UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Mid Cap IndexVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹11.56-1.15%1 day
- Return since launch
- 12.2%
- 52-week range
- ₹9.68 — ₹11.96
- AUM
- ₹134 Cr
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is a Mid Cap Index equity fund from UTI Mutual Fund with ₹134 Cr under management, launched in 2025. The expense ratio is 1.38% and the SEBI riskometer reading is Very High.
Performance
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +5.5% against +2.8% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 7.9% | +4.1 pts | 3.8% | 1.6% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.6% | +1.5 pts | -4.1% | -4.5% |
| 3M | 0.0% | +1.3 pts | -1.3% | -1.2% |
| 6M | 13.3% | +3.3 pts | 10.0% | 10.2% |
| 1Y | 5.5% | +1.7 pts | 3.8% | 2.8% |
Since launch (28 Jan 2025): 12.2%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.31%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.40%
- Exit load
- 0%
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty MidSmallcap400 Momentum Quality 100 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity100.1%
Market cap split
- Large11.6%
- Mid63.7%
- Small24.7%
- P/E
- 28.79
- P/B
- 5.40
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 4.36% | ₹5.84 Cr | — | — | — |
| The Federal Bank Ltd. | Financial | 4.35% | ₹5.82 Cr | +3.13% | +3.51% | — |
| BSE Ltd. | Services | 4.16% | ₹5.57 Cr | +7.28% | +5.13% | +4.06% |
| Multi Commodity Exchange Of India Ltd. | Services | 3.69% | ₹4.93 Cr | +4.84% | +4.32% | — |
| Bharat Forge Ltd. | Automobile | 2.89% | ₹3.87 Cr | — | — | — |
| Polycab India Ltd. | Capital Goods | 2.74% | ₹3.66 Cr | +1.92% | +1.89% | +1.36% |
| GE Vernova T&D India Ltd | Capital Goods | 2.55% | ₹3.42 Cr | +3.13% | +2.53% | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.55% | ₹3.41 Cr | +2.08% | +1.50% | +1.81% |
| Dixon Technologies (India) Ltd. | Capital Goods | 2.30% | ₹3.08 Cr | +1.81% | +1.78% | +3.44% |
| Aurobindo Pharma Ltd. | Healthcare | 2.27% | ₹3.04 Cr | +1.05% | +0.97% | +0.92% |
| Lupin Ltd. | Healthcare | 2.25% | ₹3.00 Cr | +1.65% | +1.81% | +1.97% |
| Hero Motocorp Ltd. | Automobile | 2.24% | ₹2.99 Cr | +3.80% | +4.79% | — |
| Suzlon Energy Ltd. | Capital Goods | 2.17% | ₹2.91 Cr | +2.33% | +1.88% | +4.19% |
| Marico Ltd. | Consumer Staples | 2.16% | ₹2.89 Cr | +1.74% | +1.80% | +2.56% |
| AU Small Finance Bank Ltd. | Financial | 2.05% | ₹2.75 Cr | +2.96% | +3.11% | — |
| Welspun Corp Ltd. | Metals & Mining | 1.95% | ₹2.61 Cr | +0.55% | +0.35% | +0.73% |
| Apar Industries Ltd. | Consumer Staples | 1.81% | ₹2.42 Cr | +0.66% | +0.61% | +0.52% |
| Persistent Systems Ltd. | Technology | 1.63% | ₹2.19 Cr | +2.00% | +1.97% | +3.44% |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.63% | ₹2.17 Cr | — | — | — |
