UTI Nifty Midcap 150 Index Fund · Regular · Growth
NAV
₹10.3940
as of 29 Sept 2026
Expense Ratio
1.09%
AUM
₹68 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.64%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.13%
SIP returns (XIRR)
- 1Y
- -0.97%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.79%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.42
Sharpe Ratio
—
Alpha
—
Beta
0.40
Sortino
15.80%
Std Dev
-14.08%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks8.82%
- Pharmaceuticals & Biotechnology8.74%
- Capital Markets7.41%
- Electrical Equipment7.03%
- Finance5.34%
- IT - Software5.16%
- Auto Components5.00%
- Consumer Durables4.50%
- Retailing4.45%
- Industrial Products4.27%
- Insurance4.00%
- Financial Technology (Fintech)3.19%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
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 ₹67.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Midcap 150 TRI. The current expense ratio is 1.09%.
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