- Mutual Funds
- UTI Mutual Fund
- UTI Nifty Midcap 150 Quality 50 Index Fund (Growth)
UTI Nifty Midcap 150 Quality 50 Index Fund (Growth)
₹ 14.3811
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.3811
NAV (Jul 25)
Fund Returns
Last 1Y | 38.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.2% |
6 Month CAGR | 20.5% |
Scheme Information
The investment objective of the scheme is to provide returns that,before expenses,closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error.
Expense Ratio | 0.9 |
Launched (2y ago) | Apr 06, 2022 |
AUM in Crores | 229.467 |
ISIN | INF789F1AVG0 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 Quality 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Nifty Midcap 150 Quality 50 Index Fund (Growth) | 21,15,315 | 13,82,703 | 39.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
procter & gamble hygiene and health care ltd
3.5%persistent systems ltd
3.4%hdfc asset management co ltd
3.2%cummins india ltd
3.2%tube investments of india ltd ordinary shares
3%Allocation by Sector
industrials
29.4%basic materials
18%technology
15%financial services
10.1%healthcare
8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.8% | 6.9% | ||
18.8% | 15.5% | ||
16.4% | 12.2% | ||
5.8% | 6.8% | ||
6.1% | 7.3% |
UTI Nifty Midcap 150 Quality 50 Index Fund (G) Review
UTI Nifty Midcap 150 Quality 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 17.3% over a period of 2 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.
Nav of UTI Nifty Midcap 150 Quality 50 Index Fund (G) as of 7/25/2024 is ₹14.38 with the total AUM as of 7/26/2024 is ₹229.467. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty Midcap 150 Quality 50 Index Fund (G) was launched on Apr 06, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Nifty Midcap 150 Quality 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Nifty Midcap 150 Quality 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 Quality 50 TR INR.
UTI Nifty Midcap 150 Quality 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 39.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty Midcap 150 Quality 50 Index Fund (G).
Frequently Asked Questions
What is UTI Nifty Midcap 150 Quality 50 Index Fund (G)?
How to invest in UTI Nifty Midcap 150 Quality 50 Index Fund (G)?
You can invest in UTI Nifty Midcap 150 Quality 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Nifty Midcap 150 Quality 50 Index Fund (G)?
The minimum sip amount for UTI Nifty Midcap 150 Quality 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Nifty Midcap 150 Quality 50 Index Fund (G) good to invest in?
As per Scripbox experts, UTI Nifty Midcap 150 Quality 50 Index Fund (G) is a Not Reviewed Yet fund. You can investUTI Nifty Midcap 150 Quality 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Nifty Midcap 150 Quality 50 Index Fund (G)?
The expense ratio of the UTI Nifty Midcap 150 Quality 50 Index Fund (G) is 0.9% for regular plan.