| Kei Industries Ltd. | Capital Goods | 1.61% | ₹2.15 Cr | +0.99% | +1.03% | +0.86% |
| Radico Khaitan Ltd. | Consumer Staples | 1.51% | ₹2.02 Cr | +1.39% | +1.13% | — |
| Oracle Financial Services Software Ltd. | Technology | 1.51% | ₹2.02 Cr | +0.71% | +0.53% | +0.80% |
| Anand Rathi Wealth Ltd. | Financial | 1.51% | ₹2.01 Cr | +1.25% | +1.20% | — |
| National Aluminium Company Ltd. | Metals & Mining | 1.45% | ₹1.94 Cr | +1.81% | +1.63% | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.40% | ₹1.87 Cr | — | — | — |
| Coforge Ltd. | Technology | 1.35% | ₹1.80 Cr | +1.53% | +1.38% | +3.69% |
| Karur Vysya Bank Ltd. | Financial | 1.28% | ₹1.71 Cr | — | — | — |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 1.25% | ₹1.67 Cr | +1.30% | +1.54% | +1.92% |
| NMDC Ltd. | Metals & Mining | 1.15% | ₹1.53 Cr | +0.94% | +0.95% | +0.92% |
| Indus Towers Ltd. | Communication | 1.14% | ₹1.53 Cr | +1.63% | +1.81% | +2.05% |
| APL Apollo Tubes Ltd. | Metals & Mining | 1.14% | ₹1.52 Cr | +0.97% | +1.29% | +1.72% |
| Gland Pharma Ltd. | Healthcare | 1.10% | ₹1.48 Cr | — | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.10% | ₹1.47 Cr | +1.49% | +1.51% | +1.03% |
| Nippon Life India Asset Management Ltd. | Financial | 1.10% | ₹1.47 Cr | +0.88% | +0.80% | +0.77% |
| Indian Bank | Financial | 1.06% | ₹1.42 Cr | +1.67% | +2.15% | +0.98% |
| Page Industries Ltd. | Textiles | 0.95% | ₹1.27 Cr | +0.86% | +0.78% | +1.87% |
| Bank of Maharashtra | Financial | 0.95% | ₹1.27 Cr | +0.54% | +0.55% | +0.27% |
| Computer Age Management Services Ltd. | Services | 0.87% | ₹1.17 Cr | +0.92% | +0.85% | +0.89% |
| L&T Finance Ltd. | Financial | 0.86% | ₹1.15 Cr | +1.93% | +2.06% | — |
| Thermax Ltd. | Capital Goods | 0.84% | ₹1.13 Cr | — | — | — |
| Neuland Laboratories Ltd. | Healthcare | 0.83% | ₹1.11 Cr | +0.68% | +0.55% | +0.59% |
| Central Depository Services (India) Ltd. | Financial | 0.83% | ₹1.11 Cr | +0.99% | +1.10% | +1.40% |
| 360 One Wam Ltd. | Financial | 0.82% | ₹1.10 Cr | +0.96% | +1.04% | +1.01% |
| Mphasis Ltd. | Technology | 0.79% | ₹1.06 Cr | +0.77% | +0.84% | +1.13% |
| Ajanta Pharma Ltd. | Healthcare | 0.76% | ₹1.01 Cr | — | — | — |
| Himadri Speciality Chemical Ltd. | Chemicals | 0.73% | ₹0.98 Cr | +0.42% | +0.36% | +0.50% |
| Angel One Ltd. | Financial | 0.72% | ₹0.96 Cr | +0.79% | +0.59% | +0.67% |
| Data Patterns (India) Ltd. | Capital Goods | 0.70% | ₹0.94 Cr | +0.48% | +0.41% | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.69% | ₹0.92 Cr | +0.86% | +0.97% | — |
| City Union Bank Ltd. | Financial | 0.67% | ₹0.89 Cr | +1.13% | +1.35% | — |
| Granules India Ltd. | Healthcare | 0.62% | ₹0.83 Cr | — | — | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 0.62% | ₹0.82 Cr | +0.54% | +0.51% | +0.50% |
| The Great Eastern Shipping Company Ltd. | Energy | 0.60% | ₹0.81 Cr | +0.56% | +0.57% | — |
