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(%) | 32.62 | N/A | N/A | N/A |
Average Rolling Returns(%) | 18.06 | N/A | N/A | N/A |
The Current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is ₹12.23.
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 Midcap150 Quality 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
The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is currently ₹176 Crores.
The Top three stocks are HDFC Asset Mngt. Co, Oracle Finl. Service and Power Finance Corp and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% 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 48% 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 46.28 and PB ratio is 10.23
The asset allocation of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth is Stocks : 99.66%, Debt : 0.36% 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