UTI Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
A Other Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
11.79%
Expense Ratio
0.61%
as of 04/05/2026
AUM
₹136.16 Cr
Qtr End: Mar 26
NAV
₹13.972
as of 03/06/2026
3Y Returns (CAGR)
11.79%
Expense Ratio
0.61%
as of 04/05/2026
AUM
₹136.16 Cr
Qtr End: Mar 26
NAV
₹13.972
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.49% | 19.18% | 22.75% |
| 6M | -1.51% | -2.99% | 19.55% |
| 1Y | -4.54% | -4.54% | 15.83% |
| 3Y | 39.71% | 11.79% | 15.49% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 28/03/2022
- Fund Age
- 4.2 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) |
|---|---|---|---|
| UTI Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth | 11.79% | 0.61% | ₹136.16 |
| DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth | 11.38% | 0.30% | ₹348.57 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 14.22% | 0.40% | ₹1,121.62 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹350.27 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 13.89% | 0.58% | ₹1,490.62 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 15.82% | 0.40% | ₹270.17 |
| Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct - Growth | - | 0.20% | ₹97.4 |