UTI Nifty Midcap 150 Index Fund - Growth - Regular Plan

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  • Net Change on 25-02-2025

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The Investment objective of the Scheme is 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 0.32 12.81 15.85 0.88 2,039.81
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.03 20.04 22.61 1.00 1,981.68
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 1.34 11.00 14.10 0.92 1,680.51
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -5.43 17.18 22.49 1.04 796.09
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 3.74 9.92 9.26 1.00 585.68

Fund Holdings as on 31-January-2025

  • EQ - MAX HEALTHCARE INSTITUTE LTD

  • EQ - BSE LTD

  • EQ - SUZLON ENERGY LTD.

  • EQ - INDIAN HOTELS COMPANY LTD.

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - PB FINTECH LTD

  • EQ - COFORGE LTD

  • EQ - LUPIN LTD.

  • EQ - FEDERAL BANK LTD.

  • EQ - INDUS TOWERS LIMITED

  • EQ - SRF LTD.

  • EQ - CG POWER & IND SOLUTIONS LTD

  • EQ - CUMMINS INDIA LTD.

  • EQ - HDFC ASSET MANAGEMENT COMPANY

  • EQ - IDFC FIRST BANK LTD

  • EQ - COLGATE PALMOLIVE INDIA LTD.

  • EQ - YES BANK LTD.

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - MARICO LTD

  • EQ - GODREJ PROPERTIES LTD.

  • EQ - HINDUSTAN PETROLEUM CORPN. LTD

  • EQ - AU SMALL FINANCE BANK LTD

  • EQ - FORTIS HEALTHCARE LTD.

  • EQ - AUROBINDO PHARMA LTD.

  • EQ - MPHASIS LTD

  • EQ - BHARAT FORGE LTD.

  • EQ - SUNDARAM FINANCE LTD.

  • EQ - ASHOK LEYLAND LTD

  • EQ - PHOENIX MILLS LTD

  • EQ - UPL LTD.

  • EQ - POLYCAB INDIA LTD

  • EQ - VOLTAS LTD.

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - P I INDUSTRIES LTD

  • EQ - TORRENT POWER LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - APL APOLLO TUBES LTD

  • EQ - RAIL VIKAS NIGAM LTD

  • EQ - ALKEM LABORATORIES LTD

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - ONE 97 COMMUNICATIONS LTD

  • EQ - GMR AIRPORTS LIMITED

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - MANKIND PHARMA LTD

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - KEI INDUSTRIES LTD.

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - PETRONET LNG LTD.

  • EQ - VODAFONE IDEA LTD

  • EQ - SBI CARDS & PAYMENTS SERVICES

  • EQ - FSN E-COMMERCE VENTURES(NYKAA)

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ - OIL INDIA LTD.

  • EQ - PRESTIGE ESTATES PROJECTS LTD

  • EQ - NMDC LTD.

  • EQ - MRF LTD.

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - TATA ELXSI LTD.

  • EQ - ORACLE FINANCIAL SERVICES SOFT

  • EQ - CONTAINER CORP. OF INDIA LTD

  • EQ - OBEROI REALTY LIMITED

  • EQ - JINDAL STAINLESS LTD.

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - J.K.CEMENT LTD

  • EQ - PATANJALI FOODS LIMITED

  • EQ - INDIAN BANK

  • EQ - IPCA LABORATORIES LTD.

  • EQ - KALYAN JEWELLERS INDIA LTD.

  • EQ - TATA COMMUNICATIONS LTD.

  • EQ - ASTRAL LTD.

  • EQ - LIC HOUSING FINANCE LTD.

  • EQ - EXIDE INDUSTRIES LTD.

  • EQ - UNO MINDA LTD

  • EQ - MAHINDRA & MAHINDRA FINANCIAL

  • EQ - DELHIVERY LTD.

  • EQ - BIOCON LTD.

  • EQ - UNITED BREWERIES LTD.

  • EQ - DEEPAK NITRITE LTD.

  • EQ - STEEL AUTHORITY OF INDIA LTD.

  • EQ - TATA CHEMICALS LTD.

  • EQ - MAZAGOAN DOCK SHIPBUILDERS LTD

  • EQ - LLOYDS METALS & ENERGY LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - THERMAX LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - GUJARAT FLUROCHEMICALS LTD

  • EQ - APOLLO TYRES LTD.

  • EQ - AIA ENGINEERING LTD.

  • EQ - INDRAPRASTHA GAS LTD.

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - PROCTER & GAMBLE HYGIENE & HEL

  • EQ - BANK OF INDIA

  • EQ - ACC LTD

  • EQ - INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD

  • EQ - ABBOTT INDIA LTD.

  • EQ - HITACHI ENERGY INDIA LTD

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - BERGER PAINTS INDIA LTD.

  • EQ - HINDUSTAN ZINC LTD.

