UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Growth - Regular Plan

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  • Net Change on 16-12-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty MidSmallcap400 Momentum Quality 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 20.18 22.98 17.88 1.14 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.44 21.41 22.79 1.00 2,929.32
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.78 14.49 16.06 0.88 2,756.56
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -10.84 17.82 21.63 0.95 2,653.32
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 3.52 12.72 14.24 0.92 2,021.05

Fund Holdings as on 30-November-2025

  • EQ - BSE LTD

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - COFORGE LTD

  • EQ - SUZLON ENERGY LTD.

  • EQ - HDFC ASSET MANAGEMENT COMPANY

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - MARICO LTD

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - CUMMINS INDIA LTD.

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - INDUS TOWERS LIMITED

  • EQ - LUPIN LTD.

  • EQ - HITACHI ENERGY INDIA LTD

  • EQ - SBI CARDS & PAYMENTS SERVICES

  • EQ - APL APOLLO TUBES LTD

  • EQ - COLGATE PALMOLIVE INDIA LTD.

  • EQ - MAZAGOAN DOCK SHIPBUILDERS LTD

  • EQ - MRF LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - CENTRAL DEPOSITORY SERVICES

  • EQ - POLYCAB INDIA LTD

  • EQ - INDIAN BANK

  • EQ - MANAPPURAM FINANCE LTD.

  • EQ - 360 ONE WAM LIMITED

  • EQ - NARAYANA HRUDAYALAYA LTD

  • EQ - P I INDUSTRIES LTD

  • EQ - MPHASIS LTD

  • EQ - AUROBINDO PHARMA LTD.

  • EQ - BHARAT DYNAMICS LTD

  • EQ - GLENMARK PHARMACEUTICALS LTD.

  • EQ - BERGER PAINTS INDIA LTD.

  • EQ - REDINGTON LTD

  • EQ - NMDC LTD.

  • EQ - GODFREY PHILIPS INDIA LTD.

  • EQ - KEI INDUSTRIES LTD.

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - UNO MINDA LTD

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ - NIPPON LIFE INDIA ASSET MANAGE

  • EQ - ANGEL ONE LTD

  • EQ - TATA ELXSI LTD.

  • EQ - GLAXOSMITHKLINE PHARMACEUTICA

  • EQ - PETRONET LNG LTD.

  • EQ - ORACLE FINANCIAL SERVICES SOFT

  • EQ - INTELLECT DESIGN ARENA LTD.

  • EQ - MOTILAL OSWAL FINANCIAL SERVIC

  • EQ - BLUE STAR LIMITED

  • EQ - NEULAND LABORATORIES LTD.

  • EQ - WELSPUN CORP LTD.

  • EQ - GARDEN REACH SHIPBUILDERS & EN

  • EQ - INDIAN ENERGY EXCHANGE LTD

  • EQ - OIL INDIA LTD.

  • EQ - INDRAPRASTHA GAS LTD.

  • EQ - NBCC (INDIA) LTD

  • EQ - FIRSTSOURCE SOLUTIONS LTD.

  • EQ - COCHIN SHIPYARD LTD

  • EQ - RAIL VIKAS NIGAM LTD

  • EQ - K.P.R.MILL LTD

  • EQ - AFFLE 3I LIMITED

  • EQ - PG ELECTROPLAST LTD.

  • EQ - APAR INDUSTRIES LTD

  • EQ - ECLERX SERVICES LTD.

  • EQ - CASTROL INDIA LTD.

  • EQ - CEAT LTD.

  • EQ - HOME FIRST FINANCE COMPANY IND

  • EQ - ZENSAR TECHNOLOGIES LTD.

  • EQ - HIMADRI SPECIALITY CHEMICALS L

  • EQ - HBL ENGINEERING LTD.

  • EQ - ZEN TECHNOLOGIES LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - DR LAL PATHLABS LTD.

  • EQ - GILLETTE INDIA LTD.

  • EQ - NAVA LTD.

  • EQ - ESCORTS KUBOTA LTD

  • EQ - PFIZER LIMITED

  • EQ - LT FOODS LTD.

  • EQ - HOUSING & URBAN DEVT CORP LTD

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - COHANCE LIFESCIENCES LIMITED

  • EQ - MAHANAGAR GAS LTD.

  • EQ - ASTRAZENCA PHARMA INDIA LTD.

  • EQ - BANK OF MAHARASHTRA

  • EQ - BAYER CROPSCIENCE LTD.

  • EQ - POLY MEDICURE LTD

  • EQ - NEWGEN SOFTWARE TECHNOLOGIES LTD

  • EQ - TRIVENI TURBINE LTD

  • EQ - GODAVARI POWER & ISPAT LTD.

  • EQ - TECHNO ELECTRIC & ENGINEERING

  • EQ - ELECON ENGINEERING CO. LTD.

  • EQ - SUMITOMO CHEMICAL INDIA LTD

  • EQ - SCHNEIDER ELECTRIC INFRASTRUCT

  • EQ - BLS INTERNATIONAL SERVICES LTD.

  • EQ - CAPLIN POINT LABORATORIES LTD

  • NET CURRENT ASSETS

  • EQ - BASF INDIA LTD.

  • EQ - ACTION CONSTRUCTION EQUIPMENT

  • EQ - KIRLOSKAR BROTHERS LTD.

  • EQ - RITES LTD

  • EQ - MAHARASHTRA SEAMLESS LTD.

  • EQ - UTI ASSET MANAGEMENT COMPANY L

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Finance - NBFC

  • Finance - Others

  • Finance - Asset Management

  • Chemicals

  • Ship Building

  • Consumer Durables - Electronics

  • Steel & Iron Products

  • Finance - Stock Broking

  • Depository Services

  • Edible Oil

  • Fertilizers

  • Diesel Engines

  • Telecommunication - Service Provider

  • Cable

  • Textile

  • Household & Personal Products

  • Tyres & Allied

  • BPO/ITeS

  • Pesticides & Agrochemicals

  • Hospital & Healthcare Services

  • Bank - Public

  • Defence

  • Gas Transmission/Marketing

  • Paints

  • Trading

  • Mining & Minerals

  • Cigarettes/Tobacco

  • Finance - Housing

  • Auto Ancillary

  • Engineering - Construction

  • Engineering Consultancy

  • Industrial Gases & Fuels

  • Air Conditioners

  • Power Generation/Distribution

  • Oil Exploration

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Lubricants

  • Engineering - Industrial Equipments

  • Carbon Black

  • Batteries

  • Ferro & Silica Manganese

  • Automobiles-Tractors

  • Consumer Food

  • Medical Equipment/Supplies/Accessories

  • Professional Services

  • Miscellaneous

  • Construction Vehicles

  • Compressors / Pumps

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Fund Manager

  • Cash

  • Equity

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About UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund

Scheme Analysis

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is a Index Funds - Other fund and belongs to UTI Mutual Fund. It was launched on 13-Feb-2025 and currently has an AUM of ₹95.04 crore. UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty MidSmallcap400 Momentum Quality 100 - TRI as secondary index.

The NAV of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund ended down ₹-0.09(-0.85%)yesterday to ₹10.8324.

Among its top 3 holdings the fund has exposure to EQ - BSE LTD, and

The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is managed by Sharwan Kumar Goyal and Ayush Jain.

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com