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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth
NAV: 16 Sep '26
₹11.38
Min. for SIP
₹500
Fund size (AUM)
₹133.75 Cr
Expense ratio
1.31%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,053 | +0.35% | |
| 6 months | ₹30,000 | ₹31,127 | +3.76% | |
| 1 year | ₹60,000 | ₹63,532 | +5.89% |
Holdings (101)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 4.36% |
| The Federal Bank Ltd | Financial | Equity | 4.35% |
| BSE Ltd | Financial | Equity | 4.16% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.69% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.89% |
| Polycab India Ltd | Industrials | Equity | 2.74% |
| GE T&D India Ltd | Industrials | Equity | 2.55% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.55% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.30% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.27% |
| Lupin Ltd | Healthcare | Equity | 2.25% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.24% |
| Suzlon Energy Ltd | Industrials | Equity | 2.17% |
| Marico Ltd | Consumer Staples | Equity | 2.16% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.05% |
| Welspun Corp Ltd | Materials | Equity | 1.95% |
| Apar Industries Ltd | Diversified | Equity | 1.81% |
| Persistent Systems Ltd | Technology | Equity | 1.63% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.63% |
| Kei Industries Ltd | Industrials | Equity | 1.61% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.51% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.51% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.51% |
| National Aluminium Company Ltd | Materials | Equity | 1.45% |
| Ami Organics Ltd | Healthcare | Equity | 1.40% |
| Coforge Ltd | Technology | Equity | 1.35% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.28% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.25% |
| NMDC Ltd | Materials | Equity | 1.15% |
| Indus Towers Ltd | Technology | Equity | 1.14% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.14% |
| Gland Pharma Ltd | Healthcare | Equity | 1.10% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.10% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.10% |
| Indian Bank | Financial | Equity | 1.06% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.95% |
| Bank of Maharashtra | Financial | Equity | 0.95% |
| Computer Age Management Services Ltd | Financial | Equity | 0.87% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.86% |
| Thermax Ltd | Industrials | Equity | 0.84% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.83% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.83% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.82% |
| Mphasis Ltd | Technology | Equity | 0.79% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.76% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 0.73% |
| Angel One Ltd | Financial | Equity | 0.72% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.70% |
| Hindustan Copper Ltd | Materials | Equity | 0.69% |
| City Union Bank Ltd | Financial | Equity | 0.67% |
| Granules India Ltd | Healthcare | Equity | 0.62% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.62% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.60% |
| Coromandel International Ltd | Materials | Equity | 0.60% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.59% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.58% |
| Manappuram Finance Ltd | Financial | Equity | 0.55% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.55% |
| Elgi Equipments Ltd | Industrials | Equity | 0.52% |
| Blue Star Ltd | Industrials | Equity | 0.51% |
| Linde India Ltd | Materials | Equity | 0.51% |
| Astral Ltd | Industrials | Equity | 0.51% |
| PI Industries Ltd | Materials | Equity | 0.47% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.47% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.46% |
| Finolex Cables Ltd | Industrials | Equity | 0.42% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.41% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.40% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.37% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.36% |
| Tata Elxsi Ltd | Technology | Equity | 0.35% |
| Usha Martin Ltd | Materials | Equity | 0.35% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.34% |
| Castrol India Ltd | Materials | Equity | 0.34% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.33% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.33% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.32% |
| Triveni Turbine Ltd | Industrials | Equity | 0.31% |
| Force Motors Ltd | Industrials | Equity | 0.31% |
| Zen Technologies Ltd | Technology | Equity | 0.30% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.30% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.27% |
| Natco Pharma Ltd | Healthcare | Equity | 0.27% |
| L&T Technology Services Ltd | Technology | Equity | 0.26% |
| KPIT Technologies Ltd | Technology | Equity | 0.26% |
| Engineers India Ltd | Industrials | Equity | 0.26% |
| HBL Power Systems Ltd | Industrials | Equity | 0.25% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 0.25% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 0.25% |
| Nava Ltd | Diversified | Equity | 0.24% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.21% |
| Gillette India Ltd | Consumer Staples | Equity | 0.21% |
| Akzo Nobel India Ltd | Materials | Equity | 0.20% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.18% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.18% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.17% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.15% |
| Saregama India Ltd | Consumer Discretionary | Equity | 0.13% |
| Transformers & Rectifiers India Ltd | Industrials | Equity | 0.11% |
| BLS International Services Ltd | Technology | Equity | 0.09% |
| Net Payables | Unspecified | Net Payables | -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 | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +5.3% | +12.8% | +5.6% | +16.8% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 50 | 12 | 16 | -- |
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) | |
|---|---|---|---|---|
 | +14.74% | +21.62% | 17,188.24 | |
 | +9.67% | +19.26% | 7,485.37 | |
 | +3.83% | +16.36% | 52,270.55 | |
 | +2.84% | +16.25% | 14,863.43 | |
 | +4.29% | +15.83% | 1,08,324.55 | |
| 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 ₹4,09,225 Cr and the Latest NAV as of 16 Sep 2026 is ₹11.38.
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₹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,