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

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 30.99 N/A N/A N/A
Average Rolling Returns(%) 15.70 N/A N/A N/A

The Current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is ₹12.17.

It is better to invest in a fund with a longer track record as UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.91%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is currently ₹174 Crores.

The Top three stocks are Power Finance Corp, Persistent Systems and HDFC Asset Mngt. Co and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% of fund’s portfolio respectively.

Top three sectors of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth fund are IT, Chemicals and BFSI accounting for 46% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Fund.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth current PE ratio is 46.49 and PB ratio is 10.10

The asset allocation of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is Stocks : 99.93%, Debt : 0.08% and Gold : 0%

The minimum SIP amount for UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is Nil

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.