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UTI Nifty Midcap 150 Quality 50 Index Fund
Get the latest NAV of UTI Nifty Midcap 150 Quality 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹14.01
1D
NAV as on 05 Feb 2026
9.19%/per year
Since Inception
▲▼
467 people have invested ₹ 25L in UTI Nifty Midcap 150 Quality 50 Index Fund in the last three months
Peer comparison
UTI Nifty Midcap 150 Quality 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty Midcap 150 Quality 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
UTI Nifty Midcap 150 Quality 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Industrial, Tech & Basic Materials
Industrial
19%
Tech
19%
Consumer Cyclical
14%
Industrial
25%
Tech
19%
Basic Materials
15%
UTI Nifty Midcap 150 Quality 50 Index Fund Holdings Details
as on (31-Jan-26)
UTI Nifty Midcap 150 Quality 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.58% |
Benchmark | Nifty Midcap 150 Quality 50 TR INR |
| AUM | ₹246 Cr |
| Inception Date | 6 April, 2022 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 48.03% |
| Risk |   Very High Risk |
About UTI Nifty Midcap 150 Quality 50 Index Fund
UTI Nifty Midcap 150 Quality 50 Index Fund is an equity fund. This fund was started on 6 April, 2022. The fund is managed by Sharwan Kumar Goyal, Ayush Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Nifty Midcap 150 Quality 50 Index Fund has ₹246 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
UTI Nifty Midcap 150 Quality 50 Index Fund has given a CAGR return of 9.19% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.21% and 14.77% respectively.
Holdings
UTI Nifty Midcap 150 Quality 50 Index Fund has allocated its funds majorly in Cash Equivalent, Industrial, Tech, Consumer Cyclical, Financial Services, Consumer Defensive, Basic Materials, Health, Utilities, Energy. Its top holdings are Colgate-Palmolive (India) Ltd, HDFC Asset Management Co Ltd, Hero MotoCorp Ltd, Dixon Technologies (India) Ltd, Persistent Systems Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Nifty Midcap 150 Quality 50 Index Fund
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty Midcap 150 Quality 50 Index Fund has no lock in period.
Fund Manager
Sharwan Kumar Goyal
Fund Manager of UTI Nifty Midcap 150 Quality 50 Index Fund, since 6 April 2022
Ayush Jain
Fund Manager of UTI Nifty Midcap 150 Quality 50 Index Fund, since 2 May 2022
- AUM of the fund stands at 245.9 Cr as of Dec'25
- AUM decreased by 13.1 Cr between Dec'25 and Nov'25
Frequently Asked Questions for UTI Nifty Midcap 150 Quality 50 Index Fund
How do I invest in UTI Nifty Midcap 150 Quality 50 Index Fund?
- Download the INDmoney app.
- Search for ‘UTI Nifty Midcap 150 Quality 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.