UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 28-11-2024
Minimum Investment: 1000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY Midcap150 Quality 50 TRI
Total Assets: 56.77 As on (30-09-2025)
Expense Ratio: 1.04% As on (29-09-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 28-10-2025
10.5193
-0.001
CAGR Since Inception
3.09%
NIFTY Midcap150 Quality 50 TRI -0.06%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | - | - | - | - | 3.09 |
| NIFTY Midcap150 Quality 50 TRI | 0.6 | 15.56 | 18.4 | 15.18 | -0.06 |
| Index Fund | 5.32 | 14.59 | 19.31 | 12.66 | 9.49 |
Funds Manager
Mr. Sharwan Kumar Goyal FM 1,Mr. Ayush Jain FM 2,Not Applicable FM 3,Not Applicable FM 4
RETURNS CALCULATORS for UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| UTI Nifty Midcap 150 Index Fund Reg Gr | 28-11-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 32.38 | 38.2 | 34.48 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 32.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 31.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 23.76 | 32.52 | 24.09 | 19.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 21.68 | 24.39 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 17.62 | 22.44 | 21.71 | 0.0 | 0.0 |
| Tata Nifty Financial Services Index Fund Reg Gr | 01-04-2024 | 14.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Bank Index Fund Gr | 05-03-2022 | 13.52 | 16.63 | 12.3 | 0.0 | 0.0 |
| DSP Nifty Bank Index Fund Reg Gr | 02-05-2024 | 13.45 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |