UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
All
NAV: 31 Jan 2023₹9.29
Min. SIP amount₹500
RatingNA
Fund size₹116.53Cr

Return calculator

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

Returns and rankings

Category: Other Index
Absolute returns
1M3M6MAll
Fund returns-2.8%-2.8%6.7%-6.4%
Category averageNANANANA
Rank with in categoryNA3436NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Page Industries Ltd.TextilesEquity4.9%
Tata Elxsi Ltd.TechnologyEquity3.8%
Indian Energy Exchange Ltd.ServicesEquity3.8%
Tube Investments Of India Ltd.AutomobileEquity3.5%
ICICI Securities Ltd.FinancialEquity2.8%
APL Apollo Tubes Ltd.Metals & MiningEquity2.8%
Persistent Systems Ltd.TechnologyEquity2.6%
Petronet LNG Ltd.EnergyEquity2.6%
AU Small Finance Bank Ltd.FinancialEquity2.5%
Astral Ltd.ChemicalsEquity2.5%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
Higher expense ratio: 0.41%

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Sharwan Kumar Goyal
Mar 2022 - Present
View details

Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
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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