UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Mid Cap IndexVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹11.67+1.06%1 day
- Return since launch
- 10.5%
- 52-week range
- ₹9.68 — ₹11.96
- AUM
- ₹130 Cr
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is a Mid Cap Index equity fund from UTI Mutual Fund with ₹130 Cr under management, launched in 2025. The expense ratio is 1.27% 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 +5.0% against -0.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.7% | +8.0 pts | 0.8% | 1.7% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.0% | −0.5 pts | 3.5% | 4.0% |
| 3M | -1.6% | +2.3 pts | -3.9% | -4.3% |
| 6M | 1.4% | +1.7 pts | -0.3% | -0.2% |
| 1Y | 5.0% | +4.3 pts | 0.8% | -0.6% |
Since launch (28 Jan 2025): 10.5%
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
1.25%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.01%
- Transaction charges
- 0.01%
- Statutory levies
- 0.33%
- 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 30 Sep 2026
Asset allocation
- Equity100.0%
Market cap split
- Large11.2%
- Mid62.9%
- Small25.9%
- P/E
- 28.41
- P/B
- 5.10
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 4.78% | ₹6.22 Cr | +3.52% | — | — |
| BSE Ltd. | Services | 4.16% | ₹5.41 Cr | +4.99% | +5.59% | +3.95% |
| The Federal Bank Ltd. | Financial | 4.11% | ₹5.34 Cr | +3.43% | +3.34% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 3.79% | ₹4.93 Cr | +4.16% | +4.65% | — |
| Bharat Forge Ltd. | Automobile | 2.81% | ₹3.65 Cr | +2.73% | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 2.56% | ₹3.33 Cr | +3.45% | +2.63% | — |
| Polycab India Ltd. | Capital Goods | 2.47% | ₹3.21 Cr | +2.92% | +1.65% | +1.40% |
| Hitachi Energy India Ltd. | Capital Goods | 2.45% | ₹3.19 Cr | +2.69% | +1.56% | +1.71% |
| Welspun Corp Ltd. | Metals & Mining | 2.35% | ₹3.05 Cr | +1.13% | +0.38% | +0.74% |
| Aurobindo Pharma Ltd. | Healthcare | 2.35% | ₹3.05 Cr | +1.70% | +1.14% | +0.97% |
| Hero Motocorp Ltd. | Automobile | 2.28% | ₹2.96 Cr | +1.97% | +4.66% | — |
| Lupin Ltd. | Healthcare | 2.21% | ₹2.87 Cr | +2.18% | +2.00% | +1.99% |
| Marico Ltd. | Consumer Staples | 2.20% | ₹2.86 Cr | +2.31% | +1.85% | +2.46% |
| Dixon Technologies (India) Ltd. | Capital Goods | 2.15% | ₹2.80 Cr | +1.80% | +1.80% | +3.37% |
| AU Small Finance Bank Ltd. | Financial | 2.03% | ₹2.64 Cr | +2.16% | +3.00% | — |
| Suzlon Energy Ltd. | Capital Goods | 1.91% | ₹2.49 Cr | +2.61% | +1.92% | +4.09% |
| Apar Industries Ltd. | Consumer Staples | 1.89% | ₹2.45 Cr | +1.30% | +0.59% | +0.55% |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.76% | ₹2.29 Cr | +1.11% | — | — |
