UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹244.72 Cr
Expense Ratio
1.01%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
6 Apr 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.27% | -- |
| 3 Months | +4.75% | -- |
| 6 Months | +1.97% | -- |
| 1 Year | -3.75% | -3.75% |
| 2 Years | -- | -1.73% |
| 3 Years | +36.84% | +11.02% |
| 5 Years | -- | 0% |
| Since Launch | +40.44% | +8.27% |
Holdings as on 18 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BSE | 12.34 | 5.04 |
| Colgate Palmolive (India) Ltd | 11.34 | 4.63 |
| Dixon Technologies (India) | 9.66 | 3.95 |
| Marico | 8.94 | 3.65 |
| Hero Motocorp | 8.31 | 3.39 |
| Page Industries | 7.70 | 3.14 |
| Polycab India | 7.56 | 3.09 |
| Persistent Systems | 6.58 | 2.69 |
| Oracle Financial Services Software | 5.89 | 2.41 |
| Nippon Life India Asset Management | 5.80 | 2.37 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.34
Sharpe Ratio
17.19%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth | +4.52% | +17.21% | -- |
| ICICI Prudential Nifty50 Equal Weight Index Fund Regular Growth | +2.96% | +12.56% | -- |
| UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth | -3.75% | +11.02% | -- |
| Bandhan Nifty 100 Index Fund Regular Growth | -2.51% | +9.35% | -- |
| Tata BSE Select Business Groups Index Fund Regular Growth | +1.13% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has an AUM of 244.72 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 1.01%. The minimum investment in UTI Nifty Midcap 150 Quality 50 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include BSE, Colgate Palmolive (India) Ltd, Dixon Technologies (India), Marico.
The major sectors where the fund is invested are Software & Programming, Investment Services, Personal & Household Prods., Electronic Instr. & Controls.
Some of the similar funds are Aditya Birla Sun Life Nifty Next 50 Index Fund Regular Growth, ICICI Prudential Nifty50 Equal Weight Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth, Bandhan Nifty 100 Index Fund Regular Growth, Tata BSE Select Business Groups Index Fund Regular Growth. UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a sharpe ratio of 0.34 & a standard deviation of 17.19%.
FAQs
According to the morning star rating UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a Medium risk & High return.
UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is managed by Sharwan Goyal,Ayush Jain,Lokesh Kulthia.
The expense ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 1.01%.
The 5 year annualized return on UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 0.00% & it has generated -3.75% in the last 1 year.
The minimum investment in UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 1000 Rs.
UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has an AUM of 244.72 crores.
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