UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan is ₹11.14.
It is better to invest in a fund with a longer track record as UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan 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 Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.65%
The process for redemption is
The AUM of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan is currently ₹89 Crores.
The Top three stocks are BSE, Hero MotoCorp and Multi Commodity Exch and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 36% of fund’s portfolio respectively.
Top three sectors of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan fund are BFSI, Auto and Capital Goods accounting for 59% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan Fund.
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan current PE ratio is 37.33 and PB ratio is 9.35
The asset allocation of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan is Stocks : 99.92%, Debt : 0.12% and Gold : 0%
The minimum SIP amount for UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Direct Plan is Nil
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