Uti Nifty Midcap 150 Quality 50 Index Fund Regular Plan Growth

12.32
NAV (Apr 29,2024)

Introducing the UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth. This fund has a low expense ratio of 0.91 and aims to provide long-term capital growth. With an established date of April 11, 2022, it has already accumulated an impressive scheme AUM of ₹169.86. With a minimum investment requirement of ₹5000, investors can access a diversified portfolio of high-quality midcap stocks that form part of the Nifty Midcap 150 Quality 50 Index.

Uti Nifty Midcap 150 Quality 50 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Nifty Midcap 150 Quality 50 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    48.93
  • P/B Ratio
    UM_URBAN_MONEY

    10.83
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.91%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

169.86 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 01, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,241.25 (2.41%)11,582.41 (15.82%)13,360.25 (33.60%)-- (--)-- (--)
30,723.75 (2.41%)34,747.23 (15.82%)40,080.75 (33.60%)-- (--)-- (--)
51,206.25 (2.41%)57,912.05 (15.82%)66,801.25 (33.60%)-- (--)-- (--)
81,930 (2.41%)92,659.28 (15.82%)1,06,882 (33.60%)-- (--)-- (--)
1,02,412.5 (2.41%)1,15,824.1 (15.82%)1,33,602.5 (33.60%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • EQ TATA ELXSI LTD3.89%
  • EQ POWER FINANCE CORPORATION LTD3.76%
  • EQ PAGE INDUSTRIES3.50%
  • EQ PERSISTENT SYSTEMS LTD3.48%
  • EQ HDFC ASSET MANAGEMENT COMPANY3.37%
  • EQ TUBE INVESTMENTS OF INDIA LTD3.12%
  • EQ COFORGE LTD2.68%
  • EQ POLYCAB INDIA LTD2.61%
  • EQ SUPREME INDUSTRIES LTD2.56%
  • EQ NMDC LTD2.50%
  • EQ MPHASIS LTD2.48%
  • EQ AU SMALL FINANCE BANK LTD2.48%
  • EQ ASTRAL LTD2.32%
  • EQ SOLAR INDUSTRIES INDIA LTD2.31%
  • EQ ABBOTT INDIA LTD2.30%
  • EQ COROMANDEL INTERNATIONAL LTD2.30%
  • EQ PETRONET LNG LTD2.18%
  • EQ L&T TECHNOLOGY SERVICES LTD2.12%
  • EQ EMAMI LTD2.12%
  • EQ GRINDWELL NORTON LTD1.97%
  • EQ INDRAPRASTHA GAS LTD1.97%
  • EQ VOLTAS LTD1.91%
  • EQ CROMPTON GREAVES CONSUMER ELEC1.90%
  • EQ SKF INDIA LTD1.87%
  • EQ ORACLE FINANCIAL SERVICES SOFT1.87%
  • EQ APL APOLLO TUBES LTD1.81%
  • EQ ICICI SECURITIES LTD1.79%
  • EQ BALKRISHNA INDUSTRIES LTD1.77%
  • EQ GLAXOSMITHKLINE PHARMACEUTICA1.76%
  • EQ M INDIA LTD1.74%
  • EQ AIA ENGINEERING LTD1.71%
  • EQ HINDUSTAN ZINC LTD1.68%
  • EQ SCHAEFFLER INDIA LTD1.68%
  • EQ CRISIL LTD1.62%
  • EQ KAJARIA CERAMICS LTD1.57%
  • EQ AJANTA PHARMA LTD1.56%
  • EQ BAYER CROPSCIENCE LTD1.53%
  • EQ NAVIN FLUORINE INTERNATIONAL L1.48%
  • EQ ATUL LTD1.46%
  • EQ PFIZER LIMITED1.38%
  • EQ DR LAL PATHLABS LTD1.35%
  • EQ HONEYWELL AUTOMATION INDIA LTD1.30%
  • EQ SUMITOMO CHEMICAL INDIA LTD1.27%
  • EQ SUN TV NETWORK LTD1.26%
  • EQ K P R MILL LTD1.23%
  • EQ GUJARAT GAS LTD1.09%
  • EQ KANSAI NEROLAC PAINTS LTD1.08%
  • EQ VINATI ORGANICS LTD1.06%
  • EQ RELAXO FOOTWEARS LTD1.01%
  • EQ WHIRLPOOL OF INDIA LTD0.80%
  • NET CURRENT ASSETS0.44%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

25.05%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

18.95%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.79%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

12.12%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.98%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

26.76%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

20.90%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

19.02%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

16.33%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.86%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

14.67%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.27%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.20%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

SG

Mr. Sharwan Kumar GoyalFund Manager

Mr. Sharwan Kumar Goyal began his career with UTI AMC in June 2006 and has over 10 years of experience in Risk Management, Equity Research and Portfolio Analysis.

AJ

Mr. Ayush JainAssistant Fund Manager

He began his career with UTI AMC Ltd in April 2018 and has over 4 years of experience in Equity Research, Equity Portfolio Analysis & Portfolio Management Services.

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