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UTI Nifty Midcap 150 Quality 50 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
06 Apr 2022
2.7 years ago
Lock-in Period
No lock-in
NAV
as of 20 Dec 2024
₹14.36
-2.2588% (-0.30)
AUM
₹251 Cr
Expense ratio
0.43%
Benchmark
Nifty Midcap 150 Quality 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity99.95%
Cash0.05%
What's in this fund?
Sectors
Holdings
Industrials
Technology
Basic Materials
Financial Services
Healthcare
Fund House
UTI
Inc: 19 Sep 1986 • Total AUM: ₹1,91,599 Cr • Rank #8UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.
Fund Managers
Sharwan Kumar Goyal
Experience: 6.38 yrs • Total AUM: 3,77,543 Cr
Ayush Jain
Experience: 2.64 yrs • Total AUM: 3,12,280 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
20.03%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
20.01%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
13.45%
Expense ratio
0.18%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
13.45%
Expense ratio
0.2%
Tracking error
Fund size
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
13.42%
Expense ratio
0.2%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.