| Persistent Systems Ltd. | Technology | 1.63% | ₹2.13 Cr | +1.39% | +2.23% | +3.13% |
| Radico Khaitan Ltd. | Consumer Staples | 1.56% | ₹2.03 Cr | +1.17% | +1.23% | — |
| Anand Rathi Wealth Ltd. | Financial | 1.54% | ₹2.00 Cr | +1.39% | +1.31% | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.53% | ₹2.00 Cr | +1.43% | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 1.37% | ₹1.79 Cr | +2.04% | +1.95% | — |
| Oracle Financial Services Software Ltd. | Technology | 1.36% | ₹1.77 Cr | +1.19% | +0.57% | +0.82% |
| Kei Industries Ltd. | Capital Goods | 1.32% | ₹1.72 Cr | +1.62% | +0.90% | +0.92% |
| Karur Vysya Bank Ltd. | Financial | 1.26% | ₹1.64 Cr | +1.32% | — | — |
| Coforge Ltd. | Technology | 1.26% | ₹1.64 Cr | +0.99% | +1.42% | +3.41% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 1.23% | ₹1.60 Cr | +1.35% | +1.34% | +1.83% |
| APL Apollo Tubes Ltd. | Metals & Mining | 1.19% | ₹1.55 Cr | +1.05% | +1.23% | +1.81% |
| Gland Pharma Ltd. | Healthcare | 1.18% | ₹1.53 Cr | +0.95% | — | — |
| Indus Towers Ltd. | Communication | 1.16% | ₹1.51 Cr | +1.64% | +1.83% | +2.08% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.10% | ₹1.43 Cr | +1.28% | +1.66% | +1.05% |
| Nippon Life India Asset Management Ltd. | Financial | 1.06% | ₹1.38 Cr | +1.09% | +0.76% | +0.85% |
| NMDC Ltd. | Metals & Mining | 1.05% | ₹1.37 Cr | +1.31% | +0.97% | +1.02% |
| Page Industries Ltd. | Textiles | 1.03% | ₹1.34 Cr | +1.03% | +0.85% | +1.72% |
| Indian Bank | Financial | 1.01% | ₹1.31 Cr | +1.01% | +2.01% | +1.12% |
| Bank of Maharashtra | Financial | 0.97% | ₹1.27 Cr | +0.97% | +0.49% | +0.30% |
| Neuland Laboratories Ltd. | Healthcare | 0.82% | ₹1.07 Cr | +0.60% | +0.57% | +0.64% |
| Ajanta Pharma Ltd. | Healthcare | 0.81% | ₹1.05 Cr | +0.63% | — | — |
| Himadri Speciality Chemical Ltd. | Chemicals | 0.80% | ₹1.03 Cr | +0.79% | +0.36% | +0.49% |
| Computer Age Management Services Ltd. | Services | 0.79% | ₹1.03 Cr | +0.93% | +0.87% | +0.90% |
| Central Depository Services (India) Ltd. | Financial | 0.79% | ₹1.03 Cr | +0.78% | +1.06% | +1.44% |
| Thermax Ltd. | Capital Goods | 0.78% | ₹1.01 Cr | +1.13% | — | — |
| The Great Eastern Shipping Company Ltd. | Energy | 0.77% | ₹1.00 Cr | +0.73% | +0.66% | — |
| 360 One Wam Ltd. | Financial | 0.76% | ₹0.99 Cr | +0.86% | +0.98% | +1.02% |
| L&T Finance Ltd. | Financial | 0.75% | ₹0.98 Cr | +0.87% | +1.92% | — |
| Mphasis Ltd. | Technology | 0.74% | ₹0.97 Cr | +0.75% | +0.83% | +1.08% |
| Angel One Ltd. | Financial | 0.72% | ₹0.94 Cr | +0.79% | +0.63% | +0.65% |
| Data Patterns (India) Ltd. | Capital Goods | 0.71% | ₹0.92 Cr | +0.63% | +0.43% | — |
