UTI Nifty Midcap 150 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
All
NAV: 25 Apr 2025₹9.43
Min. SIP amount₹500
RatingNA
Fund size₹45.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
3 months
Total investment of ₹0
Would have become ₹0 (-0.00%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M3M6MAll
Fund returns-3.8%-3.8%NA-7.0%
Category averageNANANANA
Rank with in category1818NANA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
15.5%28.0%26,028.34
5
12.4%25.4%72,610.08
4
15.1%24.9%33,174.74
4
14.9%20.2%48,128.71
4
10.6%18.8%20,890.26

Holdings (150)

NameSectorInstrumentAssets
HealthcareEquity2.59%
ServicesEquity2.36%
Capital GoodsEquity2.13%
TechnologyEquity1.86%
TechnologyEquity1.71%
ServicesEquity1.67%
Capital GoodsEquity1.61%
HealthcareEquity1.55%
FinancialEquity1.50%
CommunicationEquity1.40%
DiversifiedEquity1.35%
Capital GoodsEquity1.31%
FinancialEquity1.29%
HealthcareEquity1.15%
EnergyEquity1.10%
Consumer StaplesEquity1.09%
FinancialEquity1.08%
Consumer DiscretionaryEquity1.05%
HealthcareEquity1.03%
ChemicalsEquity1.02%
ConstructionEquity1.02%
FinancialEquity1.01%
Consumer StaplesEquity1.00%
FinancialEquity1.00%
AutomobileEquity0.99%
ConstructionEquity0.97%
FinancialEquity0.95%
AutomobileEquity0.94%
FinancialEquity0.94%
AutomobileEquity0.93%
TechnologyEquity0.90%
EnergyEquity0.90%
Capital GoodsEquity0.88%
ChemicalsEquity0.88%
Consumer DiscretionaryEquity0.88%
Metals & MiningEquity0.88%
ChemicalsEquity0.87%
HealthcareEquity0.87%
ConstructionEquity0.86%
TextilesEquity0.85%
ServicesEquity0.85%
FinancialEquity0.84%
EnergyEquity0.82%
Capital GoodsEquity0.82%
HealthcareEquity0.82%
FinancialEquity0.81%
ServicesEquity0.80%
ServicesEquity0.77%
FinancialEquity0.77%
Metals & MiningEquity0.75%
ChemicalsEquity0.74%
HealthcareEquity0.74%
AutomobileEquity0.72%
ChemicalsEquity0.70%
EnergyEquity0.70%
ServicesEquity0.70%
TechnologyEquity0.68%
EnergyEquity0.67%
HealthcareEquity0.66%
AutomobileEquity0.66%
ConstructionEquity0.65%
AutomobileEquity0.65%
Consumer StaplesEquity0.64%
ConstructionEquity0.63%
ConstructionEquity0.63%
Capital GoodsEquity0.61%
ConstructionEquity0.61%
FinancialEquity0.61%
ServicesEquity0.60%
Metals & MiningEquity0.60%
TechnologyEquity0.59%
CommunicationEquity0.59%
TechnologyEquity0.57%
Consumer DiscretionaryEquity0.57%
Capital GoodsEquity0.57%
CommunicationEquity0.56%
FinancialEquity0.54%
Metals & MiningEquity0.54%
FinancialEquity0.53%
EnergyEquity0.53%
Metals & MiningEquity0.53%
ChemicalsEquity0.52%
Capital GoodsEquity0.52%
Capital GoodsEquity0.51%
Capital GoodsEquity0.51%
ChemicalsEquity0.51%
HealthcareEquity0.51%
Metals & MiningEquity0.50%
AutomobileEquity0.50%
Metals & MiningEquity0.50%
HealthcareEquity0.49%
FinancialEquity0.48%
ConstructionEquity0.46%
Consumer StaplesEquity0.46%
EnergyEquity0.45%
ChemicalsEquity0.45%
Capital GoodsEquity0.45%
AutomobileEquity0.44%
HealthcareEquity0.44%
ChemicalsEquity0.43%
Capital GoodsEquity0.43%
FinancialEquity0.42%
ChemicalsEquity0.42%
ConstructionEquity0.41%
FinancialEquity0.41%
InsuranceEquity0.41%
Metals & MiningEquity0.41%
HealthcareEquity0.40%
TechnologyEquity0.39%
FinancialEquity0.39%
FinancialEquity0.39%
ServicesEquity0.38%
Capital GoodsEquity0.38%
HealthcareEquity0.38%
Capital GoodsEquity0.37%
Consumer StaplesEquity0.36%
HealthcareEquity0.35%
CommunicationEquity0.35%
FinancialEquity0.34%
AutomobileEquity0.34%
ServicesEquity0.33%
ServicesEquity0.32%
FinancialEquity0.32%
FinancialEquity0.32%
HealthcareEquity0.32%
DiversifiedEquity0.30%
FinancialEquity0.29%
TextilesEquity0.29%
ConstructionEquity0.28%
AutomobileEquity0.28%
ServicesEquity0.28%
Consumer StaplesEquity0.27%
FinancialEquity0.26%
DiversifiedEquity0.26%
InsuranceEquity0.26%
EnergyEquity0.25%
ServicesEquity0.25%
NA
NAEquity0.24%
Capital GoodsEquity0.24%
FinancialEquity0.23%
EnergyEquity0.23%
Consumer StaplesEquity0.22%
AutomobileEquity0.22%
EnergyEquity0.21%
ServicesEquity0.20%
EnergyEquity0.20%
NA
NAEquity0.20%
AutomobileEquity0.15%
InsuranceEquity0.12%
EnergyEquity0.08%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Exit load is zero

Cons

Higher expense ratio: 0.44%

Expense ratio, exit load and tax

Expense ratio: 0.44%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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