NATIONAL ALUMINIUM CO. LTD.2.04%

1. INDIAN BANK1.01%
2. BANK OF MAHARASHTRA0.97%

1. HERO MOTOCORP LTD.1.97%

1. DIXON TECHNOLOGIES (INDIA) LTD1.80%

1. INDUS TOWERS LIMITED1.64%

1. COLGATE PALMOLIVE INDIA LTD.1.35%
2. GILLETTE INDIA LTD.0.24%

1. NIPPON LIFE INDIA ASSET MANAGE1.09%
2. ADITYA BIRLA SUN LIFE AMC LTD0.49%

1. L&T FINANCE LIMITED0.87%
2. MANAPPURAM FINANCE LTD.0.68%

1. NMDC LTD.1.31%
2. GUJ MINERAL DEV COR LTD0.22%

1. DATA PATTERNS (INDIA) LTD.0.63%
2. BHARAT DYNAMICS LTD0.31%
3. ZEN TECHNOLOGIES LTD.0.28%
4. GARDEN REACH SHIPBUILDERS & EN0.27%

1. THERMAX LTD.1.13%
2. ENGINEERS INDIA LTD0.25%

1. APAR INDUSTRIES LTD1.30%

1. DR LAL PATHLABS LTD.0.52%
2. NARAYANA HRUDAYALAYA LTD0.41%
3. VIJAYA DIAGNOSTIC CENTRE LTD0.33%

1. RADICO KHAITAN LTD.1.17%

1. PAGE INDUSTRIES1.03%

About Fund UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹120 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.13. 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
Groww Nifty PSE ETF Growth017 CR
Nippon India Nifty IT Index Fund Growth0198 CR0.98
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth0120 CR1.13
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundGroww Nifty PSE ETF Growth00
This FundNippon India Nifty IT Index Fund Growth-20.21190
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth-0.95590
This FundKotak Silver ETF Growth91.5683178.395
This FundICICI Prudential Silver ETF Growth91.8497178.9553

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth FAQs

UTI Nifty Midsmallcap 400 Momentum Quality 100 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 Midsmallcap 400 Momentum Quality 100 Index Fund Growth is 1.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -2.00%
  • 6 Months : 6.62%
  • 1 Year : -0.96%
  • 3 Years : 0.00%
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth are updated daily based on NAV of ₹ 11.4386 as on Jul 17,2026. Since inception, the return has been 0.00%.

You can invest in UTI Nifty Midsmallcap 400 Momentum Quality 100 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 Midsmallcap 400 Momentum Quality 100 Index Fund Growth is ₹120 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.