| City Union Bank Ltd. | Financial | 0.70% | ₹0.91 Cr | +0.64% | +1.26% | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 0.67% | ₹0.87 Cr | +0.52% | +0.53% | +0.47% |
| Granules India Ltd. | Healthcare | 0.67% | ₹0.87 Cr | +0.61% | — | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.66% | ₹0.85 Cr | +0.98% | +0.86% | — |
| Adani Total Gas Ltd. | Energy | 0.60% | ₹0.78 Cr | +0.72% | — | — |
| Coromandel International Ltd. | Chemicals | 0.59% | ₹0.77 Cr | +0.62% | +0.98% | +2.34% |
| Motilal Oswal Financial Services Ltd. | Financial | 0.59% | ₹0.77 Cr | +0.48% | +0.42% | +0.73% |
| Blue Star Ltd. | Consumer Discretionary | 0.56% | ₹0.73 Cr | +0.58% | +0.77% | +0.82% |
| Manappuram Finance Ltd. | Financial | 0.55% | ₹0.71 Cr | +0.68% | +0.95% | +1.24% |
| Elgi Equipments Ltd. | Capital Goods | 0.54% | ₹0.70 Cr | +0.46% | — | — |
| Linde India Ltd. | Chemicals | 0.54% | ₹0.70 Cr | +0.54% | — | — |
| UNO Minda Ltd. | Automobile | 0.53% | ₹0.70 Cr | +0.50% | +0.87% | +0.91% |
| Finolex Cables Ltd. | Capital Goods | 0.52% | ₹0.68 Cr | +0.44% | — | — |
| PI Industries Ltd. | Chemicals | 0.49% | ₹0.63 Cr | +0.54% | +0.66% | +1.19% |
| Astral Ltd. | Materials | 0.48% | ₹0.63 Cr | +0.56% | — | — |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 0.48% | ₹0.62 Cr | +0.58% | — | +0.26% |
| K.P.R. Mill Ltd. | Textiles | 0.46% | ₹0.60 Cr | +0.36% | +0.33% | +0.64% |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.41% | ₹0.54 Cr | +0.49% | +0.28% | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.39% | ₹0.51 Cr | +0.44% | — | — |
| Castrol India Ltd. | Chemicals | 0.39% | ₹0.51 Cr | +0.35% | +0.43% | +0.58% |
| Usha Martin Ltd. | Metals & Mining | 0.37% | ₹0.48 Cr | +0.44% | +0.41% | — |
| Narayana Hrudayalaya Ltd. | Healthcare | 0.36% | ₹0.47 Cr | +0.41% | +0.64% | +1.03% |
| Indian Energy Exchange Ltd. | Services | 0.35% | ₹0.46 Cr | +0.40% | +0.45% | +0.74% |
| Gabriel India Ltd. | Automobile | 0.34% | ₹0.44 Cr | +0.29% | — | — |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.33% | ₹0.43 Cr | +0.33% | — | — |
| HBL Engineering Ltd. | Capital Goods | 0.33% | ₹0.42 Cr | +0.34% | +0.45% | +0.44% |
| Tata Elxsi Ltd. | Technology | 0.32% | ₹0.42 Cr | +0.40% | +0.46% | +0.83% |
| Force Motors Ltd. | Automobile | 0.32% | ₹0.42 Cr | +0.42% | +0.87% | — |
| Motherson Sumi Wiring India Ltd. | Automobile | 0.32% | ₹0.42 Cr | +0.37% | +0.61% | — |
| Engineers India Ltd. | Construction | 0.32% | ₹0.42 Cr | +0.25% | — | — |
| The Jammu & Kashmir Bank Ltd. | Financial | 0.32% | ₹0.41 Cr | +0.32% | — | — |
| Triveni Turbine Ltd. | Construction | 0.31% | ₹0.40 Cr | +0.46% | +0.23% | +0.26% |
