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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth
NAV: 16 Jul '26
₹11.50
Min. for SIP
₹500
Fund size (AUM)
₹120.14 Cr
Expense ratio
1.41%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,107 | +0.71% | |
| 6 months | ₹30,000 | ₹31,540 | +5.13% | |
| 1 year | ₹60,000 | ₹63,007 | +5.01% |
Holdings (101)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 4.99% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.16% |
| Laurus Labs Ltd | Healthcare | Equity | 3.52% |
| GE T&D India Ltd | Industrials | Equity | 3.45% |
| The Federal Bank Ltd | Financial | Equity | 3.43% |
| Polycab India Ltd | Industrials | Equity | 2.92% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.73% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.69% |
| Suzlon Energy Ltd | Industrials | Equity | 2.61% |
| Marico Ltd | Consumer Staples | Equity | 2.31% |
| Lupin Ltd | Healthcare | Equity | 2.18% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.16% |
| National Aluminium Company Ltd | Materials | Equity | 2.04% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.97% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.80% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.70% |
| Indus Towers Ltd | Technology | Equity | 1.64% |
| Kei Industries Ltd | Industrials | Equity | 1.62% |
| Ami Organics Ltd | Healthcare | Equity | 1.43% |
| Persistent Systems Ltd | Technology | Equity | 1.39% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.39% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.35% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.32% |
| NMDC Ltd | Materials | Equity | 1.31% |
| Apar Industries Ltd | Diversified | Equity | 1.30% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.28% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.19% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.17% |
| Thermax Ltd | Industrials | Equity | 1.13% |
| Welspun Corp Ltd | Materials | Equity | 1.13% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.11% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.09% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.05% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.03% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.01% |
| Indian Bank | Financial | Equity | 1.01% |
| Coforge Ltd | Technology | Equity | 0.99% |
| Hindustan Copper Ltd | Materials | Equity | 0.98% |
| Bank of Maharashtra | Financial | Equity | 0.97% |
| Gland Pharma Ltd | Healthcare | Equity | 0.95% |
| Computer Age Management Services Ltd | Financial | Equity | 0.93% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.87% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.86% |
| Angel One Ltd | Financial | Equity | 0.79% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 0.79% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.78% |
| Mphasis Ltd | Technology | Equity | 0.75% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.73% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.72% |
| Manappuram Finance Ltd | Financial | Equity | 0.68% |
| City Union Bank Ltd | Financial | Equity | 0.64% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.63% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.63% |
| Coromandel International Ltd | Materials | Equity | 0.62% |
| Granules India Ltd | Healthcare | Equity | 0.61% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.60% |
| Blue Star Ltd | Industrials | Equity | 0.58% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.58% |
| Astral Ltd | Industrials | Equity | 0.56% |
| PI Industries Ltd | Materials | Equity | 0.54% |
| Linde India Ltd | Materials | Equity | 0.54% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.52% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.50% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.49% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.48% |
| Elgi Equipments Ltd | Industrials | Equity | 0.46% |
| Triveni Turbine Ltd | Industrials | Equity | 0.46% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.44% |
| Usha Martin Ltd | Materials | Equity | 0.44% |
| Finolex Cables Ltd | Industrials | Equity | 0.44% |
| Force Motors Ltd | Industrials | Equity | 0.42% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.41% |
| Tata Elxsi Ltd | Technology | Equity | 0.40% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.40% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.37% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.36% |
| Natco Pharma Ltd | Healthcare | Equity | 0.36% |
| Castrol India Ltd | Materials | Equity | 0.35% |
| HBL Power Systems Ltd | Industrials | Equity | 0.34% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.33% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.32% |
| Nava Ltd | Diversified | Equity | 0.32% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.31% |
| KPIT Technologies Ltd | Technology | Equity | 0.31% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.30% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.29% |
| Zen Technologies Ltd | Technology | Equity | 0.28% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.27% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 0.26% |
| Engineers India Ltd | Industrials | Equity | 0.25% |
| Gillette India Ltd | Consumer Staples | Equity | 0.24% |
| L&T Technology Services Ltd | Technology | Equity | 0.24% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.22% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.22% |
| Akzo Nobel India Ltd | Materials | Equity | 0.20% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.19% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.19% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 0.18% |
| Transformers & Rectifiers India Ltd | Industrials | Equity | 0.12% |
| BLS International Services Ltd | Technology | Equity | 0.10% |
| Net Payables | Unspecified | Net Payables | -0.64% |
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 | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +6.4% | +8.5% | +0.7% | +15.6% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 30 | 14 | 25 | -- |
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) | |
|---|---|---|---|---|
 | +12.20% | +22.73% | 6,932.99 | |
 | +5.25% | +22.17% | 17,748.32 | |
 | +7.22% | +21.35% | 49,169.10 | |
 | +6.86% | +20.99% | 14,026.07 | |
 | +4.32% | +19.44% | 1,00,858.31 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalJan 2025 - PresentView details
SKG
Sharwan Kumar Goyal
Jan 2025 - Present
View details
AJAyush JainJan 2025 - PresentView details
AJ
Ayush Jain
Jan 2025 - Present
View details
LKLokesh KulthiaJun 2026 - PresentView details
LK
Lokesh Kulthia
Jun 2026 - Present
View details
About UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth
UTI Nifty Midsmallcap 400 Momentum Quality 100 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 Midsmallcap 400 Momentum Quality 100 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,93,467 Cr and the Latest NAV as of 16 Jul 2026 is ₹11.50.
The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund 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, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNifty MidSmallcap400 Momentum Quality 100 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹3,93,467.45 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,