3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹251.78 Cr.
Expense Ratio
0.43% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
SG
Sharwan Kumar Goyal
Fund Manager since Sep 2024
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.84% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
22.97% |
0 |
DSP Nifty 50 Equal Weight Index Fund |
16.82% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Nifty Midcap 150 Quality 50 Index Fund Direct Plan Growth
The UTI Nifty Midcap 150 Quality 50 Index Fund Direct Plan Growth is an open-ended equity fund that aims to track the performance of the Nifty Midcap 150 Quality 50 Index. The fund invests in the top 50 companies in the Nifty Midcap 150 Index that meet certain quality criteria, such as having a strong financial track record, good corporate governance practices, and high profitability. The UTI Nifty Midcap 150 Quality 50 Index Fund Direct Plan Growth is an open-ended fund. The expense ratio of the UTI Nifty Midcap 150 Quality 50 Index Fund Direct Plan Growth is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the UTI Nifty Midcap 150 Quality 50 Index Fund Direct Plan Growth is to provide long-term capital appreciation by tracking the performance of the Nifty Midcap 150 Quality 50 Index.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.43% |
Fund Manager | Sharwan Kumar Goyal |
Fund Size | ₹251.78 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for long-term growth and who are comfortable with the risk of investing in mid-cap stocks. The fund is also suitable for investors who are looking for a low-cost option, as the expense ratio is relatively low compared to other index funds in the same category.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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What are the returns of UTI Nifty Midcap 150 Quality 50 Index Fund since inception?
What is the minimum SIP amount to invest in UTI Nifty Midcap 150 Quality 50 Index Fund?
How do I invest in UTI Nifty Midcap 150 Quality 50 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Nifty Midcap 150 Quality 50 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Nifty Midcap 150 Quality 50 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Nifty Midcap 150 Quality 50 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.