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Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹93 Cr

Lock In Period

N/A

Expense Ratio

1.09

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 ₹10.3226 NAV as of Mar 04,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth AUM is ₹93 Cr, with a lock-in of N/A years, expense ratio of 1.09%, and benchmark Nifty MidSmallcap400 Momentum Quality 100 TRI. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 1.01% returns, against a category average of -0.21% and a category best of 15.61%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.01-0.2115.61
6M-3.062.13135.39
1Y12.946.24204.17
3Y0.0014.07342.09

Portfolio Analysis

  • Equity: 99.98%
  • Debt: 0.02%
  • Others
As on: 2026-01-31
View allocation % by

1. BSE LTD5.32%
2. MULTI COMMODITY EXCHANGE OF IN4.49%
3. INDIAN ENERGY EXCHANGE LTD0.46%

1. FEDERAL BANK LTD.3.38%
2. AU SMALL FINANCE BANK LTD3.20%
3. CITY UNION BANK1.44%

1. PERSISTENT SYSTEMS LTD.2.52%
2. COFORGE LTD1.92%
3. MPHASIS LTD1.01%
4. ORACLE FINANCIAL SERVICES SOFT0.60%
5. TATA ELXSI LTD.0.57%
6. KPIT TECHNOLOGIES LTD0.56%
7. INTELLECT DESIGN ARENA LTD.0.35%
8. ZENSAR TECHNOLOGIES LTD.0.23%
9. NEWGEN SOFTWARE TECHNOLOGIES LTD0.13%

1. MUTHOOT FINANCE LTD.3.36%
2. L&T FINANCE LIMITED2.09%
3. MANAPPURAM FINANCE LTD.0.99%
4. SBI CARDS & PAYMENTS SERVICES0.68%

1. LUPIN LTD.1.70%
2. GLENMARK PHARMACEUTICALS LTD.1.43%
3. ALKEM LABORATORIES LTD1.24%
4. AUROBINDO PHARMA LTD.0.96%
5. NEULAND LABORATORIES LTD.0.57%
6. ASTRAZENCA PHARMA INDIA LTD.0.31%

1. HERO MOTOCORP LTD.4.65%

1. ANAND RATHI WEALTH LTD1.13%
2. 360 ONE WAM LIMITED1.07%
3. COMPUTER AGE MANAGEMENT SERV0.88%
4. ANGEL ONE LTD0.65%
5. MOTILAL OSWAL FINANCIAL SERVIC0.45%

1. HDFC ASSET MANAGEMENT COMPANY2.62%
2. NIPPON LIFE INDIA ASSET MANAGE0.76%
3. ADITYA BIRLA SUN LIFE AMC LTD0.22%
4. UTI ASSET MANAGEMENT COMPANY L0.10%

1. CUMMINS INDIA LTD.3.26%

1. POLYCAB INDIA LTD1.54%
2. KEI INDUSTRIES LTD.0.82%
3. MOTHERSON SUMI WIRING INDIA LT0.65%

1. INDIAN BANK1.98%
2. BANK OF MAHARASHTRA0.48%

1. SUZLON ENERGY LTD.2.11%
2. TRIVENI TURBINE LTD0.24%

1. GE VERNOVA T & D INDIA LTD2.13%

1. NMDC LTD.0.94%
2. REDINGTON LTD0.71%
3. GUJ MINERAL DEV COR LTD0.28%

1. INDUS TOWERS LIMITED1.78%

1. NATIONAL ALUMINIUM CO. LTD.1.78%

1. DIXON TECHNOLOGIES (INDIA) LTD1.77%

1. COLGATE PALMOLIVE INDIA LTD.1.44%
2. GILLETTE INDIA LTD.0.33%

1. MARICO LTD1.67%

1. APL APOLLO TUBES LTD1.18%
2. WELSPUN CORP LTD.0.31%

1. MRF LTD.1.07%
2. CEAT LTD.0.29%

1. RADICO KHAITAN LTD.1.21%

1. GARDEN REACH SHIPBUILDERS & EN0.43%
2. BHARAT DYNAMICS LTD0.42%
3. DATA PATTERNS (INDIA) LTD.0.34%

1. HINDUSTAN COPPER LTD.1.18%

1. NARAYANA HRUDAYALAYA LTD0.64%
2. DR LAL PATHLABS LTD.0.52%

1. CENTRAL DEPOSITORY SERVICES1.14%

1. HITACHI ENERGY INDIA LTD1.11%

1. COROMANDEL INTERNATIONAL LTD.1.07%

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 ₹93 Crore. The fund benchmarks its performance against the Nifty MidSmallcap400 Momentum Quality 100 TRI while maintaining an expense ratio of 1.09. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundDSP Nifty Bank Index Fund Growth057.95 CR0.82
This FundAditya Birla Sun Life Nifty PSE ETF Growth031.21 CR0.2
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth092.89 CR1.09
This FundICICI Prudential Silver ETF Growth022162.19 CR0.4
This FundAxis Silver ETF Growth02604.53 CR0.4
Fund Name1Y3Y
This FundDSP Nifty Bank Index Fund Growth23.66020
This FundAditya Birla Sun Life Nifty PSE ETF Growth30.65460
This FundUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth12.94030
This FundICICI Prudential Silver ETF Growth204.1658339.3771
This FundAxis Silver ETF Growth202.6372342.0938

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 1.09. 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 : 1.01%
  • 6 Months : -3.06%
  • 1 Year : 12.94%
  • 3 Years : 0.00%
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth are updated daily based on NAV of ₹ 10.3226 as on Mar 04,2026. 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 ₹93 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