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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)

₹110 Cr

Lock In Period

N/A

Expense Ratio

1.18

Exit Load

Nil

Benchmark

Nifty MidSmallcap400 Momentum Quality 100 TRI

Summary

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth NAV is ₹11.4565 as of 21 May, 2026. UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth is ₹500. The AUM of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth is ₹110 Cr. The expense ratio of the fund is 1.18%, and its benchmark is Nifty MidSmallcap400 Momentum Quality 100 TRI. The current exit load of the fund is Nil. In the last 1M months, UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth has delivered 0.70% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.70-1.0512.88
6M0.821.1773.24
1Y1.254.43178.75
3Y0.0014.09264.78

Portfolio Analysis

  • Equity: 100.39%
  • Debt: -0.39%
  • Others
As on: 2026-04-30
View allocation % by

1. BSE LTD6.60%
2. MULTI COMMODITY EXCHANGE OF IN5.03%
3. INDIAN ENERGY EXCHANGE LTD0.43%

1. FEDERAL BANK LTD.3.22%
2. AU SMALL FINANCE BANK LTD3.15%
3. CITY UNION BANK1.23%

1. LUPIN LTD.1.74%
2. GLENMARK PHARMACEUTICALS LTD.1.63%
3. ALKEM LABORATORIES LTD1.12%
4. AUROBINDO PHARMA LTD.1.05%
5. NEULAND LABORATORIES LTD.0.61%
6. ASTRAZENCA PHARMA INDIA LTD.0.29%

1. MUTHOOT FINANCE LTD.2.87%
2. L&T FINANCE LIMITED1.95%
3. MANAPPURAM FINANCE LTD.0.97%
4. SBI CARDS & PAYMENTS SERVICES0.56%

1. PERSISTENT SYSTEMS LTD.1.91%
2. COFORGE LTD1.33%
3. MPHASIS LTD0.80%
4. ORACLE FINANCIAL SERVICES SOFT0.72%
5. TATA ELXSI LTD.0.42%
6. KPIT TECHNOLOGIES LTD0.39%
7. INTELLECT DESIGN ARENA LTD.0.27%
8. ZENSAR TECHNOLOGIES LTD.0.20%
9. NEWGEN SOFTWARE TECHNOLOGIES LTD0.11%

1. ANAND RATHI WEALTH LTD1.35%
2. 360 ONE WAM LIMITED0.93%
3. COMPUTER AGE MANAGEMENT SERV0.89%
4. ANGEL ONE LTD0.75%
5. MOTILAL OSWAL FINANCIAL SERVIC0.46%

1. HERO MOTOCORP LTD.4.09%

1. CUMMINS INDIA LTD.3.97%

1. HDFC ASSET MANAGEMENT COMPANY2.70%
2. NIPPON LIFE INDIA ASSET MANAGE0.83%
3. ADITYA BIRLA SUN LIFE AMC LTD0.28%
4. UTI ASSET MANAGEMENT COMPANY L0.08%

1. POLYCAB INDIA LTD1.70%
2. KEI INDUSTRIES LTD.0.94%
3. MOTHERSON SUMI WIRING INDIA LT0.58%

1. GE VERNOVA T & D INDIA LTD2.81%

1. SUZLON ENERGY LTD.2.35%
2. TRIVENI TURBINE LTD0.26%

1. INDIAN BANK1.77%
2. BANK OF MAHARASHTRA0.55%

1. HITACHI ENERGY INDIA LTD1.88%

1. DIXON TECHNOLOGIES (INDIA) LTD1.81%

1. NATIONAL ALUMINIUM CO. LTD.1.76%

1. MARICO LTD1.69%

1. COLGATE PALMOLIVE INDIA LTD.1.37%
2. GILLETTE INDIA LTD.0.28%

1. APL APOLLO TUBES LTD1.05%
2. WELSPUN CORP LTD.0.52%

1. INDUS TOWERS LIMITED1.56%

1. RADICO KHAITAN LTD.1.40%

1. NMDC LTD.1.00%
2. GUJ MINERAL DEV COR LTD0.35%

1. DATA PATTERNS (INDIA) LTD.0.50%
2. GARDEN REACH SHIPBUILDERS & EN0.43%
3. BHARAT DYNAMICS LTD0.35%

1. MRF LTD.1.00%
2. CEAT LTD.0.25%

1. NARAYANA HRUDAYALAYA LTD0.61%
2. DR LAL PATHLABS LTD.0.48%

1. CENTRAL DEPOSITORY SERVICES1.05%

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 ₹110 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.18. 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
Motilal Oswal Nifty Alpha 50 ETF Growth06.38 CR0.53
NAVI Nifty 50 ETF Growth07.16 CR
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth0110.23 CR1.18
ICICI Prudential Silver ETF Growth014714.8 CR0.4
HDFC Silver ETF Growth07649.03 CR0.5
Fund Name1Y3Y
This FundMotilal Oswal Nifty Alpha 50 ETF Growth00
This FundNAVI Nifty 50 ETF Growth21.30310
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth1.25390
This FundICICI Prudential Silver ETF Growth177.375262.3597
This FundHDFC Silver ETF Growth175.6558264.7811

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 1.18. 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 : 0.70%
  • 6 Months : 0.82%
  • 1 Year : 1.25%
  • 3 Years : 0.00%
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth are updated daily based on NAV of ₹ 11.4565 as on May 19,2026. 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 ₹110 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.