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  • UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹89 Cr

Lock In Period

N/A

Expense Ratio

1.1

Benchmark

Nifty MidSmallcap400 Momentum Quality 100 TRI

Exit Load

Nil

Summary

Latest details for UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth include a ₹11.2723 NAV as of Apr 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth AUM is ₹89 Cr, with a lock-in of N/A years, expense ratio of 1.1%, and benchmark Nifty MidSmallcap400 Momentum Quality 100 TRI. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 12.04% returns, against a category average of 0.12% and a category best of 18.80%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.040.1218.80
6M0.780.7264.58
1Y4.463.83142.83
3Y0.0011.80213.84

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-03-31
View allocation % by

1. BSE LTD5.59%
2. MULTI COMMODITY EXCHANGE OF IN4.65%
3. INDIAN ENERGY EXCHANGE LTD0.45%

1. FEDERAL BANK LTD.3.34%
2. AU SMALL FINANCE BANK LTD3.00%
3. CITY UNION BANK1.26%

1. LUPIN LTD.2.00%
2. GLENMARK PHARMACEUTICALS LTD.1.66%
3. ALKEM LABORATORIES LTD1.26%
4. AUROBINDO PHARMA LTD.1.14%
5. NEULAND LABORATORIES LTD.0.57%
6. ASTRAZENCA PHARMA INDIA LTD.0.31%

1. MUTHOOT FINANCE LTD.3.04%
2. L&T FINANCE LIMITED1.92%
3. MANAPPURAM FINANCE LTD.0.95%
4. SBI CARDS & PAYMENTS SERVICES0.63%

1. PERSISTENT SYSTEMS LTD.2.23%
2. COFORGE LTD1.42%
3. MPHASIS LTD0.83%
4. ORACLE FINANCIAL SERVICES SOFT0.57%
5. TATA ELXSI LTD.0.46%
6. KPIT TECHNOLOGIES LTD0.37%
7. INTELLECT DESIGN ARENA LTD.0.25%
8. ZENSAR TECHNOLOGIES LTD.0.23%
9. NEWGEN SOFTWARE TECHNOLOGIES LTD0.10%

1. HERO MOTOCORP LTD.4.66%

1. ANAND RATHI WEALTH LTD1.31%
2. 360 ONE WAM LIMITED0.98%
3. COMPUTER AGE MANAGEMENT SERV0.87%
4. ANGEL ONE LTD0.63%
5. MOTILAL OSWAL FINANCIAL SERVIC0.42%

1. CUMMINS INDIA LTD.3.90%

1. HDFC ASSET MANAGEMENT COMPANY2.53%
2. NIPPON LIFE INDIA ASSET MANAGE0.76%
3. ADITYA BIRLA SUN LIFE AMC LTD0.28%
4. UTI ASSET MANAGEMENT COMPANY L0.10%

1. POLYCAB INDIA LTD1.65%
2. KEI INDUSTRIES LTD.0.90%
3. MOTHERSON SUMI WIRING INDIA LT0.61%

1. GE VERNOVA T & D INDIA LTD2.63%

1. INDIAN BANK2.01%
2. BANK OF MAHARASHTRA0.49%

1. SUZLON ENERGY LTD.1.92%
2. TRIVENI TURBINE LTD0.23%

1. NATIONAL ALUMINIUM CO. LTD.1.95%

1. MARICO LTD1.85%

1. NMDC LTD.0.97%
2. REDINGTON LTD0.57%
3. GUJ MINERAL DEV COR LTD0.31%

1. INDUS TOWERS LIMITED1.83%

1. DIXON TECHNOLOGIES (INDIA) LTD1.80%

1. COLGATE PALMOLIVE INDIA LTD.1.34%
2. GILLETTE INDIA LTD.0.30%

1. APL APOLLO TUBES LTD1.23%
2. WELSPUN CORP LTD.0.38%

1. HITACHI ENERGY INDIA LTD1.56%

1. MRF LTD.1.14%
2. CEAT LTD.0.27%

1. RADICO KHAITAN LTD.1.23%

1. NARAYANA HRUDAYALAYA LTD0.64%
2. DR LAL PATHLABS LTD.0.53%

1. DATA PATTERNS (INDIA) LTD.0.43%
2. GARDEN REACH SHIPBUILDERS & EN0.34%
3. BHARAT DYNAMICS LTD0.33%

1. CENTRAL DEPOSITORY SERVICES1.06%

About Fund

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 ₹89 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.1. 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
This FundNippon India Nifty Realty Index Fund Growth032.22 CR0.9
This FundICICI Prudential Nifty Top 15 Equal Weight ETF Growth09.05 CR0.35
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth089.33 CR1.1
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundNippon India Nifty Realty Index Fund Growth-12.63490
This FundICICI Prudential Nifty Top 15 Equal Weight ETF Growth00
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth4.45560
This FundKotak Silver ETF Growth142.2481212.9954
This FundICICI Prudential Silver ETF Growth142.8313213.8362

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 1.1. 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 : 12.04%
  • 6 Months : 0.78%
  • 1 Year : 4.46%
  • 3 Years : 0.00%
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth are updated daily based on NAV of ₹ 11.2723 as on Apr 27,2026. 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 ₹89 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.
Min Inv Amount: ₹500