UTI Nifty Midcap 150 Index Fund Regular-Growth

Fund Details

NAV 10.4757

Sub-Type Mid Cap

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.19

Fund Size(in Crores) 62.18

Fund Performance

1 Month -2.6%

3 Month -0.74%

6 Month 2.84%

1 Year 10.33%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.89%) Market Cap Mid Cap 78.18 Small Cap 6.72 Large Cap 14.99 Top Sectors Financial 19.85 Services 11.65 Capital Goods 10.85 Automobile 8.44 Healthcare 8.32 Energy 6.2 Technology 6.09 Consumer Staples 4.92 Chemicals 4.87 Construction 4.59 Metals & Mining 4.47 Communication 3.09 Materials 2.71 Consumer Discretionary 1.87 Insurance 1.08 Textiles 0.87 Top Holding Godrej Properties 0.78 Fert & Chem Travancore 0.15 UPL 1.15 HDFC AMC 1.41 Godrej Industries 0.11 Persistent Systems 1.77 Voltas 0.8 Honeywell Automation India 0.18 Indusind Bank 1.48 ICICI Prudential 0.68 FSN E-Commerce Ventures 0.94 ACC 0.27 Syngene International 0.32 Dabur India 0.77 Vishal Mega Mart 0.75 Biocon 0.61 Bank of India 0.45 Fortis Healthcare 1.19 Mahindra & Mahindra Financial Services 0.69 Oil India 0.6 The Federal Bank 1.7 Ashok Leyland 1.33 Kei Industries 0.71 Housing & Urban Dev Corp 0.3 Coromandel International 0.69 Sundaram Finance 0.94 Tata Elxsi 0.47 NHPC 0.65 One97 Communications 1.37 Ipca Laboratories 0.51 SBI Cards 0.67 Glenmark Pharmaceuticals 0.79 Union Bank of India 0.77 GMR Airports 0.97 Vodafone Idea 0.77 United Breweries 0.3 APL Apollo Tubes 0.9 LIC Housing Fin. 0.42 Indian Renewable Energy Development Agency 0.29 Ajanta Pharma 0.3 Indian Bank 0.77 NLC India 0.21 360 One Wam 0.78 Hexaware Technologies 0.29 Steel Authority Of India 0.55 Suzlon Energy 1.66 Balkrishna Industries 0.48 Sona BLW Precision Forgings 0.56 Gujarat Gas 0.18 Bank of Maharashtra 0.33 Apar Industries 0.37 Bharti Hexacom 0.36 PI Industries 0.68 Tata Technologies 0.29 IDBI Bank 0.15 Torrent Power 0.64 JK Cement 0.6 Swiggy 1.34 Dixon Technologies (India) 1.29 Muthoot Finance 1.06 Procter & Gamble Hygiene and Health Care 0.32 Jubilant FoodWorks 0.57 Schaeffler India 0.4 IDFC First Bank 1.47 Rail Vikas Nigam 0.53 Apollo Tyres 0.42 IRB Infra Dev 0.22 Bharat Forge 1.02 Gujarat Fluorochemicals 0.4 Bharat Heavy Electricals 0.96 Astral 0.44 Hero Motocorp 1.94 Berger Paints India 0.4 Kalyan Jewellers India 0.48 The Phoenix Mills 0.9 Coforge 1.44 3M India 0.26 SRF 1.16 National Aluminium Company 0.73 Waaree Energies 0.74 KPIT Technologies 0.5 Container Corporation Of India 0.47 Marico 1.03 Godfrey Phillips India 0.29 UCO Bank 0.09 Alkem Laboratories 0.84 Supreme Industries 0.56 CRISIL 0.27 Cummins India 1.55 Endurance Technologies 0.24 Bharat Dynamics 0.35 Petronet LNG 0.55 New India Assurance 0.1 Premier Energies 0.25 Indian Overseas Bank 0.14 Cochin Shipyard 0.36 Patanjali Foods 0.48 Aditya Birla Capital 0.71 General Insurance Corporation of India 0.31 MRF 0.81 Abbott India 0.39 Linde India 0.32 Mankind Pharma 0.64 Tube Investments Of India 0.72 Indus Towers 1.41 Global Health 0.26 K.P.R. Mill 0.28 Adani Total Gas 0.41 Blue Star 0.58 Hitachi Energy India 0.6 Yes Bank 0.98 Exide Industries 0.43 Lloyds Metals & Energy 0.44 Motilal Oswal Financial Services 0.34 Oracle Financial Services Software 0.47 Tata Investment Corporation 0.24 Nippon Life India Asset Management 0.41 Tata Communications 0.56 Escorts Kubota 0.32 GE Vernova T&D 1.01 PB Fintech 1.61 Prestige Estates Projects 0.7 AWL Agri Business 0.29 Dalmia Bharat 0.44 AU Small Finance Bank 1.46 BSE 2.79 Indraprastha Gas 0.35 Mphasis 0.83 NMDC 0.75 JSW Infrastructure 0.24 Thermax 0.3 NTPC Green Energy 0.23 Max Financial Services 1.14 Jindal Stainless 0.7 Aurobindo Pharma 0.86 SJVN 0.14 Hindustan Petroleum Corporation 1.24 Glaxosmithkline Pharma 0.27 UNO Minda 0.6 Deepak Nitrite 0.31 L&T Fin 0.67 L&T Technology Services 0.32 Colgate-Palmolive (India) 0.71 Polycab India 1.04 AIA Engineering 0.4 Page Industries 0.59 Lupin 1.33 Oberoi Realty 0.51 Indian Railway Catering & Tourism 0.54 ITC Hotels 0.48

Debt & Others (0.11%) Sector Allocation Net Current Assets 0.11 Debt Credit Ratings Debt Category Others 0.11

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.1%

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) 44

Date of Incorporation 2024-11-28

Total AUM 2025-12-31

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.