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

UTI Nifty Midcap 150 Quality 50 Index Fund (G)

EquityIndex Funds

14.3759

NAV (Oct 30)

15.172%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

14.3759

NAV (Oct 30)

Fund Returns

Last 1Y
33.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
15.2%
6 Month CAGR
16.5%

Scheme Information

Investment Objective

The scheme seeks 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
2022-04-11
AUM in Crores
251.8
ISIN
INF789F1AVG0
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap150 Quality 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Ayush Jain

Fund Manager

Sharwan Kumar Goyal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Nifty Midcap 150 Quality 50 Index Fund (G)70%17,94,251 10,61,63933.7%
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 2024-07-12

Top Stock Holdings

Persistent Systems Ltd.

3.68%
3.679%

Procter & Gamble Hygiene and Health Care Ltd.

3.46%
3.459%

HDFC Asset Management Company Ltd.

3.16%
3.155%

Page Industries Ltd.

3.03%
3.032%

Cummins India Ltd.

2.94%
2.938%
See all holdings

Allocation by Sector

Technology

16.92%
16.916703%

Chemicals

11.91%
11.905525%

Capital Goods

11.39%
11.387341%

Metals & Mining

9.72%
9.716776%

Financial

9.09%
9.089848%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.5%

7.3%

6.1%

6.8%

6.2%

6.9%

16.2%

15.2%

20.7%

14.1%

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 15.17% over 2 years. The fund has grown over a period of 2 years. The fund is managed by UTI Mutual Fund. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI Nifty Midcap 150 Quality 50 Index Fund (G) as of 10/30/2024 is ₹14.38 with the total AUM as of 10/31/2024 is ₹251.78. 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 2022-04-11.

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 Midcap150 Quality 50 Total Return Index.

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)?

It 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.

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.

What is the NAV of UTI Nifty Midcap 150 Quality 50 Index Fund (G)?

Today's UTI Nifty Midcap 150 Quality 50 Index Fund (G) NAV is ₹14.38.