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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth
NAV: 07 Oct '26
₹11.38
Min. for SIP
₹500
Fund size (AUM)
₹130.09 Cr
Expense ratio
1.27%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,802 | -1.32% | |
| 6 months | ₹30,000 | ₹29,789 | -0.70% | |
| 1 year | ₹60,000 | ₹61,635 | +2.73% |
Holdings (101)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 4.78% |
| BSE Ltd | Financial | Equity | 4.16% |
| The Federal Bank Ltd | Financial | Equity | 4.11% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.79% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.81% |
| GE T&D India Ltd | Industrials | Equity | 2.56% |
| Polycab India Ltd | Industrials | Equity | 2.47% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.45% |
| Welspun Corp Ltd | Materials | Equity | 2.35% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.35% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.28% |
| Lupin Ltd | Healthcare | Equity | 2.21% |
| Marico Ltd | Consumer Staples | Equity | 2.20% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.15% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.03% |
| Suzlon Energy Ltd | Industrials | Equity | 1.91% |
| Apar Industries Ltd | Diversified | Equity | 1.89% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.76% |
| Persistent Systems Ltd | Technology | Equity | 1.63% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.56% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.54% |
| Ami Organics Ltd | Healthcare | Equity | 1.53% |
| National Aluminium Company Ltd | Materials | Equity | 1.37% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.36% |
| Kei Industries Ltd | Industrials | Equity | 1.32% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.26% |
| Coforge Ltd | Technology | Equity | 1.26% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.23% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.19% |
| Gland Pharma Ltd | Healthcare | Equity | 1.18% |
| Indus Towers Ltd | Technology | Equity | 1.16% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.10% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.06% |
| NMDC Ltd | Materials | Equity | 1.05% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.03% |
| Indian Bank | Financial | Equity | 1.01% |
| Bank of Maharashtra | Financial | Equity | 0.97% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.82% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.81% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 0.80% |
| Computer Age Management Services Ltd | Financial | Equity | 0.79% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.79% |
| Thermax Ltd | Industrials | Equity | 0.78% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.77% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.76% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.75% |
| Mphasis Ltd | Technology | Equity | 0.74% |
| Angel One Ltd | Financial | Equity | 0.72% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.71% |
| City Union Bank Ltd | Financial | Equity | 0.70% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.67% |
| Granules India Ltd | Healthcare | Equity | 0.67% |
| Hindustan Copper Ltd | Materials | Equity | 0.66% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.60% |
| Coromandel International Ltd | Materials | Equity | 0.59% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.59% |
| Blue Star Ltd | Industrials | Equity | 0.56% |
| Manappuram Finance Ltd | Financial | Equity | 0.55% |
| Elgi Equipments Ltd | Industrials | Equity | 0.54% |
| Linde India Ltd | Materials | Equity | 0.54% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.53% |
| Finolex Cables Ltd | Industrials | Equity | 0.52% |
| PI Industries Ltd | Materials | Equity | 0.49% |
| Astral Ltd | Industrials | Equity | 0.48% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.48% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.46% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.41% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.39% |
| Castrol India Ltd | Materials | Equity | 0.39% |
| Usha Martin Ltd | Materials | Equity | 0.37% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.36% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.35% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.34% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.33% |
| HBL Power Systems Ltd | Industrials | Equity | 0.33% |
| Tata Elxsi Ltd | Technology | Equity | 0.32% |
| Force Motors Ltd | Industrials | Equity | 0.32% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.32% |
| Engineers India Ltd | Industrials | Equity | 0.32% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.32% |
| Triveni Turbine Ltd | Industrials | Equity | 0.31% |
| Zen Technologies Ltd | Technology | Equity | 0.29% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 0.28% |
| Natco Pharma Ltd | Healthcare | Equity | 0.28% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.28% |
| Nava Ltd | Diversified | Equity | 0.25% |
| L&T Technology Services Ltd | Technology | Equity | 0.25% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.24% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 0.23% |
| KPIT Technologies Ltd | Technology | Equity | 0.23% |
| Gillette India Ltd | Consumer Staples | Equity | 0.22% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.21% |
| Akzo Nobel India Ltd | Materials | Equity | 0.20% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.19% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.19% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.16% |
| Saregama India Ltd | Consumer Discretionary | Equity | 0.15% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.15% |
| Transformers & Rectifiers India Ltd | Industrials | Equity | 0.10% |
| 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 | -0.4% | +11.8% | +3.6% | +13.8% |
| Category average (Equity Mid Cap) | -3.0% | +6.0% | -2.4% | +10.6% |
| Rank (Equity Mid Cap) | 24 | 18 | 15 | -- |
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) | |
|---|---|---|---|---|
 | +13.66% | +21.33% | 17,188.23 | |
 | +4.67% | +20.72% | 15,779.54 | |
 | +9.02% | +18.97% | 7,485.36 | |
 | +3.91% | +16.38% | 52,270.55 | |
 | +1.66% | +14.80% | 1,08,324.54 | |
| 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 07 Oct 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,