UTI-Nifty Midcap 150 Index Fund - Direct (G) logo

UTI Nifty Midcap 150 Index Fund Direct Growth

Other

| Index Fund

NAV ₹10.78 as on 17 Nov 2025

RiskVery High

Fund Size₹60.02Cr

NAV₹10.78 as on 17 Nov 2025
RiskVery High
Fund Size₹60.02Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

1 years 0 months (Since Nov 28, 2024)

Return since Launch

7.76%

Expense ratio

0.66%

Type

OPEN

AUM (Fund Size)

₹60.02

Risk Grade

Very High

Benchmark

Nifty Midcap 150 TRI

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Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Sharwan Kumar Goyal

Experience:

He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.

Asset Allocation

BSE 2.72%

Coforge 1.60%

HDFC AMC 1.47%

One 97 1.29%

Lupin 1.28%

H P C L 1.23%

Yes Bank 1.20%

SRF 1.14%

UPL 1.10%

Marico 1.02%

Swiggy 0.94%

B H E L 0.92%

MRF 0.87%

Mphasis 0.85%

Voltas 0.85%

Alkem Lab 0.83%

NHPC Ltd 0.72%

SBI Cards 0.71%

NMDC 0.70%

Blue Star 0.68%

360 ONE 0.67%

Oil India 0.64%

Biocon 0.60%

Uno Minda 0.60%

Tata Comm 0.59%

I R C T C 0.58%

S A I L 0.53%

Astral 0.48%

Thermax 0.34%

CRISIL 0.32%

H U D C O 0.32%

ACC 0.32%

3M India 0.23%

NLC India 0.23%

SJVN 0.17%

IDBI Bank 0.16%

F A C T 0.15%

I O B 0.11%

UCO Bank 0.10%

See All

Net CA & Others -1.57%

See All
Scheme Holding Summary

Financial Services

BSE Ltd

2.72%

Automobile

Capital Goods - Electrical Equipment

IT - Software

Consumer Durables

Capital Goods-Non Electrical Equipment

Banks

UCO Bank

0.10%

Finance

Healthcare

E-Commerce/App based Aggregator

Telecom Equipment & Infra Services

Pharmaceuticals

Lupin Ltd

1.28%

Refineries

Chemicals

SRF Ltd

1.14%

Agro Chemicals

UPL Ltd

1.10%

Miscellaneous

Cables

FMCG

Castings, Forgings & Fastners

Realty

Tyres

MRF Ltd

0.87%

Retail

Power Generation & Distribution

NHPC Ltd

0.72%

SJVN Ltd

0.17%

Cement

ACC Ltd

0.32%

Readymade Garments/ Apparells

Mining & Mineral products

NMDC Ltd

0.70%

Fertilizers

Plastic products

Telecom-Service

Steel

Crude Oil & Natural Gas

Quick Service Restaurant

Insurance

Auto Ancillaries

Railways

Gas Distribution

Non Ferrous Metals

Hotels & Restaurants

Diamond, Gems and Jewellery

Logistics

Infrastructure Developers & Operators

Bearings

Paints/Varnish

Aerospace & Defence

Stock/ Commodity Brokers

Alcoholic Beverages

Trading

Tobacco Products

Credit Rating Agencies

Marine Port & Services

Diversified

Electronics

Debt Others

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#7 in India
Total AUM₹3,79,175.93Cr
Date of Incorporation14 Nov 2002
UTI Nifty Midcap 150 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 28 Nov 2024. The fund currently has an Asset Under Management(AUM) of ₹3,79,175.93 Cr and the Latest NAV as of 17 Nov 2025 is ₹10.78.
The UTI Nifty Midcap 150 Index Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.
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Returns and Rankings

Category: Other Index Fund

1Y3Y5YAll
Fund returns----
Category average7.87%4.38%3.23%-
Rank within category000-

FAQ’s

What kind of returns does UTI Nifty Midcap 150 Index Fund Direct Growth provide?

UTI Nifty Midcap 150 Index Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by UTI Nifty Midcap 150 Index Fund Direct Growth?

The Expense Ratio charged by UTI Nifty Midcap 150 Index Fund Direct Growth is 0.66%.

What is the AUM size of UTI Nifty Midcap 150 Index Fund Direct Growth?

The AUM size of UTI Nifty Midcap 150 Index Fund Direct Growth is ₹60.02Cr.

What is the minimum SIP amount that you can invest in UTI Nifty Midcap 150 Index Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in UTI Nifty Midcap 150 Index Fund Direct Growth .

What are the top stock holdings of UTI Nifty Midcap 150 Index Fund Direct Growth?

The top stock holdings of UTI Nifty Midcap 150 Index Fund Direct Growth include , BSE Ltd , Hero MotoCorp Ltd and Ashok Leyland Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.