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)
₹116 Cr
Lock In Period
N/A
Expense Ratio
1.06
Exit Load
Nil
Benchmark
Nifty MidSmallcap400 Momentum Quality 100 TRI
Summary
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth NAV is ₹11.4961 as of 30 Jun, 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 ₹116 Cr. The expense ratio of the fund is 1.06%, 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 -0.36% returns.
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.36 | -0.09 | 9.17 |
| 6M | 5.33 | 1.24 | 36.03 |
| 1Y | -0.22 | 4.02 | 105.31 |
| 3Y | 0.00 | 12.67 | 210.43 |
Portfolio Analysis
- Equity: 99.92%
- Debt: 0.08%
- Others
As on: 2026-05-31
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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 ₹116 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.06. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Nifty India Defence Index Fund Growth | 0 | 4855.94 CR | 1.06 |
| UTI Nifty Midcap 150 Index Fund Growth | 0 | 70.1 CR | 1.02 |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth | 0 | 115.66 CR | 1.06 |
| ICICI Prudential Silver ETF Growth | 0 | 15985.7 CR | 0.4 |
| Axis Silver ETF Growth | 0 | 2163.42 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Nifty India Defence Index Fund Growth | 7.6258 | 0 |
| This FundUTI Nifty Midcap 150 Index Fund Growth | 4.7944 | 0 |
| This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth | -0.2219 | 0 |
| This FundICICI Prudential Silver ETF Growth | 104.7736 | 210.2352 |
| This FundAxis Silver ETF Growth | 104.255 | 210.4286 |
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 1.06. 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 : -0.36%
- 6 Months : 5.33%
- 1 Year : -0.22%
- 3 Years : 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 ₹116 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.
