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UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
+7.27%
3Y annualised
+1.27% 1D
NAV: 09 Oct '26
₹13.52
Min. for SIP
₹500
Fund size (AUM)
₹249.13 Cr
Expense ratio
0.68%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,399 | -4.01% | |
| 6 months | ₹30,000 | ₹28,833 | -3.89% | |
| 1 year | ₹60,000 | ₹58,213 | -2.98% | |
| 3 years | ₹1,80,000 | ₹1,79,607 | -0.22% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 4.56% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 4.30% |
| BSE Ltd | Financial | Equity | 4.24% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 3.90% |
| Marico Ltd | Consumer Staples | Equity | 3.61% |
| Persistent Systems Ltd | Technology | Equity | 3.45% |
| Page Industries Ltd | Consumer Discretionary | Equity | 2.91% |
| Polycab India Ltd | Industrials | Equity | 2.61% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 2.55% |
| Oracle Financial Services Software Ltd | Technology | Equity | 2.50% |
| Coforge Ltd | Technology | Equity | 2.43% |
| APL Apollo Tubes Ltd | Industrials | Equity | 2.33% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.29% |
| Abbott India Ltd | Healthcare | Equity | 2.17% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.09% |
| NMDC Ltd | Materials | Equity | 2.05% |
| Apar Industries Ltd | Diversified | Equity | 2.02% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.99% |
| Mphasis Ltd | Technology | Equity | 1.98% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 1.90% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.88% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.88% |
| Sundaram Finance Ltd | Financial | Equity | 1.84% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.80% |
| Kei Industries Ltd | Industrials | Equity | 1.79% |
| Indian Bank | Financial | Equity | 1.76% |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | Equity | 1.76% |
| Dabur India Ltd | Consumer Staples | Equity | 1.69% |
| Supreme Industries Ltd | Materials | Equity | 1.69% |
| Coromandel International Ltd | Materials | Equity | 1.65% |
| Bank of Maharashtra | Financial | Equity | 1.64% |
| Voltas Ltd | Industrials | Equity | 1.63% |
| Schaeffler India Ltd | Industrials | Equity | 1.57% |
| PI Industries Ltd | Materials | Equity | 1.57% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.56% |
| Crisil Ltd | Industrials | Equity | 1.54% |
| Astral Ltd | Industrials | Equity | 1.40% |
| Tata Elxsi Ltd | Technology | Equity | 1.39% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 1.37% |
| Berger Paints India Ltd | Materials | Equity | 1.36% |
| 3M India Ltd | Diversified | Equity | 1.27% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.25% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 1.24% |
| AIA Engineering Ltd | Industrials | Equity | 1.24% |
| L&T Technology Services Ltd | Technology | Equity | 1.22% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 1.10% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.06% |
| KPIT Technologies Ltd | Technology | Equity | 1.05% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.97% |
| Honeywell Automation India Ltd | Technology | Equity | 0.90% |
| Net Current Assets | Unspecified | Net Current Assets | 0.02% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +2.4% | -6.2% | +7.3% | +6.9% |
| Category average (Equity Mid Cap) | +1.7% | -2.5% | +10.3% | +13.5% |
| Rank (Equity Mid Cap) | -- | 45 | 15 | -- |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +13.55% | +22.55% | 16,799.59 | |
 | +4.07% | +22.14% | 15,779.54 | |
 | +8.90% | +20.61% | 7,485.36 | |
 | +2.50% | +19.71% | 19,230.15 | |
 | +3.32% | +17.22% | 50,176.01 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalMar 2022 - PresentView details
SKG
Sharwan Kumar Goyal
Mar 2022 - Present
View details
AJAyush JainMay 2022 - PresentView details
AJ
Ayush Jain
May 2022 - Present
View details
LKLokesh KulthiaJun 2026 - PresentView details
LK
Lokesh Kulthia
Jun 2026 - Present
View details
About UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct 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 Quality 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,09,225 Cr and the Latest NAV as of 09 Oct 2026 is ₹13.52.
The UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY Midcap150 Quality 50 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,09,224.68 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,