UTI Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
A Other Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
13.92%
Expense Ratio
0.58%
as of 01/04/2026
AUM
₹153.87 Cr
Qtr End: Dec 25
NAV
₹13.928
as of 17/04/2026
3Y Returns (CAGR)
13.92%
Expense Ratio
0.58%
as of 01/04/2026
AUM
₹153.87 Cr
Qtr End: Dec 25
NAV
₹13.928
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.41% | -1.64% | 24.95% |
| 6M | -3.66% | -7.18% | 18.93% |
| 1Y | 2.37% | 2.37% | 16.13% |
| 3Y | 47.84% | 13.92% | 15.31% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 28/03/2022
- Fund Age
- 4 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty Midcap150 Quality 50
- Fund House
- UTI Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth | 13.52% | 0.30% | ₹363.46 |
| UTI Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth | 13.92% | 0.58% | ₹153.87 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 16.54% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 16.52% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.47% | ₹314.48 |
| Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct - Growth | - | 0.20% | ₹92.89 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 18.32% | 0.40% | ₹280.11 |