UTI-Nifty Midcap 150 Quality 50 Index Fund
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Min SIP
5,000
Min Lumpsum
0.41 %
Expense Ratio
Rating
122
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.9% | - | - | -1.4% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Page Industries
Indian Energy Ex
Tata Elxsi
Tube Investments
Persistent Sys
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
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Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Managers
Sharwan Kumar Goyal
Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Other .
- Index .
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- 4,465
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12.8%Fund Size - 4,465
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24.5%Fund Size - 4,465
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12.5%Fund Size - 4,465
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- Other .
- Index .
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- 196
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12.6%Fund Size - 196
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24.2%Fund Size - 196
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12.4%Fund Size - 196
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- Other .
- Index .
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- 10,614
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12.5%Fund Size - 10,614
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24.1%Fund Size - 10,614
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12.7%Fund Size - 10,614
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- Other .
- Index .
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- 753
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12.5%Fund Size - 753
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24%Fund Size - 753
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12.6%Fund Size - 753
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- Other .
- Index .
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- 425
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13.3%Fund Size - 425
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23.9%Fund Size - 425
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13.2%Fund Size - 425
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Nifty Midcap 150 Quality 50 Index Fund ?
You can invest in UTI-Nifty Midcap 150 Quality 50 Index Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Nifty Midcap 150 Quality 50 Index Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Nifty Midcap 150 Quality 50 Index Fund ?
The NAV of UTI-Nifty Midcap 150 Quality 50 Index Fund is ₹9.8 as of 02 June 2023.
How to redeem UTI-Nifty Midcap 150 Quality 50 Index Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of UTI-Nifty Midcap 150 Quality 50 Index Fund?
The top stock holdings of UTI-Nifty Midcap 150 Quality 50 Index Fund are
- Page Industries - 4.63%
- Indian Energy Ex - 4.26%
- Tata Elxsi - 4.04%
- Tube Investments - 3.26%
- Persistent Sys - 3.22%
How much returns have UTI-Nifty Midcap 150 Quality 50 Index Fund generated ?
The UTI-Nifty Midcap 150 Quality 50 Index Fund has delivered -1.4% since inception
What is the expense ratio of UTI-Nifty Midcap 150 Quality 50 Index Fund ?
The expense ratio of UTI-Nifty Midcap 150 Quality 50 Index Fund is 0.41 % as of 02 June 2023.
What is the AUM of UTI-Nifty Midcap 150 Quality 50 Index Fund?
The AUM of UTI-Nifty Midcap 150 Quality 50 Index Fund is ₹2,23,841 Cr as of 02 June 2023
What are the top sectors UTI-Nifty Midcap 150 Quality 50 Index Fund has invested in??
The top sectors UTI-Nifty Midcap 150 Quality 50 Index Fund has invested in are
- Page Industries - 4.63%
- Indian Energy Ex - 4.26%
- Tata Elxsi - 4.04%
- Tube Investments - 3.26%
- Persistent Sys - 3.22%