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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹130 Cr

Lock In Period

N/A

Expense Ratio

1.31

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-1.57-1.0818.10
6M-1.110.4421.70
1Y-0.442.2336.06
3Y0.009.28173.67

Portfolio Analysis

  • Equity: 100.10%
  • Debt: -0.10%
  • Others
As on: 2026-09-30
View allocation % by

1. LAURUS LABS LTD.4.78%
2. AUROBINDO PHARMA LTD.2.35%
3. LUPIN LTD.2.21%
4. ACUTAAS CHEMICALS LIMITED1.53%
5. GLAND PHARMA LTD.1.18%
6. GLENMARK PHARMACEUTICALS LTD.1.10%
7. NEULAND LABORATORIES LTD.0.82%
8. AJANTA PHARMA LTD.0.81%
9. GRANULES INDIA LTD0.67%
10. NATCO PHARMA LTD.0.28%
11. CAPLIN POINT LABORATORIES LTD0.28%

1. FEDERAL BANK LTD.4.11%
2. AU SMALL FINANCE BANK LTD2.03%
3. KARUR VYSYA BANK LTD.1.26%
4. CITY UNION BANK0.70%
5. JAMMU & KASHMIR BANK LTD0.32%

1. BSE LTD4.16%
2. MULTI COMMODITY EXCHANGE OF IN3.79%
3. INDIAN ENERGY EXCHANGE LTD0.35%

1. PERSISTENT SYSTEMS LTD.1.63%
2. ORACLE FINANCIAL SERVICES SOFT1.36%
3. COFORGE LTD1.26%
4. MPHASIS LTD0.74%
5. TATA ELXSI LTD.0.32%
6. KPIT TECHNOLOGIES LTD0.23%

1. POLYCAB INDIA LTD2.47%
2. KEI INDUSTRIES LTD.1.32%
3. FINOLEX CABLES LTD.0.52%
4. MOTHERSON SUMI WIRING INDIA LTD0.32%

1. BHARAT FORGE LTD.2.80%
2. SONA BLW PRECISION FORGING LTD1.76%

1. ANAND RATHI WEALTH LTD1.54%
2. COMPUTER AGE MANAGEMENT SERV0.79%
3. 360 ONE WAM LIMITED0.76%
4. ANGEL ONE LTD0.72%
5. MOTILAL OSWAL FINANCIAL SERVIC0.59%

1. WELSPUN CORP LTD.2.35%
2. APL APOLLO TUBES LTD1.19%

1. GE VERNOVA T & D INDIA LTD2.56%
2. TRANSFORMERS & RECTIFIERS (IND0.10%

1. HITACHI ENERGY INDIA LTD2.45%

1. HERO MOTOCORP LTD.2.28%

1. SUZLON ENERGY LTD.1.91%
2. TRIVENI TURBINE LTD0.31%

1. MARICO LTD2.20%

1. DIXON TECHNOLOGIES (INDIA) LTD2.15%

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

1. APAR INDUSTRIES LTD1.89%

1. RADICO KHAITAN LTD.1.56%

1. DATA PATTERNS (INDIA) LTD.0.71%
2. ZEN TECHNOLOGIES LTD.0.29%
3. BHARAT DYNAMICS LTD0.28%
4. GARDEN REACH SHIPBUILDERS & EN0.24%

1. NIPPON LIFE INDIA ASSET MANAGE1.06%
2. ADITYA BIRLA SUN LIFE AMC LTD0.41%

1. COLGATE PALMOLIVE INDIA LTD.1.23%
2. GILLETTE INDIA LTD.0.22%

1. NATIONAL ALUMINIUM CO. LTD.1.37%

1. DR LAL PATHLABS LTD.0.67%
2. NARAYANA HRUDAYALAYA LTD0.36%
3. VIJAYA DIAGNOSTIC CENTRE LTD0.33%

1. L&T FINANCE LIMITED0.75%
2. MANAPPURAM FINANCE LTD.0.55%

1. NMDC LTD.1.05%
2. GUJ MINERAL DEV COR LTD0.15%

1. INDUS TOWERS LIMITED1.16%

1. THERMAX LTD.0.78%
2. ENGINEERS INDIA LTD0.32%

1. PAGE INDUSTRIES1.03%
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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 ₹130 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.31. 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.

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 1.31. 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 : -1.57%
  • 6 Months : -1.11%
  • 1 Year : -0.44%
  • 3 Years : 0.00%
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth are updated daily based on NAV of ₹ 11.1067 as on Oct 30,2026. 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 ₹130 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.
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