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(%) | N/A | 10.73 | N/A | N/A |
| Average Rolling Returns(%) | 16.28 | 13.64 | N/A | N/A |
The Current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is ₹13.21.
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 500 returns, as Funds portfolio is significantly different.
UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.04%
The process for redemption is
The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is currently ₹211 Crores.
The Top three stocks are Colgate Palmol. (I), Cummins India and Hero MotoCorp and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 35% of fund’s portfolio respectively.
Top three sectors of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth fund are Auto, BFSI and IT accounting for 43% 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 37.53 and PB ratio is 9.93
The asset allocation of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is Stocks : 99.94%, 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 ₹1000.00
The exit load for UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is Nil
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