UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Dir (G) logo

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

Other

| Index Fund

NAV ₹11.40 as on 17 Nov 2025

RiskVery High

Fund Size₹89.98Cr

NAV₹11.40 as on 17 Nov 2025
RiskVery High
Fund Size₹89.98Cr

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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

0 years 9 months (Since Feb 13, 2025)

Return since Launch

13.96%

Expense ratio

0.66%

Type

OPEN

AUM (Fund Size)

₹89.98

Risk Grade

Very High

Benchmark

Nifty MidSmallcap400 Momentum Quality 100 TRI

Calculate Your Returns
Select Duration
Choose Amount
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 4.59%

Coforge 3.64%

HDFC AMC 3.25%

Marico 2.43%

SBI Cards 1.98%

Lupin 1.95%

MRF 1.59%

C D S L 1.50%

Mphasis 1.08%

360 ONE 1.03%

NMDC 0.97%

Redington 0.88%

Uno Minda 0.83%

Blue Star 0.81%

Oil India 0.73%

Affle 3i 0.72%

Angel One 0.72%

NBCC 0.66%

CEAT 0.56%

Nava 0.48%

Pfizer 0.41%

L T Foods 0.40%

H U D C O 0.37%

Rites 0.13%

UTI AMC 0.13%

See All

Net CA & Others 0.11%

See All
Scheme Holding Summary

Financial Services

BSE Ltd

4.59%

Capital Goods - Electrical Equipment

IT - Software

Finance

Consumer Durables

Aerospace & Defence

FMCG

Capital Goods-Non Electrical Equipment

Fertilizers

Telecom Equipment & Infra Services

Pharmaceuticals

Lupin Ltd

1.95%

Readymade Garments/ Apparells

Tyres

MRF Ltd

1.59%

CEAT Ltd

0.56%

Cables

Banks

Agro Chemicals

Healthcare

Mining & Mineral products

NMDC Ltd

0.97%

Tobacco Products

Paints/Varnish

Trading

Auto Ancillaries

Gas Distribution

Stock/ Commodity Brokers

Crude Oil & Natural Gas

Miscellaneous

Rites Ltd

0.13%

Infrastructure Developers & Operators

Chemicals

Diversified

Nava Ltd

0.48%

Automobile

Steel

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 Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 13 Feb 2025. 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 ₹11.40.
The UTI Nifty Midsmallcap 400 Momentum Quality 100 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 Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth provide?

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth?

The Expense Ratio charged by UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth is 0.66%.

What is the AUM size of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth?

The AUM size of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth is ₹89.98Cr.

What is the minimum SIP amount that you can invest in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth .

What are the top stock holdings of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth?

The top stock holdings of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth include , BSE Ltd , Central Depository Services (India) Ltd , Computer Age Management Services Ltd and Indian Energy Exchange Ltd.

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