  • EQ - CRISIL LTD.

  • EQ - CARBORANDUM UNIVERSAL LTD.

  • EQ - LINDE INDIA LTD.

  • EQ - COCHIN SHIPYARD LTD

  • EQ - ADITYA BIRLA CAPITAL LTD

  • EQ - GENERAL INSURANCE CORPORATION

  • EQ - BANDHAN BANK LTD.

  • EQ - TATA TECHNOLOGIES LTD

  • EQ - GLAND PHARMA LTD.

  • EQ - ESCORTS KUBOTA LTD

  • EQ - BHARAT DYNAMICS LTD

  • EQ - L&T FINANCE LIMITED

  • EQ - ADITYA BIRLA FASHION & RETAIL

  • EQ - EMAMI LTD.

  • EQ - SUNDRAM FASTENERS LTD.

  • EQ - HOUSING & URBAN DEVT CORP LTD

  • EQ - IRB INFRASTRUCTURE DEV LTD.

  • EQ - AJANTA PHARMA LTD.

  • EQ - TIMKEN INDIA LTD.

  • EQ - BHARTI HEXACOM LTD

  • EQ - NIPPON LIFE INDIA ASSET MANAGE

  • EQ - STAR HEALTH & ALLIED INSURANCE

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - SKF INDIA LTD.

  • EQ - K.P.R.MILL LTD

  • EQ - POONAWALLA FINCORP LTD.

  • EQ - HONEYWELL AUTOMATION INDIA LTD

  • EQ - GRINDWELL NORTON LTD.

  • EQ- GLOBAL HEALTH LTD.

  • EQ - 3M INDIA LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - GLAXOSMITHKLINE PHARMACEUTICA

  • EQ - BANK OF MAHARASHTRA

  • EQ - TATA INVESTMENT CORPORATION LT

  • NET CURRENT ASSETS

  • EQ-JSW INFRASTRUCTURE LIMITED

  • EQ - NLC INDIA LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - SJVN LTD.

  • EQ - ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • EQ - BAYER CROPSCIENCE LTD.

  • EQ - FERTILISERS & CHEMICALS TRAVAN

  • EQ - GODREJ INDUSTRIES LTD.

  • EQ - SUN TV NETWORK LTD.

  • EQ - IDBI BANK LTD.

  • EQ - METRO BRANDS LTD

  • EQ - THE NEW INDIA ASSURANCE COMPAN

  • EQ - ADANI WILMAR LTD

  • EQ - INDIAN OVERSEAS BANK

  • EQ - MANGALORE REFINERY & PETROCHEM

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Finance - NBFC

  • Electric Equipment

  • Hospital & Healthcare Services

  • Chemicals

  • Construction - Real Estate

  • Finance - Others

  • Telecommunication - Service Provider

  • Fintech

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Consumer Food

  • Tyres & Allied

  • Cable

  • Auto Ancillary

  • Finance - Asset Management

  • Cement & Construction Materials

  • Bank - Public

  • Plastic Products

  • Power Generation/Distribution

  • Diesel Engines

  • Engineering - Construction

  • Textile

  • Refineries

  • Industrial Gases & Fuels

  • Cycles

  • Bearings

  • Forgings

  • Automobiles-Trucks/Lcv

  • Finance - Housing

  • Air Conditioners

  • Ship Building

  • Fertilizers

  • Insurance

  • Airport Management Services

  • Edible Oil

  • e-Commerce

  • Mining & Minerals

  • Oil Exploration

  • Gas Transmission/Marketing

  • Abrasives

  • Logistics

  • Diamond & Jewellery

  • Batteries

  • Courier Services

  • Breweries & Distilleries

  • Retailing

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Industrial Equipments

  • Castings/Forgings

  • Business Support

  • Metal - Non Ferrous

  • Paints

  • Ratings

  • Automobiles-Tractors

  • Defence

  • Fasteners

  • Diversified

  • Miscellaneous

  • Port

  • TV Broadcasting & Software Production

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Fund Manager

  • Cash

  • Equity

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About UTI Nifty Midcap 150 Index Fund

Scheme Analysis

UTI Nifty Midcap 150 Index Fund is a Index Funds - Other fund and belongs to UTI Mutual Fund. It was launched on 28-Nov-2024 and currently has an AUM of ₹46.69 crore. UTI Nifty Midcap 150 Index Fund is benchmarked against Nifty Midcap 150 - TRI as primary index.

The NAV of UTI Nifty Midcap 150 Index Fund ended down ₹-0.05(-0.51%)yesterday to ₹8.8087.

Among its top 3 holdings the fund has exposure to EQ - MAX HEALTHCARE INSTITUTE LTD, and

The UTI Nifty Midcap 150 Index Fund is managed by Sharwan Kumar Goyal and Ayush Jain.

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com