UTI Nifty Midcap 150 Index Fund · Regular · Growth
NAV
₹10.9658
as of 14 Jul 2026
Expense Ratio
1.10%
AUM
₹61 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.50%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.84%
SIP returns (XIRR)
- 1Y
- +11.71%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.71%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.20
Sharpe Ratio
—
Alpha
—
Beta
0.19
Sortino
17.74%
Std Dev
-14.08%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Banks8.38%
- Pharmaceuticals & Biotechnology8.30%
- Capital Markets8.21%
- Electrical Equipment8.11%
- Finance5.24%
- Auto Components5.10%
- IT - Software4.84%
- Industrial Products4.36%
- Consumer Durables4.15%
- Retailing3.73%
- Insurance3.50%
- Telecom - Services3.23%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
UTI Nifty Midcap 150 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
UTI Nifty Midcap 150 Index Fund · Regular · Growth is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹60.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.10%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations