UTI Nifty Midcap 150 Index Fund Regular Growth

Index Funds
Index Funds
Very High Risk

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Rating:

Key Metrics

Aum

₹57.68 Cr

Expense Ratio

1.10%

Exit Load

0.00%

Min. Investment

₹1,000.00

Min. SIP

₹500.00

Launch Date

28 Nov 2024

CAGR Returns

Period	Absolute(%)	Annualised(%)
1 Month	+0.66%	--
3 Months	+0.02%	--
6 Months	-0.87%	--
1 Year	+5.54%	+5.54%
2 Years	--	0%
3 Years	--	0%
5 Years	--	0%
Since Launch	+5.61%	+3.79%

Holdings as on 19 May 2026

Name	Value (₹Cr)	Holding %
BSE	2.51	3.79
Multi Commodity Exchange Of India	1.28	1.93
Federal Bank	1.20	1.80
Suzlon Energy	1.14	1.72
Hero Motocorp	1.12	1.69
Indusind Bank	1.02	1.54
AU Small Finance Bank	0.97	1.46
PB Fintech	0.96	1.45
Lupin	0.95	1.42
GE Vernova T&D India	0.94	1.41

Morning Star Rating

Rating:

Risk

Medium

Return

Exceptional

Risk & Volitility

0.00

Sharpe Ratio

0.00%

Std. Deviation

Tracking Error

Alpha

Beta

Peer Comparison

Fund Name	1Y	3Y	5Y
Axis BSE Sensex Index Fund Regular Growth	-7.96%	--	--
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth	--	--	--
UTI Nifty Midcap 150 Index Fund Regular Growth	+5.54%	--	--
SBI Nifty100 Low Volatility 30 Index Fund Regular Growth	--	--	--
Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth	-5.08%	--	--

Results are calculated on CAGR basis

About Fund

The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

The UTI Nifty Midcap 150 Index Fund Regular Growth has an AUM of 57.68 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.10%. The minimum investment in UTI Nifty Midcap 150 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The fund has a present cash holding of %. The top holdings of the fund include BSE, Multi Commodity Exchange Of India, Federal Bank, Suzlon Energy.

The major sectors where the fund is invested are Regional Banks, Investment Services, Biotechnology & Drugs, Software & Programming.

Some of the similar funds are Axis BSE Sensex Index Fund Regular Growth, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth, UTI Nifty Midcap 150 Index Fund Regular Growth, SBI Nifty100 Low Volatility 30 Index Fund Regular Growth, Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth. UTI Nifty Midcap 150 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs

Is UTI Nifty Midcap 150 Index Fund Regular Growth good for investment?

According to the morning star rating UTI Nifty Midcap 150 Index Fund Regular Growth has a Medium risk & Exceptional return.

Who manages the UTI Nifty Midcap 150 Index Fund Regular Growth?

UTI Nifty Midcap 150 Index Fund Regular Growth is managed by Sharwan Kumar Goyal,Ayush Jain.

What is the expense ratio of UTI Nifty Midcap 150 Index Fund Regular Growth?

The expense ratio of UTI Nifty Midcap 150 Index Fund Regular Growth is 1.10%.

What are the returns of UTI Nifty Midcap 150 Index Fund Regular Growth?

The 5 year annualized return on UTI Nifty Midcap 150 Index Fund Regular Growth is 0.00% & it has generated 5.54% in the last 1 year.

What is the minimum investment in UTI Nifty Midcap 150 Index Fund Regular Growth?

The minimum investment in UTI Nifty Midcap 150 Index Fund Regular Growth is 1000 Rs.

What is the fund size of UTI Nifty Midcap 150 Index Fund Regular Growth?

UTI Nifty Midcap 150 Index Fund Regular Growth has an AUM of 57.68 crores.