| Coromandel International Ltd. | Chemicals | 0.60% | ₹0.81 Cr | +0.75% | +1.03% | +2.40% |
| Adani Total Gas Ltd. | Energy | 0.59% | ₹0.79 Cr | — | — | — |
| Motilal Oswal Financial Services Ltd. | Financial | 0.58% | ₹0.78 Cr | +0.49% | +0.43% | +0.70% |
| Manappuram Finance Ltd. | Financial | 0.55% | ₹0.74 Cr | +1.04% | +0.98% | +1.15% |
| UNO Minda Ltd. | Automobile | 0.55% | ₹0.74 Cr | +0.78% | +0.91% | +0.89% |
| Elgi Equipments Ltd. | Capital Goods | 0.52% | ₹0.70 Cr | — | — | — |
| Blue Star Ltd. | Consumer Discretionary | 0.51% | ₹0.68 Cr | +0.64% | +0.85% | +0.82% |
| Linde India Ltd. | Chemicals | 0.51% | ₹0.68 Cr | — | — | — |
| Astral Ltd. | Materials | 0.51% | ₹0.68 Cr | — | — | — |
| PI Industries Ltd. | Chemicals | 0.47% | ₹0.63 Cr | +0.57% | +0.69% | +1.25% |
| K.P.R. Mill Ltd. | Textiles | 0.47% | ₹0.63 Cr | +0.32% | +0.32% | +0.59% |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 0.46% | ₹0.61 Cr | — | — | +0.28% |
| Finolex Cables Ltd. | Capital Goods | 0.42% | ₹0.57 Cr | — | — | — |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.41% | ₹0.55 Cr | +0.28% | +0.26% | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.40% | ₹0.53 Cr | — | — | — |
| Indian Energy Exchange Ltd. | Services | 0.37% | ₹0.50 Cr | +0.43% | +0.45% | +0.74% |
| Narayana Hrudayalaya Ltd. | Healthcare | 0.36% | ₹0.49 Cr | +0.63% | +0.66% | +1.04% |
| Tata Elxsi Ltd. | Technology | 0.35% | ₹0.47 Cr | +0.42% | +0.48% | +0.83% |
| Usha Martin Ltd. | Metals & Mining | 0.35% | ₹0.46 Cr | +0.45% | +0.40% | — |
| Gabriel India Ltd. | Automobile | 0.34% | ₹0.46 Cr | — | — | — |
| Castrol India Ltd. | Chemicals | 0.34% | ₹0.45 Cr | +0.38% | +0.42% | +0.57% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.33% | ₹0.44 Cr | — | — | — |
| Motherson Sumi Wiring India Ltd. | Automobile | 0.33% | ₹0.44 Cr | +0.54% | +0.65% | — |
| The Jammu & Kashmir Bank Ltd. | Financial | 0.32% | ₹0.43 Cr | — | — | — |
| Triveni Turbine Ltd. | Construction | 0.31% | ₹0.42 Cr | +0.32% | +0.23% | +0.26% |
| Force Motors Ltd. | Automobile | 0.31% | ₹0.41 Cr | +0.73% | +0.99% | — |
| Zen Technologies Ltd. | Technology | 0.30% | ₹0.40 Cr | — | — | +0.49% |
| Bharat Dynamics Ltd. | Capital Goods | 0.30% | ₹0.40 Cr | +0.30% | +0.34% | +1.02% |
| Garden Reach Shipbuilders & Engineers Ltd. | Capital Goods | 0.27% | ₹0.36 Cr | +0.38% | +0.38% | +0.62% |
| Natco Pharma Ltd. | Healthcare | 0.27% | ₹0.36 Cr | — | — | — |
| L&T Technology Services Ltd. | Technology | 0.26% | ₹0.35 Cr | +0.27% | +0.30% | +0.45% |
| KPIT Technologies Ltd. | Technology | 0.26% | ₹0.34 Cr | +0.38% | +0.41% | +0.85% |
| Engineers India Ltd. | Construction | 0.26% | ₹0.34 Cr | — | — | — |
| HBL Engineering Ltd. | Capital Goods | 0.25% | ₹0.34 Cr | +0.50% | +0.45% | +0.44% |
| Caplin Point Laboratories Ltd. | Healthcare | 0.25% | ₹0.33 Cr | — | — | +0.25% |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.25% | ₹0.33 Cr | +0.34% | +0.34% | +1.21% |
