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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Growth
NAV: 06 Aug '26
₹11.75
Min. for SIP
₹500
Fund size (AUM)
₹120.14 Cr
Expense ratio
1.37%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,298 | +1.99% | |
| 6 months | ₹30,000 | ₹31,887 | +6.29% | |
| 1 year | ₹60,000 | ₹64,315 | +7.19% |
Holdings (101)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 4.76% |
| The Federal Bank Ltd | Financial | Equity | 4.51% |
| Laurus Labs Ltd | Healthcare | Equity | 4.26% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.11% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.01% |
| Polycab India Ltd | Industrials | Equity | 2.72% |
| GE T&D India Ltd | Industrials | Equity | 2.56% |
| Lupin Ltd | Healthcare | Equity | 2.55% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.50% |
| Marico Ltd | Consumer Staples | Equity | 2.37% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.28% |
| Suzlon Energy Ltd | Industrials | Equity | 2.26% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.24% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.15% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.04% |
| Persistent Systems Ltd | Technology | Equity | 1.67% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.58% |
| Apar Industries Ltd | Diversified | Equity | 1.51% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.51% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.46% |
| Kei Industries Ltd | Industrials | Equity | 1.44% |
| Ami Organics Ltd | Healthcare | Equity | 1.41% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.41% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.39% |
| Welspun Corp Ltd | Materials | Equity | 1.39% |
| National Aluminium Company Ltd | Materials | Equity | 1.37% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.29% |
| Coforge Ltd | Technology | Equity | 1.20% |
| Indus Towers Ltd | Technology | Equity | 1.18% |
| NMDC Ltd | Materials | Equity | 1.14% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.12% |
| Page Industries Ltd | Consumer Discretionary | Equity | 1.11% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.02% |
| Indian Bank | Financial | Equity | 1.02% |
| Gland Pharma Ltd | Healthcare | Equity | 0.99% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.96% |
| Thermax Ltd | Industrials | Equity | 0.96% |
| Bank of Maharashtra | Financial | Equity | 0.95% |
| Computer Age Management Services Ltd | Financial | Equity | 0.91% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.86% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 0.86% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.81% |
| Central Depository Services (India) Ltd | Financial | Equity | 0.81% |
| Mphasis Ltd | Technology | Equity | 0.78% |
| Angel One Ltd | Financial | Equity | 0.77% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.75% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.71% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.68% |
| Coromandel International Ltd | Materials | Equity | 0.68% |
| Hindustan Copper Ltd | Materials | Equity | 0.66% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.65% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.64% |
| Granules India Ltd | Healthcare | Equity | 0.63% |
| Manappuram Finance Ltd | Financial | Equity | 0.62% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.62% |
| City Union Bank Ltd | Financial | Equity | 0.62% |
| Blue Star Ltd | Industrials | Equity | 0.61% |
| PI Industries Ltd | Materials | Equity | 0.56% |
| Linde India Ltd | Materials | Equity | 0.56% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.52% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.52% |
| Astral Ltd | Industrials | Equity | 0.50% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.49% |
| Elgi Equipments Ltd | Industrials | Equity | 0.49% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.43% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.42% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.41% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.40% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.39% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.37% |
| Tata Elxsi Ltd | Technology | Equity | 0.37% |
| Usha Martin Ltd | Materials | Equity | 0.35% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.35% |
| Castrol India Ltd | Materials | Equity | 0.35% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.35% |
| Finolex Cables Ltd | Industrials | Equity | 0.34% |
| Triveni Turbine Ltd | Industrials | Equity | 0.34% |
| Force Motors Ltd | Industrials | Equity | 0.33% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.30% |
| Natco Pharma Ltd | Healthcare | Equity | 0.30% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.30% |
| HBL Power Systems Ltd | Industrials | Equity | 0.29% |
| Zen Technologies Ltd | Technology | Equity | 0.28% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.28% |
| KPIT Technologies Ltd | Technology | Equity | 0.27% |
| L&T Technology Services Ltd | Technology | Equity | 0.26% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 0.26% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 0.25% |
| Nava Ltd | Diversified | Equity | 0.24% |
| Gillette India Ltd | Consumer Staples | Equity | 0.23% |
| Engineers India Ltd | Industrials | Equity | 0.22% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.22% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 0.19% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.19% |
| Akzo Nobel India Ltd | Materials | Equity | 0.19% |
| Indiamart Intermesh Ltd | Industrials | Equity | 0.18% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.16% |
| Saregama India Ltd | Consumer Discretionary | Equity | 0.15% |
| Net Current Assets | Unspecified | Net Current Assets | 0.11% |
| Transformers & Rectifiers India Ltd | Industrials | Equity | 0.10% |
| BLS International Services Ltd | Technology | Equity | 0.09% |
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 | +3.2% | +8.7% | +4.6% | +15.9% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 51 | 14 | 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) | |
|---|---|---|---|---|
 | +17.21% | +22.18% | 6,932.99 | |
 | +10.86% | +22.07% | 17,748.32 | |
 | +12.26% | +20.91% | 49,169.10 | |
 | +11.65% | +20.82% | 14,026.07 | |
 | +11.00% | +19.82% | 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 06 Aug 2026 is ₹11.75.
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,