Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 10.09 0.51 % 1-D Change
Returns
5.69%
You get upto 0.47% extra returns
ET Money's Fund Report Card - UTI Nifty Midcap 150 Quality 50 Index Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
-
Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.43% As on Jun 30, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 116 Crs |
| Lock-in | No Lockin |
| Age | 5 m Since Mar 28, 2022 |
| Benchmark | NIFTY Midcap150 Quality 50 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About UTI Nifty Midcap 150 Quality 50 Index Fund
UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth is a Mid Cap mutual fund scheme from
Uti Mutual Fund
. This fund has been in existence for 5 m, having been launched on 28/03/2022. UTI Nifty Midcap 150 Quality 50 Index Fund Direct - Growth has ₹116 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.43%, which is less than what most other
Mid Cap
funds charge.
.....
- The fund has the majority of its money invested in Chemicals, Healthcare, Technology, Capital Goods, Financial sectors. It has taken less exposure in Chemicals, Healthcare sectors compared to other funds in the category.
- The fund's top 5 holdings are in Page Industries Ltd., Tata Elxsi Ltd., Crompton Greaves Consumer Electricals Ltd., Bharat Electronics Ltd., Indian Energy Exchange Ltd..
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Jun 30, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 9.45%
Mid Cap 80.85%
Small Cap 9.72%
Other Cap 0%
Allocation by Sector
Chemicals 14.5%
Healthcare 14.03%
Technology 11.49%
Capital Goods 11.02%
Top Debt Holdings
Clearing Corporation of India 0.02%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Short Term Deposit 0.02%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with mid cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Motilal Oswal Midcap Fund | 27.86% | ||
| Sundaram Mid Cap Fund | 23.53% | ||
| SBI Magnum Midcap Fund | 22.08% | ||
| Franklin India Prima Fund | 21.96% | ||
| Edelweiss Mid Cap Fund | 21.87% | ||
| HDFC Mid-Cap Opportunities Fund | 21.73% | ||
| Mirae Asset Midcap Fund | 18.61% | ||
| PGIM India Midcap Opportunities Fund | 21.0% | ||
| Tata Midcap Growth Fund | 17.17% | ||
| Nippon India Nifty Midcap 150 Index Fund | 20.49% | ||
| Axis Midcap | 18.65% | ||
| UTI Nifty Midcap 150 Quality 50 Index Fund | 15.23% |
Trailing Returns and Ranks
as on Aug 04, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.76% | 4.22% | 28 / 28 |
| 3 months | 15.23% | 19.72% | 27 / 27 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
UTI Nifty Midcap 150 Quality 50 Index Fund
EQUITY MID CAP
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
-
Sharwan Kumar Goyal
Mr.Goyal is B.Com, CFA and MMS.
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
-
Ayush Jain
Mr. Jain is B.Com, C.A and CFA (level 1).
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
UTI Mutual Fund
TOTAL AUM:
₹2,24,279 Crs
As on Jun 30, 2022
- Phone: 0263 2296993
-
Address: 1st Floor, Signature, Office No.103
Valsad Dharampur Road
Mumbai, 396001