| Zen Technologies Ltd. | Technology | 0.29% | ₹0.37 Cr | +0.28% | — | +0.49% |
| Caplin Point Laboratories Ltd. | Healthcare | 0.28% | ₹0.37 Cr | +0.18% | — | +0.23% |
| Natco Pharma Ltd. | Healthcare | 0.28% | ₹0.36 Cr | +0.36% | — | — |
| Bharat Dynamics Ltd. | Capital Goods | 0.28% | ₹0.36 Cr | +0.31% | +0.33% | +1.06% |
| Nava Ltd. | Others | 0.25% | ₹0.33 Cr | +0.32% | +0.31% | +0.53% |
| L&T Technology Services Ltd. | Technology | 0.25% | ₹0.32 Cr | +0.24% | +0.29% | +0.44% |
| Garden Reach Shipbuilders & Engineers Ltd. | Capital Goods | 0.24% | ₹0.31 Cr | +0.27% | +0.34% | +0.67% |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.23% | ₹0.31 Cr | +0.26% | +0.33% | +1.12% |
| KPIT Technologies Ltd. | Technology | 0.23% | ₹0.30 Cr | +0.31% | +0.37% | +0.78% |
| Gillette India Ltd. | Consumer Staples | 0.22% | ₹0.28 Cr | +0.24% | +0.30% | +0.48% |
| Godawari Power And Ispat Ltd. | Metals & Mining | 0.21% | ₹0.27 Cr | +0.30% | +0.37% | +0.27% |
| JSW Dulux Ltd. | Materials | 0.20% | ₹0.26 Cr | +0.20% | +0.18% | — |
| Mahanagar Gas Ltd. | Energy | 0.19% | ₹0.24 Cr | +0.19% | +0.21% | +0.40% |
| Chambal Fertilisers and Chemicals Ltd. | Chemicals | 0.19% | ₹0.24 Cr | +0.22% | — | — |
| Indiamart Intermesh Ltd. | Services | 0.16% | ₹0.21 Cr | +0.19% | +0.30% | — |
| Saregama India Ltd. | Services | 0.15% | ₹0.20 Cr | — | — | — |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.15% | ₹0.19 Cr | +0.22% | +0.31% | — |
| Transformers And Rectifiers India Ltd. | Capital Goods | 0.10% | ₹0.13 Cr | +0.12% | — | — |
| BLS International Services Ltd. | Services | 0.09% | ₹0.11 Cr | +0.10% | +0.12% | +0.22% |
| Others | Others | -0.05% | ₹-0.07 Cr | -0.64% | +0.12% | -0.14% |
Sectors
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Laurus Labs Ltd. | 4.36% | 4.78% | +0.42% |
| Welspun Corp Ltd. | 1.95% | 2.35% | +0.40% |
| Kei Industries Ltd. | 1.61% | 1.32% | -0.29% |
| Polycab India Ltd. | 2.74% | 2.47% | -0.27% |
| Suzlon Energy Ltd. | 2.17% | 1.91% | -0.26% |
| The Federal Bank Ltd. | 4.35% | 4.11% | -0.25% |
| The Great Eastern Shipping Company Ltd. | 0.60% | 0.77% | +0.16% |
| Oracle Financial Services Software Ltd. | 1.51% | 1.36% | -0.15% |
| Dixon Technologies (India) Ltd. | 2.30% | 2.15% | -0.15% |
| Acutaas Chemicals Ltd. | 1.40% | 1.53% | +0.14% |
| Sona BLW Precision Forgings Ltd. | 1.63% | 1.76% | +0.13% |
| L&T Finance Ltd. | 0.86% | 0.75% | -0.11% |
| Multi Commodity Exchange Of India Ltd. | 3.69% | 3.79% | +0.11% |
| Finolex Cables Ltd. | 0.42% | 0.52% | +0.10% |
| Hitachi Energy India Ltd. | 2.55% | 2.45% | -0.10% |
| NMDC Ltd. | 1.15% | 1.05% | -0.09% |
| Coforge Ltd. | 1.35% | 1.26% | -0.09% |
