UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth: Mutual Fund Overview
UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is an Mid Cap mutual fund with over 3.95 years of performance history. The scheme manages an AUM of ₹237.08 Cr and has a NAV of ₹12.2935. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.97%.
Equity, Mid Cap, Principal at very high risk
1 Year Return -4.97% at 24 Mar 2026 03:51 PM
Fund Details
NAV 12.2935
Sub-Type Mid Cap
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 3.95
Fund Size(in Crores) 237.08
Fund Performance
1 Month -11.48%
3 Month -14.45%
6 Month -15.35%
1 Year -4.97%
3 Year 11.13%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.9%) Market Cap Large Cap 54.75 Mid Cap 40.73 Small Cap 4.42 Top Sectors Financial 26.71 Energy 9.38 Automobile 8.21 Services 7.92 Capital Goods 7.38 Healthcare 6.77 Technology 6.17 Consumer Staples 5.79 Metals & Mining 4.63 Construction 4.18 Communication 3.46 Materials 3.34 Chemicals 2.53 Consumer Discretionary 1.66 Insurance 1.38 Textiles 0.41 Top Holding ONGC 0.39 Dixon Technologies (India) 0.58 JSW Energy 0.09 Sona BLW Precision Forgings 0.32 Lodha Developers 0.1 TVS Motor Company - Pref. Shares 0 Coforge 0.53 Godrej Consumer 0.18 Apollo Hospitals Enterprise 0.29 National Aluminium Company 0.42 Siemens Energy India 0.09 Britannia Industries 0.25 Indraprastha Gas 0.16 JIO Financial 0.3 SRF 0.49 Aurobindo Pharma 0.45 Premier Energies 0.11 Bharat Petroleum Corporation 0.27 Bank of Baroda 0.21 Bank of Maharashtra 0.2 Voltas 0.47 Oracle Financial Services Software 0.22 Steel Authority Of India 0.32 Berger Paints India 0.17 Eicher Motors 0.4 Swiggy 0.54 SJVN 0.07 Varun Beverages 0.22 Waaree Energies 0.34 HCL Technologies 0.53 Deepak Nitrite 0.14 Cholamandalam Investment and Finance Company 0.26 Punjab National Bank 0.16 Hindustan Zinc 0.09 Fert & Chem Travancore 0.06 DLF 0.14 Adani Ports and Special Economic Zone 0.4 Fortis Healthcare 0.65 FSN E-Commerce Ventures 0.48 Motilal Oswal Financial Services 0.15 Torrent Pharmaceuticals 0.16 State Bank of India 1.79 Shriram Finance 0.54 Adani Green Energy 0.1 AIA Engineering 0.2 Endurance Technologies 0.12 Max Healthcare Institute 0.29 Procter & Gamble Hygiene and Health Care 0.14 Schaeffler India 0.23 One97 Communications 0.59 ITC 1.09 Trent 0.31 NMDC 0.38 Indus Towers 0.78 Bharat Heavy Electricals 0.51 General Insurance Corporation of India 0.16 TVS Motor Company 0.33 Wipro 0.21 Tata Investment Corporation 0.11 The Federal Bank 0.98 Grasim Industries 0.38 Tata Steel 0.63 ICICI Prudential 0.34 Eternal 0.64 Cochin Shipyard 0.17 Tata Consumer Products 0.27 Divi's Laboratories 0.29 BSE 1.47 NTPC Green Energy 0.11 Bharat Dynamics 0.15 Tech Mahindra 0.31 Glaxosmithkline Pharma 0.14 Dr. Reddy's Laboratories 0.28 Patanjali Foods 0.23 AU Small Finance Bank 0.72 Lloyds Metals & Energy 0.21 Bosch 0.11 ACC 0.13 Mankind Pharma 0.34 NLC India 0.11 NTPC 0.65 Suzlon Energy 0.69 Colgate-Palmolive (India) 0.39 Dalmia Bharat 0.21 Ajanta Pharma 0.17 Oil India 0.35 Tube Investments Of India 0.39 HDFC AMC 0.73 Bajaj Finance 0.95 Godfrey Phillips India 0.11 Zydus Lifesciences 0.08 Honeywell Automation India 0.09 Vedanta 0.44 IDFC First Bank 0.65 Global Health 0.13 Jindal Stainless 0.33 Tata Technologies 0.13 Bharat Forge 0.68 Tata Power Company 0.23 Life Insurance 0.07 PB Fintech 0.67 Nestle India 0.33 Avenue Supermarts 0.2 CRISIL 0.14 Canara Bank 0.19 Titan Company 0.64 Shree Cement 0.13 Kalyan Jewellers India 0.21 Cipla 0.27 HDFC Bank 4.88 Godrej Properties 0.34 Alkem Laboratories 0.44 Info Edge (India) 0.14 Tata Motors Passenger Vehicles 0.29 LIC Housing Fin. 0.21 The Phoenix Mills 0.41 Axis Bank 1.43 Glenmark Pharmaceuticals 0.43 GAIL (India) 0.16 Prestige Estates Projects 0.31 Gujarat Gas 0.09 3M India 0.14 ICICI Bank 3.54 Hindustan Petroleum Corporation 0.56 Biocon 0.37 Nippon Life India Asset Management 0.22 CG Power 0.18 Bajaj Holdings & Invest. 