• ETF
  • UTI Nifty Midcap 150 ETF (G)
UTI Nifty Midcap 150 ETF (G)

UTI Nifty Midcap 150 ETF (G)

EquityMid Cap 
  • 199.5009

    NAV

  • 2.2%

    Change

UTI Nifty Midcap 150 ETF (G) NAV

199.5009

NAV (Jan 14)

UTI Nifty Midcap 150 ETF (G) returns

Last 1Y
13.5%
Last 3Y
-
Last 5Y
-
Last 10Y
-
Since Inception
24.3%
6 Month CAGR
-6.5%
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UTI Nifty Midcap 150 ETF (G) Information

Investment Objective

The scheme is seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking error.

Expense Ratio
0.25%
Launched (1Y ago)
2023-08-30
AUM in Crores
7.6
ISIN
INF789F1AYX9
Lock-in
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000

Fund Managers

user-avatar

Ayush Jain

Fund Manager

user-avatar

Sharwan Kumar Goyal

Fund Manager

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Asset allocation and Holdings

Last updated on 2024-11-29

Top 10 Stock Holdings

Suzlon Energy Ltd.
2.2 %
Max Healthcare Institute Ltd.
2 %
The Indian Hotels Company Ltd.
1.6 %
Cummins India Ltd.
1.5 %
Persistent Systems Ltd.
1.5 %
Yes Bank Ltd.
1.4 %
The Federal Bank Ltd.
1.4 %
CG Power and Industrial Solutions Ltd.
1.4 %
Lupin Ltd.
1.4 %
Dixon Technologies (India) Ltd.
1.3 %
See all holdings

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UTI Nifty Midcap 150 ETF (G) Review

UTI Nifty Midcap 150 ETF (G) is an Exchange Traded Fund which is benchmarked to . UTI Nifty Midcap 150 ETF (G) is managed by the UTI Mutual Fund with the fund managers being Ayush Jain, Sharwan Kumar Goyal. The UTI Nifty Midcap 150 ETF (G) was launched on 2023-08-30 with no lock-in period. Since its inception, the fund has delivered 24.277% as a return on investment.The fund has delivered a 1-year return of 13.496%.

As on 14 Jan, 2025 the NAV of the fund is Rs 199.50 and the AUM is Rs 7.57 crores. The fund charges an expense ratio of 0.25% on an annual basis. You can start a SIP with an investment of a minimum of Rs 100. You can make a lumpsum investment of minimum of Rs 5000.

Since the scheme is benchmarked to , the fund is subject to very high risk and it may witness volatility in the short term. Hence, an exchange-traded fund is more suitable for an investment horizon of more than 5 years. The UTI Nifty Midcap 150 ETF (G) has an asset allocation of 0% in equity and equity equivalents and 0% in debt securities.

Scripbox provides a unique feature through which you can compare the performance of UTI Nifty Midcap 150 ETF (G) with another fund in a similar category. This way you can make a well-informed investment decision.