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  • UTI Mutual Fund
  • UTI Nifty Midcap 150 Quality 50 Index Fund (Growth)
UTI Mutual Fund

UTI Nifty Midcap 150 Quality 50 Index Fund (Growth)

EquityIndex Funds

12.3067

NAV (Apr 10)

10.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.3067

NAV (Apr 10)

Fund Returns

Last 1Y
35.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
10.9%
6 Month CAGR
12.3%

Scheme Information

Investment Objective

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
0.91
Launched (2y ago)
Apr 06, 2022
AUM in Crores
174.117
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

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Nifty Midcap 150 Quality 50 Index Fund (Growth)70%18,86,992 11,54,38035.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-10

Top Stock Holdings

persistent systems ltd

4%
4%

power finance corp ltd

3.9%
3.9%

hdfc asset management co ltd

3.9%
3.9%

tata elxsi ltd

3.5%
3.5%

oracle financial services software ltd

3.4%
3.4%
See all holdings

Allocation by Sector

industrials

22%
22%

technology

18.2%
18.2%

basic materials

17.5%
17.5%

financial services

13.5%
13.5%

consumer cyclical

10.7%
10.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,301 cr

₹ 14,147 cr

₹ 16,756 cr

₹ 51,554 cr

₹ 40,653 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 219,965 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.5%

6.9%

5.8%

7.3%

5.5%

6.8%

16.3%

12%

18.9%

15.2%

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 10.9% 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 4/10/2024 is ₹12.31 with the total AUM as of 4/11/2024 is ₹174.117. 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 35.4% 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)?

UTI Nifty Midcap 150 Quality 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 0.91% for regular plan.