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Business News/Market/Market Stats/    UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth

UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth

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  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
14.54 -0.01 (-0.04%) NAV as on 16 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)229.47
  • CAGR 41.76%
  • Exit Load0.00%
  • Expense ratio0.90%
  • CategoryIndex Funds
  • Min Investment5000
  • Min SIP500
  • Launch Date2022-04-06

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 July 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 229.47 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 0.90%. The minimum investment in UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

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

 

The top holdings of the fund include P&G Hygiene & Health Care, Persistent Systems, HDFC Asset Management Company & Cummins India.

 

The major sectors where the fund is invested are Chemical Manufacturing, Software & Programming, Biotechnology & Drugs & Personal & Household Prods..

 

Some of the similar funds are Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth, Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth, DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth, Axis Nifty Next 50 Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth. UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth

According to the morning star rating UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is managed by Sharwan Kumar Goyal,Ayush Jain.
The expense ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 0.90%.
The 5 year annualized return on UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 0.00% & it has generated 41.76% in the last 1 year.
The minimum investment in UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth is 5000 Rs.
UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth has an AUM of 229.47 crores.
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