| Nava Ltd. | Others | 0.24% | ₹0.32 Cr | +0.29% | +0.31% | +0.56% |
| Godawari Power And Ispat Ltd. | Metals & Mining | 0.21% | ₹0.29 Cr | +0.33% | +0.33% | +0.25% |
| Gillette India Ltd. | Consumer Staples | 0.21% | ₹0.29 Cr | +0.28% | +0.31% | +0.51% |
| JSW Dulux Ltd. | Materials | 0.20% | ₹0.26 Cr | +0.16% | +0.17% | — |
| Mahanagar Gas Ltd. | Energy | 0.18% | ₹0.24 Cr | +0.21% | +0.25% | +0.38% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | 0.18% | ₹0.24 Cr | — | — | — |
| Indiamart Intermesh Ltd. | Services | 0.17% | ₹0.22 Cr | +0.25% | +0.29% | — |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.15% | ₹0.21 Cr | +0.30% | +0.28% | — |
| Saregama India Ltd. | Services | 0.13% | ₹0.18 Cr | — | — | — |
| Transformers And Rectifiers India Ltd. | Capital Goods | 0.11% | ₹0.14 Cr | — | — | — |
| BLS International Services Ltd. | Services | 0.09% | ₹0.12 Cr | +0.11% | +0.13% | +0.25% |
| Others | Others | -0.05% | ₹-0.07 Cr | +0.10% | +0.14% | -0.03% |
Sectors
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | 3.01% | 3.69% | +0.68% |
| BSE Ltd. | 4.76% | 4.16% | -0.60% |
| Welspun Corp Ltd. | 1.39% | 1.95% | +0.56% |
| Lupin Ltd. | 2.55% | 2.25% | -0.31% |
| Apar Industries Ltd. | 1.51% | 1.81% | +0.30% |
| Bharat Forge Ltd. | 3.11% | 2.89% | -0.22% |
| Marico Ltd. | 2.37% | 2.16% | -0.20% |
| APL Apollo Tubes Ltd. | 0.96% | 1.14% | +0.18% |
| Kei Industries Ltd. | 1.44% | 1.61% | +0.17% |
| Others | 0.11% | -0.05% | -0.16% |
| Colgate-Palmolive (India) Ltd. | 1.41% | 1.25% | -0.16% |
| The Federal Bank Ltd. | 4.51% | 4.35% | -0.16% |
| Page Industries Ltd. | 1.11% | 0.95% | -0.15% |
| Coforge Ltd. | 1.20% | 1.35% | +0.14% |
| Himadri Speciality Chemical Ltd. | 0.86% | 0.73% | -0.13% |
| Oracle Financial Services Software Ltd. | 1.39% | 1.51% | +0.12% |
| Neuland Laboratories Ltd. | 0.71% | 0.83% | +0.12% |
| Aurobindo Pharma Ltd. | 2.15% | 2.27% | +0.12% |
| Gland Pharma Ltd. | 0.99% | 1.10% | +0.12% |
| Thermax Ltd. | 0.96% | 0.84% | -0.12% |
| Laurus Labs Ltd. | 4.26% | 4.36% | +0.10% |
| Blue Star Ltd. | 0.61% | 0.51% | -0.09% |
| Motilal Oswal Financial Services Ltd. | 0.49% | 0.58% | +0.09% |
| PI Industries Ltd. | 0.56% | 0.47% | -0.09% |
| Suzlon Energy Ltd. | 2.26% | 2.17% | -0.09% |
| National Aluminium Company Ltd. | 1.37% | 1.45% | +0.08% |
| Glenmark Pharmaceuticals Ltd. | 1.02% | 1.10% | +0.08% |
| Finolex Cables Ltd. | 0.34% | 0.42% | +0.08% |
| Coromandel International Ltd. | 0.68% | 0.60% | -0.07% |
| Manappuram Finance Ltd. | 0.62% | 0.55% | -0.07% |
| Schneider Electric Infrastructure Ltd. | 0.52% | 0.46% | -0.07% |
| Dixon Technologies (India) Ltd. | 2.24% | 2.30% | +0.06% |
| Angel One Ltd. | 0.77% | 0.72% | -0.05% |
| Indian Energy Exchange Ltd. | 0.42% | 0.37% | -0.05% |
