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UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
+12.18%
3Y annualised
-0.67% 1D
NAV: 10 Jun '26
₹13.88
Min. for SIP
₹500
Fund size (AUM)
₹243.39 Cr
Expense ratio
0.57%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,423 | +2.82% | |
| 6 months | ₹30,000 | ₹30,363 | +1.21% | |
| 1 year | ₹60,000 | ₹59,512 | -0.81% | |
| 3 years | ₹1,80,000 | ₹1,92,769 | +7.09% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 4.60% |
| Cummins India Ltd | Industrials | Equity | 4.19% |
| HDFC Asset Management Company Ltd | Financial | Equity | 4.08% |
| Marico Ltd | Consumer Staples | Equity | 3.57% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 3.53% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 3.47% |
| Page Industries Ltd | Consumer Discretionary | Equity | 2.93% |
| Polycab India Ltd | Industrials | Equity | 2.92% |
| Persistent Systems Ltd | Technology | Equity | 2.76% |
| Oracle Financial Services Software Ltd | Technology | Equity | 2.57% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 2.53% |
| NMDC Ltd | Materials | Equity | 2.39% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.37% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.23% |
| Muthoot Finance Ltd | Financial | Equity | 2.20% |
| Kei Industries Ltd | Industrials | Equity | 2.20% |
| Alkem Laboratories Ltd | Healthcare | Equity | 2.14% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 2.01% |
| Apar Industries Ltd | Diversified | Equity | 1.92% |
| PI Industries Ltd | Materials | Equity | 1.91% |
| Bank of Maharashtra | Financial | Equity | 1.91% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.88% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 1.87% |
| Abbott India Ltd | Healthcare | Equity | 1.86% |
| Supreme Industries Ltd | Materials | Equity | 1.85% |
| Mphasis Ltd | Technology | Equity | 1.74% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.70% |
| Coromandel International Ltd | Materials | Equity | 1.69% |
| Coforge Ltd | Technology | Equity | 1.67% |
| Astral Ltd | Industrials | Equity | 1.64% |
| Schaeffler India Ltd | Industrials | Equity | 1.63% |
| Indian Railway Catering & Tourism Corporation Ltd | Industrials | Equity | 1.61% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.61% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.58% |
| Tata Elxsi Ltd | Technology | Equity | 1.57% |
| AIA Engineering Ltd | Industrials | Equity | 1.41% |
| Crisil Ltd | Industrials | Equity | 1.41% |
| Berger Paints India Ltd | Materials | Equity | 1.39% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 1.36% |
| 3M India Ltd | Diversified | Equity | 1.25% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 1.21% |
| KPIT Technologies Ltd | Technology | Equity | 1.18% |
| L&T Technology Services Ltd | Technology | Equity | 1.17% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.15% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 1.15% |
| Bharat Dynamics Ltd | Industrials | Equity | 1.13% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.12% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.93% |
| Honeywell Automation India Ltd | Technology | Equity | 0.92% |
| Syngene International Ltd | Healthcare | Equity | 0.83% |
| Net Current Assets | Unspecified | Net Current Assets | 0.05% |
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 | -0.6% | -6.2% | +12.2% | +8.2% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 49 | 40 | -- |
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) | |
|---|---|---|---|---|
 | +7.90% | +24.75% | 5,293.04 | |
 | +2.33% | +23.59% | 15,910.69 | |
 | +3.03% | +23.10% | 45,820.33 | |
 | +2.74% | +22.48% | 13,378.01 | |
 | +2.53% | +20.99% | 97,350.48 | |
| 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
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 ₹3,96,629 Cr and the Latest NAV as of 10 Jun 2026 is ₹13.88.
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₹3,96,629.25 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,