| Bharat Forge Ltd. | 2.89% | 2.81% | -0.09% |
| Computer Age Management Services Ltd. | 0.87% | 0.79% | -0.08% |
| National Aluminium Company Ltd. | 1.45% | 1.37% | -0.08% |
| Apar Industries Ltd. | 1.81% | 1.89% | +0.07% |
| Page Industries Ltd. | 0.95% | 1.03% | +0.07% |
| Aurobindo Pharma Ltd. | 2.27% | 2.35% | +0.07% |
| Gland Pharma Ltd. | 1.10% | 1.18% | +0.07% |
| HBL Engineering Ltd. | 0.25% | 0.33% | +0.07% |
| Thermax Ltd. | 0.84% | 0.78% | -0.07% |
| Himadri Speciality Chemical Ltd. | 0.73% | 0.80% | +0.07% |
| Engineers India Ltd. | 0.26% | 0.32% | +0.06% |
| 360 One Wam Ltd. | 0.82% | 0.76% | -0.06% |
| Dr. Lal Pathlabs Ltd. | 0.62% | 0.67% | +0.05% |
| Indian Bank | 1.06% | 1.01% | -0.05% |
| Castrol India Ltd. | 0.34% | 0.39% | +0.05% |
| Granules India Ltd. | 0.62% | 0.67% | +0.05% |
| Blue Star Ltd. | 0.51% | 0.56% | +0.05% |
| APL Apollo Tubes Ltd. | 1.14% | 1.19% | +0.05% |
| Ajanta Pharma Ltd. | 0.76% | 0.81% | +0.05% |
| Radico Khaitan Ltd. | 1.51% | 1.56% | +0.05% |
| Mphasis Ltd. | 0.79% | 0.74% | -0.05% |
| Hero Motocorp Ltd. | 2.24% | 2.28% | +0.04% |
| Lupin Ltd. | 2.25% | 2.21% | -0.04% |
| Central Depository Services (India) Ltd. | 0.83% | 0.79% | -0.04% |
| Nippon Life India Asset Management Ltd. | 1.10% | 1.06% | -0.04% |
| Caplin Point Laboratories Ltd. | 0.25% | 0.28% | +0.04% |
| Marico Ltd. | 2.16% | 2.20% | +0.03% |
| Hindustan Copper Ltd. | 0.69% | 0.66% | -0.03% |
| City Union Bank Ltd. | 0.67% | 0.70% | +0.03% |
| Tata Elxsi Ltd. | 0.35% | 0.32% | -0.03% |
| Anand Rathi Wealth Ltd. | 1.51% | 1.54% | +0.03% |
| AU Small Finance Bank Ltd. | 2.05% | 2.03% | -0.03% |
| Garden Reach Shipbuilders & Engineers Ltd. | 0.27% | 0.24% | -0.03% |
| Linde India Ltd. | 0.51% | 0.54% | +0.02% |
| KPIT Technologies Ltd. | 0.26% | 0.23% | -0.02% |
| Bank of Maharashtra | 0.95% | 0.97% | +0.02% |
| Astral Ltd. | 0.51% | 0.48% | -0.02% |
| Bharat Dynamics Ltd. | 0.30% | 0.28% | -0.02% |
| Indian Energy Exchange Ltd. | 0.37% | 0.35% | -0.02% |
| Schneider Electric Infrastructure Ltd. | 0.46% | 0.48% | +0.02% |
| Usha Martin Ltd. | 0.35% | 0.37% | +0.02% |
| Indus Towers Ltd. | 1.14% | 1.16% | +0.02% |
| Colgate-Palmolive (India) Ltd. | 1.25% | 1.23% | -0.02% |
| Saregama India Ltd. | 0.13% | 0.15% | +0.02% |
| PI Industries Ltd. | 0.47% | 0.49% | +0.02% |
| UNO Minda Ltd. | 0.55% | 0.53% | -0.02% |
| Elgi Equipments Ltd. | 0.52% | 0.54% | +0.01% |
| Coromandel International Ltd. | 0.60% | 0.59% | -0.01% |
| Neuland Laboratories Ltd. | 0.83% | 0.82% | -0.01% |
| L&T Technology Services Ltd. | 0.26% | 0.25% | -0.01% |
| Zen Technologies Ltd. | 0.30% | 0.29% | -0.01% |
| Karur Vysya Bank Ltd. | 1.28% | 1.26% | -0.01% |