| Hitachi Energy India Ltd. | 2.50% | 2.55% | +0.05% |
| City Union Bank Ltd. | 0.62% | 0.67% | +0.05% |
| Adani Total Gas Ltd. | 0.64% | 0.59% | -0.05% |
| Anand Rathi Wealth Ltd. | 1.46% | 1.51% | +0.05% |
| Linde India Ltd. | 0.56% | 0.51% | -0.04% |
| Motherson Sumi Wiring India Ltd. | 0.37% | 0.33% | -0.04% |
| Indian Bank | 1.02% | 1.06% | +0.04% |
| Computer Age Management Services Ltd. | 0.91% | 0.87% | -0.04% |
| The Great Eastern Shipping Company Ltd. | 0.65% | 0.60% | -0.04% |
| Indus Towers Ltd. | 1.18% | 1.14% | -0.04% |
| Sona BLW Precision Forgings Ltd. | 1.58% | 1.63% | +0.04% |
| Hero Motocorp Ltd. | 2.28% | 2.24% | -0.04% |
| K.P.R. Mill Ltd. | 0.43% | 0.47% | +0.04% |
| Persistent Systems Ltd. | 1.67% | 1.63% | -0.04% |
| Narayana Hrudayalaya Ltd. | 0.40% | 0.36% | -0.03% |
| Elgi Equipments Ltd. | 0.49% | 0.52% | +0.03% |
| Natco Pharma Ltd. | 0.30% | 0.27% | -0.03% |
| HBL Engineering Ltd. | 0.29% | 0.25% | -0.03% |
| Engineers India Ltd. | 0.22% | 0.26% | +0.03% |
| Vijaya Diagnostic Centre Ltd. | 0.30% | 0.33% | +0.03% |
| The Jammu & Kashmir Bank Ltd. | 0.35% | 0.32% | -0.03% |
| UNO Minda Ltd. | 0.52% | 0.55% | +0.03% |
| Hindustan Copper Ltd. | 0.66% | 0.69% | +0.02% |
| Triveni Turbine Ltd. | 0.34% | 0.31% | -0.02% |
| Nippon Life India Asset Management Ltd. | 1.12% | 1.10% | -0.02% |
| Tata Elxsi Ltd. | 0.37% | 0.35% | -0.02% |
| Polycab India Ltd. | 2.72% | 2.74% | +0.02% |
| Karur Vysya Bank Ltd. | 1.29% | 1.28% | -0.02% |
| Chambal Fertilisers and Chemicals Ltd. | 0.19% | 0.18% | -0.02% |
| Zen Technologies Ltd. | 0.28% | 0.30% | +0.02% |
| Data Patterns (India) Ltd. | 0.68% | 0.70% | +0.02% |
| Central Depository Services (India) Ltd. | 0.81% | 0.83% | +0.02% |
| Force Motors Ltd. | 0.33% | 0.31% | -0.02% |
| Acutaas Chemicals Ltd. | 1.41% | 1.40% | -0.02% |
| Saregama India Ltd. | 0.15% | 0.13% | -0.02% |
| Granules India Ltd. | 0.63% | 0.62% | -0.02% |
| Gillette India Ltd. | 0.23% | 0.21% | -0.02% |
| AU Small Finance Bank Ltd. | 2.04% | 2.05% | +0.01% |
| Mahanagar Gas Ltd. | 0.19% | 0.18% | -0.01% |
| KPIT Technologies Ltd. | 0.27% | 0.26% | -0.01% |
| Garden Reach Shipbuilders & Engineers Ltd. | 0.28% | 0.27% | -0.01% |
| Castrol India Ltd. | 0.35% | 0.34% | -0.01% |
| Gabriel India Ltd. | 0.35% | 0.34% | -0.01% |
| Godfrey Phillips India Ltd. | 0.26% | 0.25% | -0.01% |
| Astral Ltd. | 0.50% | 0.51% | +0.01% |
| Indiamart Intermesh Ltd. | 0.18% | 0.17% | -0.01% |
| Dr. Lal Pathlabs Ltd. | 0.62% | 0.62% | -0.01% |
| JSW Dulux Ltd. | 0.19% | 0.20% | +0.01% |
| Usha Martin Ltd. | 0.35% | 0.35% | -0.01% |
| NMDC Ltd. | 1.14% | 1.15% | +0.01% |
| Caplin Point Laboratories Ltd. | 0.25% | 0.25% | -0.01% |
| ZF Commercial Vehicle Control Systems India Ltd. | 0.39% | 0.40% | +0.01% |
| Ajanta Pharma Ltd. | 0.75% | 0.76% | +0.01% |
| Godawari Power And Ispat Ltd. | 0.22% | 0.21% | -0.01% |
