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UTI Mutual Fund · Index Fund
UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Benchmark · NIFTY Midcap150 Quality 50 TRITER · 1.05%Inception · 28-11-2024
NAV
₹10.74
-1.39% · as of 29-05-2026
Since inception
3.48%
CAGR
Benchmark (inception)
-0.12%
CAGR
Fund size
₹66 Cr
AUM
Expense ratio
1.05%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +3.48% CAGR vs benchmark +-0.12%.
Portfolio
Where the money is invested
Top holdings
BSE LIMITED EQ NEW FV RS. 2/-3.16%
HERO MOTOCORP LIMITED EQ FV RS 21.90%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-1.84%
Multi Commodity Exchange of India Ltd1.76%
LUPIN LIMITED EQ NEW F.V. RS.2/-1.62%
INDUS TOWERS LIMITED EQ1.56%
Persistent Systems Ltd1.53%
INDUSIND BANK LIMITED EQ1.43%
PB FINTECH LIMITED EQ NEW FV RS. 2/-1.40%
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-1.38%
Sector allocation
Financial Services27.00%
Capital Goods13.33%
Healthcare10.17%
Automobile and Auto Components7.19%
Consumer Services5.47%
Information Technology4.97%
Consumer Durables4.58%
Fast Moving Consumer Goods4.38%
Chemicals4.01%
Metals & Mining3.51%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 3.5% p.a.₹10,000
10 years
Projected value
₹14,36,980
Invested: ₹12,00,000
Gained: ₹2,36,980
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sharwan Kumar Goyal & Mr. Ayush Jain, Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153088
ISIN (Growth)
INF789F1AZN7
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Index Fund funds
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₹24.64
1Y
+57.4%
3Y
+34.1%
5Y
+0.0%
Motilal Oswal S&P 500 Index Reg Gr
₹32.06
1Y
+42.0%
3Y
+27.1%
5Y
+18.5%
Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹12.88
1Y
+31.1%
3Y
+0.0%
5Y
+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.74
1Y
+30.6%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr
₹14.28
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
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