UTI Nifty Midcap 150 Index Fund Growth

UTI Nifty Midcap 150 Index Fund Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 09 Jan '26
₹10.47
Min. SIP amount
Not Supported
Fund size
₹62.18 Cr
Expense ratio
1.10%

Holdings (150)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity2.79%
Hero Motocorp Ltd.AutomobileEquity1.94%
Persistent Systems Ltd.TechnologyEquity1.77%
The Federal Bank Ltd.FinancialEquity1.70%
Suzlon Energy Ltd.Capital GoodsEquity1.66%
PB Fintech Ltd.ServicesEquity1.61%
Cummins India Ltd.Capital GoodsEquity1.55%
Indusind Bank Ltd.FinancialEquity1.48%
IDFC First Bank Ltd.FinancialEquity1.47%
AU Small Finance Bank Ltd.FinancialEquity1.46%
Coforge Ltd.TechnologyEquity1.44%
HDFC Asset Management Company Ltd.FinancialEquity1.41%
Indus Towers Ltd.CommunicationEquity1.41%
One97 Communications Ltd.ServicesEquity1.37%
Swiggy Ltd.ServicesEquity1.34%
Ashok Leyland Ltd.AutomobileEquity1.33%
Lupin Ltd.HealthcareEquity1.33%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.29%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.24%
Fortis Healthcare Ltd.HealthcareEquity1.19%
SRF Ltd.ChemicalsEquity1.16%
UPL Ltd.ChemicalsEquity1.15%
Max Financial Services Ltd.FinancialEquity1.14%
Muthoot Finance Ltd.FinancialEquity1.06%
Polycab India Ltd.Capital GoodsEquity1.04%
Marico Ltd.Consumer StaplesEquity1.03%
Bharat Forge Ltd.AutomobileEquity1.02%
GE Vernova T&D India LtdCapital GoodsEquity1.01%
Yes Bank Ltd.FinancialEquity0.98%
GMR Airports Ltd.ConstructionEquity0.97%
Bharat Heavy Electricals Ltd.Capital GoodsEquity0.96%
Sundaram Finance Ltd.FinancialEquity0.94%
FSN E-Commerce Ventures Ltd.ServicesEquity0.94%
APL Apollo Tubes Ltd.Metals & MiningEquity0.90%
The Phoenix Mills Ltd.ConstructionEquity0.90%
Aurobindo Pharma Ltd.HealthcareEquity0.86%
Alkem Laboratories Ltd.HealthcareEquity0.84%
Mphasis Ltd.TechnologyEquity0.83%
MRF Ltd.AutomobileEquity0.81%
Voltas Ltd.Consumer DiscretionaryEquity0.80%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.79%
360 One Wam Ltd.FinancialEquity0.78%
Godrej Properties Ltd.ConstructionEquity0.78%
Union Bank of IndiaFinancialEquity0.77%
Vodafone Idea Ltd.CommunicationEquity0.77%
Dabur India Ltd.Consumer StaplesEquity0.77%
Indian BankFinancialEquity0.77%
Vishal Mega Mart Ltd.ServicesEquity0.75%
NMDC Ltd.Metals & MiningEquity0.75%
Waaree Energies Ltd.EnergyEquity0.74%
National Aluminium Company Ltd.Metals & MiningEquity0.73%
Tube Investments Of India Ltd.AutomobileEquity0.72%
Kei Industries Ltd.Capital GoodsEquity0.71%
Aditya Birla Capital Ltd.FinancialEquity0.71%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.71%
Prestige Estates Projects Ltd.ConstructionEquity0.70%
Jindal Stainless Ltd.Metals & MiningEquity0.70%
Coromandel International Ltd.ChemicalsEquity0.69%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.69%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.68%
PI Industries Ltd.ChemicalsEquity0.68%
L&T Finance Ltd.FinancialEquity0.67%
SBI Cards And Payment Services Ltd.FinancialEquity0.67%
NHPC Ltd.EnergyEquity0.65%
Torrent Power Ltd.EnergyEquity0.64%
Mankind Pharma Ltd.HealthcareEquity0.64%
Biocon Ltd.HealthcareEquity0.61%
UNO Minda Ltd.AutomobileEquity0.60%
Hitachi Energy India Ltd.Capital GoodsEquity0.60%
JK Cement Ltd.ConstructionEquity0.60%
Oil India Ltd.EnergyEquity0.60%
Page Industries Ltd.TextilesEquity0.59%
Blue Star Ltd.Consumer DiscretionaryEquity0.58%
Jubilant FoodWorks Ltd.ServicesEquity0.57%
Supreme Industries Ltd.ChemicalsEquity0.56%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.56%
Tata Communications Ltd.CommunicationEquity0.56%
Petronet LNG Ltd.EnergyEquity0.55%
Steel Authority Of India Ltd.Metals & MiningEquity0.55%
Indian Railway Catering & Tourism Corporation Ltd.ServicesEquity0.54%
Rail Vikas Nigam Ltd.ConstructionEquity0.53%
Ipca Laboratories Ltd.HealthcareEquity0.51%
Oberoi Realty Ltd.ConstructionEquity0.51%
KPIT Technologies Ltd.TechnologyEquity0.50%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.48%