| Gujarat Mineral Development Corporation Ltd. | 0.16% | 0.15% | 0.00% |
| Mphasis Ltd. | 0.78% | 0.79% | 0.00% |
| Radico Khaitan Ltd. | 1.51% | 1.51% | 0.00% |
| GE Vernova T&D India Ltd | 2.56% | 2.55% | 0.00% |
| Bank of Maharashtra | 0.95% | 0.95% | 0.00% |
| 360 One Wam Ltd. | 0.81% | 0.82% | 0.00% |
| L&T Technology Services Ltd. | 0.26% | 0.26% | 0.00% |
| Aditya Birla Sun Life AMC Ltd. | 0.41% | 0.41% | 0.00% |
| Bharat Dynamics Ltd. | 0.30% | 0.30% | 0.00% |
| Transformers And Rectifiers India Ltd. | 0.10% | 0.11% | 0.00% |
| BLS International Services Ltd. | 0.09% | 0.09% | 0.00% |
| L&T Finance Ltd. | 0.86% | 0.86% | 0.00% |
| Nava Ltd. | 0.24% | 0.24% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,912 Cr | 0.99% | 3.4% | 7.7% | 14.6% |
 Motilal Oswal Nifty Midcap 150 Index Fund | ₹4,151 Cr | 1.09% | 3.0% | 7.5% | 14.6% |
 Nippon India Nifty Midcap 150 Index Fund | ₹2,845 Cr | 0.88% | 3.2% | 7.6% | 14.7% |
 SBI Nifty Midcap 150 Index Fund | ₹1,292 Cr | 0.89% | 3.3% | 7.6% | — |
 Axis Nifty Midcap 50 Index Fund | ₹772 Cr | 1.10% | 4.5% | 8.6% | — |
 Aditya Birla Sun Life Nifty Midcap 150 Index Fund | ₹503 Cr | 1.00% | 3.0% | 7.5% | 14.6% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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 managers
- Ayush JainMr. Jain is B.Com, C.A and CFA (level 1).Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
- Lokesh KulthiaBCom (Hons), MBA (Finance), PGPFMMr. Kulthia is associated with Equity Research team as a Manager since the year 2021. He joined UTI AMC as Assistance Manager at Dept of Sales. He has over 4 years of experience in the field of Research.
- Sharwan Kumar GoyalMr.Goyal is B.Com, CFA and MMS.He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months13.35% absolute | ₹60,000 | ₹68,010 | 13.35% | |
| 1 year5.52% annualised | ₹1,20,000 | ₹1,23,649 | 3.04% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
The NAV of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is ₹11.56 as on 24 Sep 2026.
What is the expense ratio of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
The expense ratio of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is 1.38% per year.
What is the minimum SIP amount for UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
You can start a SIP in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund with ₹3,000 a month.
Is there a lock-in or exit load on UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Lock-in: None. Exit load: 0%.
How risky is UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is rated Very High on the SEBI riskometer and belongs to the Mid Cap Index category.
Which fund house manages UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is managed by UTI Mutual Fund, which runs 66 schemes with ₹3,94,848 Cr under management.