| Launch date | 11 Nov 2024 |
| Allotment date | 28 Nov 2024 |
| End date | 25 Nov 2024 |
| NAV | ₹10.00 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
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.
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | ₹3,96,376.13Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
UTI Nifty Midcap 150 Index Fund Direct 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 Midcap 150 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 31 Mar 2026 is ₹9.31. The UTI Nifty Midcap 150 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;
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 benchmark | NIFTY Midcap 150 Total Return Index |
|---|
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 6.9% | 24.6% | 4,694.85 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 3.8% | 23.4% | 14,355.22 |
Nippon India Growth Mid Cap Fund Direct Growth | 5 | 3.6% | 23.3% | 43,982.51 |
HDFC Mid Cap Fund Direct Growth | 5 | 4.6% | 22.6% | 94,256.90 |
Sundaram Mid Cap Fund Direct Growth | 4 | 3.5% | 22.1% | 13,235.50 |