| Godfrey Phillips India Ltd. | 0.25% | 0.23% | -0.01% |
| Natco Pharma Ltd. | 0.27% | 0.28% | +0.01% |
| Force Motors Ltd. | 0.31% | 0.32% | +0.01% |
| Nava Ltd. | 0.24% | 0.25% | +0.01% |
| Chambal Fertilisers and Chemicals Ltd. | 0.18% | 0.19% | +0.01% |
| Transformers And Rectifiers India Ltd. | 0.11% | 0.10% | -0.01% |
| Angel One Ltd. | 0.72% | 0.72% | +0.01% |
| Manappuram Finance Ltd. | 0.55% | 0.55% | -0.01% |
| Mahanagar Gas Ltd. | 0.18% | 0.19% | +0.01% |
| ZF Commercial Vehicle Control Systems India Ltd. | 0.40% | 0.39% | -0.01% |
| Adani Total Gas Ltd. | 0.59% | 0.60% | +0.01% |
| Godawari Power And Ispat Ltd. | 0.21% | 0.21% | -0.01% |
| Gujarat Mineral Development Corporation Ltd. | 0.15% | 0.15% | -0.01% |
| JSW Dulux Ltd. | 0.20% | 0.20% | +0.01% |
| BSE Ltd. | 4.16% | 4.16% | -0.01% |
| Motherson Sumi Wiring India Ltd. | 0.33% | 0.32% | -0.01% |
| Motilal Oswal Financial Services Ltd. | 0.58% | 0.59% | +0.01% |
| Others | -0.05% | -0.05% | 0.00% |
| GE Vernova T&D India Ltd | 2.55% | 2.56% | 0.00% |
| Gabriel India Ltd. | 0.34% | 0.34% | 0.00% |
| Triveni Turbine Ltd. | 0.31% | 0.31% | 0.00% |
| K.P.R. Mill Ltd. | 0.47% | 0.46% | 0.00% |
| BLS International Services Ltd. | 0.09% | 0.09% | 0.00% |
| Data Patterns (India) Ltd. | 0.70% | 0.71% | 0.00% |
| Indiamart Intermesh Ltd. | 0.17% | 0.16% | 0.00% |
| Gillette India Ltd. | 0.21% | 0.22% | 0.00% |
| Glenmark Pharmaceuticals Ltd. | 1.10% | 1.10% | 0.00% |
| Narayana Hrudayalaya Ltd. | 0.36% | 0.36% | 0.00% |
| The Jammu & Kashmir Bank Ltd. | 0.32% | 0.32% | 0.00% |
| Aditya Birla Sun Life AMC Ltd. | 0.41% | 0.41% | 0.00% |
| Vijaya Diagnostic Centre Ltd. | 0.33% | 0.33% | 0.00% |
| Persistent Systems Ltd. | 1.63% | 1.63% | 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 | ₹1,822 Cr | 1.03% | 2.4% | 6.3% | 13.3% |
 Motilal Oswal Nifty Midcap 150 Index Fund | ₹3,995 Cr | 1.12% | 1.9% | 5.9% | 13.3% |
 Nippon India Nifty Midcap 150 Index Fund | ₹2,675 Cr | 0.93% | 2.1% | 6.1% | 13.4% |
 SBI Nifty Midcap 150 Index Fund | ₹1,240 Cr | 0.91% | 2.2% | 6.1% | — |
 Axis Nifty Midcap 50 Index Fund | ₹732 Cr | 1.15% | 3.7% | 7.4% | — |
 Aditya Birla Sun Life Nifty Midcap 150 Index Fund | ₹469 Cr | 1.03% | 1.9% | 5.9% | 13.3% |
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 months1.43% absolute | ₹60,000 | ₹60,858 | 1.43% | |
| 1 year5.04% annualised | ₹1,20,000 | ₹1,23,327 | 2.77% |
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 ₹11.67 as on 9 Nov 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 1.27% 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 67 schemes with ₹4,04,584 Cr under management.