SKG
Sharwan Kumar GoyalFund Manager Since 6 Apr 2022
EquityIndex Funds
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
3Y Annualised
16.49%
-0.55% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.43%
-0.55% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 6 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹249.66 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty India Defence Index Fund Direct Growth
21.75%
2nd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Payout Inc Dist cum Cap Wdrl
21.73%
3rd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Growth
21.73%
4th
Motilal Oswal Nifty India Defence Index Fund Regular Growth
21.68%
5th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Payout Inc Dist cum Cap Wdrl
21.66%
148th
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
6.43%
Fund Managers
AJ
Ayush JainFund Manager Since 2 May 2022
About UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2022-04-06. UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth has ₹249.66 Cr worth of assets under management (AUM) as of Mon Jun 02 2025. The latest Net Asset Value (NAV) of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth as of Fri May 30 2025 is ₹14.3741. The fund has an expense ratio of 0.44%, which is medium comparable to most other Equity funds.
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth returns for the last 1 year are 8.26%. Since launch, it has delivered 12.21% average annual returns.
The UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth has the majority of its money invested in Consumer Defensive, Financial Services, Technology, Basic Materials, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth.
- Colgate-Palmolive (India) Ltd: 5.06%
- Procter & Gamble Hygiene and Health Care Ltd: 3.60%
- Marico Ltd: 3.60%
- HDFC Asset Management Co Ltd: 3.42%
- Dixon Technologies (India) Ltd: 3.11%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2022-04-06 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
10.86%
expense ratio
1.81%
fund size
₹1665.56 Cr
UTI MNC Fund Regular Plan Growth
EquityEquity - Other
3Y CAGR
13.87%
expense ratio
2.05%
fund size
₹2686.09 Cr
UTI Large cap Fund Regular Plan Growth
EquityLarge-Cap
3Y CAGR
13.92%
expense ratio
1.76%
fund size
₹12607.55 Cr
UTI Mid Cap Fund Regular Plan Growth
EquityMid-Cap
3Y CAGR
19.92%
expense ratio
1.77%
fund size
₹10922.68 Cr
UTI Value fund Fund-Direct Growth Option
EquityValue
3Y CAGR
21.14%
expense ratio
1.12%
fund size
₹9572.97 Cr
FAQs
What is the current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What are the average returns of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
How do I invest in UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What is the expense ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What are net assets under management (AUM) of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What is the PE and PB ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What are the top 5 holdings of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What are the top 3 sectors that UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth has invested in?
Who is the manager of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
What is the exit load of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
How to Redeem UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth?
