UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan 2025₹13.59
Min. SIP amount₹500
RatingNA
Fund size₹251.78Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns-7.8%-4.8%15.7%39.4%
Category averageNANA15.9%NA
Rank with in category363337NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
36.4%30.1%18,604.02
5
18.9%24.0%77,682.90
4
18.0%22.0%35,208.97
4
30.5%21.6%5,903.85
4
24.1%19.8%52,626.72

Holdings (50)

NameSectorInstrumentAssets
Consumer StaplesEquity4.92%
Consumer StaplesEquity3.49%
TechnologyEquity3.40%
TechnologyEquity3.23%
Capital GoodsEquity3.19%
FinancialEquity3.08%
Consumer StaplesEquity3.04%
TextilesEquity2.93%
Capital GoodsEquity2.79%
Capital GoodsEquity2.62%
TechnologyEquity2.61%
TechnologyEquity2.45%
TechnologyEquity2.29%
ServicesEquity2.25%
Metals & MiningEquity2.20%
ChemicalsEquity2.19%
ChemicalsEquity2.16%
ChemicalsEquity2.14%
AutomobileEquity2.11%
HealthcareEquity2.08%
Capital GoodsEquity2.07%
EnergyEquity1.97%
Metals & MiningEquity1.97%
Metals & MiningEquity1.93%
TechnologyEquity1.84%
ChemicalsEquity1.81%
HealthcareEquity1.78%
Consumer StaplesEquity1.70%
FinancialEquity1.68%
ChemicalsEquity1.66%
FinancialEquity1.62%
AutomobileEquity1.60%
Capital GoodsEquity1.58%
TechnologyEquity1.57%
HealthcareEquity1.55%
EnergyEquity1.51%
Capital GoodsEquity1.45%
ChemicalsEquity1.44%
DiversifiedEquity1.39%
Metals & MiningEquity1.35%
Capital GoodsEquity1.34%
HealthcareEquity1.26%
Metals & MiningEquity1.26%
Metals & MiningEquity1.19%
ChemicalsEquity1.18%
Capital GoodsEquity1.16%
TextilesEquity1.10%
Capital GoodsEquity1.05%
EnergyEquity0.99%
ServicesEquity0.94%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Exit load is zero

Cons

Higher expense ratio: 0.44%
1Y annualised returns lower than category average by 4.16%

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
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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