Balkrishna Industries Ltd.AutomobileEquity0.48%
Patanjali Foods Ltd.Consumer StaplesEquity0.48%
ITC Hotels Ltd.ServicesEquity0.48%
Oracle Financial Services Software Ltd.TechnologyEquity0.47%
Container Corporation Of India Ltd.ServicesEquity0.47%
Tata Elxsi Ltd.TechnologyEquity0.47%
Bank of IndiaFinancialEquity0.45%
Lloyds Metals & Energy Ltd.Metals & MiningEquity0.44%
Astral Ltd.ChemicalsEquity0.44%
Dalmia Bharat Ltd.ConstructionEquity0.44%
Exide Industries Ltd.Capital GoodsEquity0.43%
LIC Housing Finance Ltd.FinancialEquity0.42%
Apollo Tyres Ltd.AutomobileEquity0.42%
Adani Total Gas Ltd.EnergyEquity0.41%
Nippon Life India Asset Management Ltd.FinancialEquity0.41%
Schaeffler India Ltd.Capital GoodsEquity0.40%
AIA Engineering Ltd.Metals & MiningEquity0.40%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.40%
Berger Paints India Ltd.ChemicalsEquity0.40%
Abbott India Ltd.HealthcareEquity0.39%
Apar Industries Ltd.Consumer StaplesEquity0.37%
Cochin Shipyard Ltd.Capital GoodsEquity0.36%
Bharti Hexacom Ltd.CommunicationEquity0.36%
Indraprastha Gas Ltd.EnergyEquity0.35%
Bharat Dynamics Ltd.Capital GoodsEquity0.35%
Motilal Oswal Financial Services Ltd.FinancialEquity0.34%
Bank of MaharashtraFinancialEquity0.33%
Linde India Ltd.ChemicalsEquity0.32%
Escorts Kubota Ltd.AutomobileEquity0.32%
Syngene International Ltd.HealthcareEquity0.32%
L&T Technology Services Ltd.TechnologyEquity0.32%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity0.32%
Deepak Nitrite Ltd.ChemicalsEquity0.31%
General Insurance Corporation of IndiaInsuranceEquity0.31%
Thermax Ltd.Capital GoodsEquity0.30%
United Breweries Ltd.Consumer StaplesEquity0.30%
Ajanta Pharma Ltd.HealthcareEquity0.30%
Housing & Urban Development Corporation Ltd.FinancialEquity0.30%
Hexaware Technologies Ltd.TechnologyEquity0.29%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.29%
Indian Renewable Energy Development Agency Ltd.FinancialEquity0.29%
AWL Agri Business Ltd.Consumer StaplesEquity0.29%
Tata Technologies LtdServicesEquity0.29%
K.P.R. Mill Ltd.TextilesEquity0.28%
ACC Ltd.ConstructionEquity0.27%
Crisil Ltd.ServicesEquity0.27%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.27%
Global Health Ltd.HealthcareEquity0.26%
3M India Ltd.Consumer StaplesEquity0.26%
Premier Energies Ltd.EnergyEquity0.25%
JSW Infrastructure Ltd.ServicesEquity0.24%
Endurance Technologies Ltd.AutomobileEquity0.24%
Tata Investment Corporation Ltd.FinancialEquity0.24%
NTPC Green Energy Ltd.EnergyEquity0.23%
IRB Infrastructure Developers Ltd.ConstructionEquity0.22%
NLC India Ltd.EnergyEquity0.21%
Honeywell Automation India Ltd.Capital GoodsEquity0.18%
Gujarat Gas Ltd.EnergyEquity0.18%
IDBI Bank Ltd.FinancialEquity0.15%
The Fertilisers And Chemicals Travancore Ltd.ChemicalsEquity0.15%
SJVN Ltd.EnergyEquity0.14%
Indian Overseas BankFinancialEquity0.14%
Godrej Industries Ltd.Consumer StaplesEquity0.11%
The New India Assurance Company Ltd.InsuranceEquity0.10%
UCO BankFinancialEquity0.09%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+6.2%+2.7%+4.6%+7.6%
Category average (Equity Mid Cap)----+2.0%--
Rank (Equity Mid Cap)253023--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

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.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+6.71%+25.26%4,447.55
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+8.50%+24.82%92,641.55
Motilal Oswal Midcap Fund Growth
Motilal Oswal Midcap Fund Growth
-8.36%+24.82%36,880.18
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+5.33%+24.46%42,124.50
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+5.16%+23.76%13,344.99
Compare

Fund management

About UTI Nifty Midcap 150 Index Fund Growth

UTI Nifty Midcap 150 Index Fund Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty Midcap 150 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.47. The UTI Nifty Midcap 150 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,