0.17 GMR Airports 0.48 Interglobe Aviation 0.39 Asian Paints 0.39 Power Fin. Corp. 0.22 United Spirits 0.15 Kei Industries 0.42 Mahindra & Mahindra 1.09 ICICI Lombard Gen. Insurance 0.17 Maruti Suzuki India 0.7 Indian Railway Finance Corporation 0.07 360 One Wam 0.37 Dabur India 0.41 SBI Cards 0.31 Ambuja Cements 0.11 Adani Energy Solutions 0.13 United Breweries 0.15 Linde India 0.19 LTIMindtree 0.15 Syngene International 0.11 Ashok Leyland 0.8 Tata Consultancy 0.97 AWL Agri Business 0.12 MRF 0.38 Infosys 1.64 Page Industries 0.27 Ultratech Cement 0.54 HDFC Life Insurance 0.28 Apollo Tyres 0.2 Hyundai Motor 0.11 SBI Life Insurance Company 0.33 IDBI Bank 0.09 Cummins India 0.88 GE Vernova T&D 0.63 L&T Fin 0.31 Tata Communications 0.25 Muthoot Finance 0.48 The Indian Hotels Company 0.21 Balkrishna Industries 0.25 Sundaram Finance 0.5 Petronet LNG 0.32 Hitachi Energy India 0.43 Rail Vikas Nigam 0.24 Indian Bank 0.47 Siemens 0.11 Marico 0.55 L&T Technology Services 0.13 Jindal Steel 0.17 Housing & Urban Dev Corp 0.12 REC 0.16 Container Corporation Of India 0.23 Adani Enterprises 0.2 Torrent Power 0.4 Coal India 0.35 Adani Power 0.2 Coromandel International 0.35 JSW Infrastructure 0.11 Yes Bank 0.48 Gujarat Fluorochemicals 0.2 APL Apollo Tubes 0.54 Indusind Bank 0.84 Aditya Birla Capital 0.35 JK Cement 0.31 Supreme Industries 0.34 Lupin 0.74 Samvardhana Motherson 0.21 Mazagon Dock Shipbuilders 0.06 Mahindra & Mahindra Financial Services 0.33 Bank of India 0.28 Ipca Laboratories 0.28 UPL 0.47 Mphasis 0.35 Hero Motocorp 0.98 Max Financial Services 0.64 IRB Infra Dev 0.11 JSW Steel 0.43 Indian Railway Catering & Tourism 0.23 ABB India 0.11 ITC Hotels 0.22 PI Industries 0.34 Indian Overseas Bank 0.07 Reliance Industries 3.38 Tata Elxsi 0.21 Bharti Hexacom 0.16 Larsen & Toubro 1.81 Godrej Industries 0.06 KPIT Technologies 0.17 Hindustan Aero 0.27 UCO Bank 0.04 Thermax 0.16 Vodafone Idea 0.39 Havells India 0.13 Hexaware Technologies 0.09 Indian Oil Corporation 0.25 Indian Renewable Energy Development Agency 0.13 Polycab India 0.6 Exide Industries 0.2 Vishal Mega Mart 0.33 Blue Star 0.33 Abbott India 0.18 Sun Pharmaceutical Industries 0.66 Escorts Kubota 0.16 Bharti Airtel 1.88 Astral 0.27 Jubilant FoodWorks 0.27 Hindustan Unilever 0.75 Adani Total Gas 0.19 K.P.R. Mill 0.14 UNO Minda 0.29 Power Grid Corporation Of India 0.49 Kotak Mahindra Bank 1.1 Bajaj Auto 0.4 Persistent Systems 0.68 Bharat Electronics 0.57 New India Assurance 0.05 Pidilite Industries 0.17 Bajaj Housing Finance 0.03 Solar Industries India 0.12 Union Bank of India 0.52 Apar Industries 0.25 Oberoi Realty 0.24 Bajaj Finserv 0.41 Hindalco Industries 0.48 NHPC 0.32
Debt & Others (0.1%) Sector Allocation Net Payables -0.01 Cash 0 CBLO 0.11 Debt Credit Ratings Debt Category Others 0.1
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -15.16% Ret 1Y -2.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -15.16% Ret 1Y -2.66% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.59%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sharwan Kumar Goyal
Education Mr.Goyal is B.Com, CFA and MMS.
Experience 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.
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 48
Date of Incorporation 2022-04-11
Total AUM 396376.12
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth FAQs
How to invest in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
Investing in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The term expense ratio for UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is 0.59% as of 24 Mar 2026.
What is the NAV of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The NAV of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is ₹12.2935 as of 24 Mar 2026.
What is the AUM of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The AUM (Assets Under Management) of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is ₹237.08 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The PE ratio of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
Yes, you can invest in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth in the last 5 years?
The return of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The minimum SIP investment in UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The NAV of UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth, as of 24 Mar 2026, is ₹12.2935.
Who manages the UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth?
The fund managers responsible for UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth are:
- Sharwan Kumar Goyal
- Ayush Jain