MF
MFGenie.ai
Index Fundregulargrowth

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option

UTI Mutual Fund

₹13.2124

0.24 (+1.85%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.23%
1 Month-11.56%
3 Months-12.66%
6 Months-12.23%
1 Year-5.73%
3 Years (CAGR)+10.73%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Apr 2022)+5.24%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-19.24%
3 Year SIP-1.71%
5 Year SIP
Since Inception (Apr 2022)+2.01%

Fund Details

Fund HouseUTI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹237 Cr
Expense Ratio1.04%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date13 Apr 2022
AMFI Code150312

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option 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 Quality 50 Index Fund - Regular Plan - Growth Option is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹237 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.04%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations