UTI Nifty Midcap 150 Index Fund Direct-Growth
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Equity, Mid Cap, Principal at very high risk
1 Year Return 6.05% at 23 Dec 2025 09:45 AM
Fund Details
NAV 10.7
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.07
Fund Size(in Crores) 62.03
Fund Performance
1 Month 0.75%
3 Month 2.45%
6 Month 4.95%
1 Year 6.05%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (23.41%) Market Cap Large Cap 12.95 Mid Cap 5.69 Small Cap 4.77 Top Sectors Energy 5.14 Financial 3.47 Capital Goods 3.18 Healthcare 2.24 Metals & Mining 1.97 Consumer Staples 1.93 Materials 1.78 Automobile 1.31 Services 0.89 Communication 0.67 Consumer Discretionary 0.55 Technology 0.28 Top Holding Laxmi Dental 0.17 NTPC Green Energy 1.01 NTPC 0.99 Tata Steel 1.15 Adani Ports and Special Economic Zone 0.89 ITC 1.72 Siemens 0.53 ICICI Bank 0.84 Steel Authority Of India 0.82 Reliance Industries 0.69 TD Power Systems 1.65 CreditAccess Grameen 0.88 Power Grid Corporation Of India 0.94 Kotak Mahindra Bank 0.48 State Bank of India 1.27 MRF 0.28 Glenmark Pharmaceuticals 2.07 Sky Gold And Diamonds 0.55 SJS Enterprises 1.03 Ambuja Cements 1.34 Asian Paints 0.44 Bharti Airtel 0.67 Zaggle Prepaid Ocean Services 0.28 Bharat Electronics 1 Siemens Energy India 1.51 Triveni Engineering & Inds. 0.21
Debt & Others (76.59%) Sector Allocation Debenture 12.47 Repo 8.54 GOI Securities 17.64 Debt Credit Ratings AAA 32.69 SOV 19.15 Cash & Call Money 14.43 AA 6.12 AA+ 3.88 Debt Category Others 14.75 Manappuram Finance 3.07 Reserve Bank of India 1.51 Indian Railway Finance Corporation 7.79
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -0.05% Ret 1Y 7.3% Ret 3Y 9.06% Ret 5Y 9.38%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -0.05% Ret 1Y 7.3% Ret 3Y 9.06% Ret 5Y 9.38%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -0.05% Ret 1Y 7.3% Ret 3Y 9.06% Ret 5Y 9.38%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.05% Ret 1Y 7.3% Ret 3Y 9.06% Ret 5Y 9.38%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -0.08% Ret 1Y 5.45% Ret 3Y 8.13% Ret 5Y 5.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -0.08% Ret 1Y 5.45% Ret 3Y 8.13% Ret 5Y 5.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -0.08% Ret 1Y 5.45% Ret 3Y 8.13% Ret 5Y 5.54%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M 0.02% Ret 1Y 6.55% Ret 3Y 7.46% Ret 5Y 6.85%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.71%
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) 19
Date of Incorporation 2024-11-28
Total AUM 2025-11-30
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.
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