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

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  • Net Change on 23-03-2026

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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.)
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option Mar 10, 2021 0.88 16.38 14.41 0.90 8,711.89
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 24.08 23.17 16.24 1.15 4,055.83
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 6.45 21.19 17.50 1.00 3,134.77
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.35 14.17 11.54 0.94 2,897.80
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -1.90 17.98 15.41 0.97 2,752.94

Fund Holdings as on 28-February-2026

  • EQ - BSE LTD

  • EQ - HERO MOTOCORP LTD.

  • EQ - MULTI COMMODITY EXCHANGE OF IN

  • EQ - CUMMINS INDIA LTD.

  • EQ - FEDERAL BANK LTD.

  • EQ - AU SMALL FINANCE BANK LTD

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - HDFC ASSET MANAGEMENT COMPANY

  • EQ - GE VERNOVA T & D INDIA LTD

  • EQ - INDIAN BANK

  • EQ - L&T FINANCE LIMITED

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - POLYCAB INDIA LTD

  • EQ - SUZLON ENERGY LTD.

  • EQ - INDUS TOWERS LIMITED

  • EQ - LUPIN LTD.

  • EQ - MARICO LTD

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - NATIONAL ALUMINIUM CO. LTD.

  • EQ - COLGATE PALMOLIVE INDIA LTD.

  • EQ - GLENMARK PHARMACEUTICALS LTD.

  • EQ - HITACHI ENERGY INDIA LTD

  • EQ - COFORGE LTD

  • EQ - CITY UNION BANK

  • EQ - APL APOLLO TUBES LTD

  • EQ - ALKEM LABORATORIES LTD

  • EQ - ANAND RATHI WEALTH LTD

  • EQ - RADICO KHAITAN LTD.

  • EQ - MRF LTD.

  • EQ - CENTRAL DEPOSITORY SERVICES

  • EQ - 360 ONE WAM LIMITED

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - KEI INDUSTRIES LTD.

  • EQ - FORCE MOTORS LTD.

  • EQ - MANAPPURAM FINANCE LTD.

  • EQ - HINDUSTAN COPPER LTD.

  • EQ - AUROBINDO PHARMA LTD.

  • EQ - NMDC LTD.

  • EQ - UNO MINDA LTD

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - BLUE STAR LIMITED

  • EQ - MPHASIS LTD

  • EQ - NIPPON LIFE INDIA ASSET MANAGE

  • EQ - PAGE INDUSTRIES

  • EQ - REDINGTON LTD

  • EQ - SBI CARDS & PAYMENTS SERVICES

  • EQ - P I INDUSTRIES LTD

  • EQ - NARAYANA HRUDAYALAYA LTD

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - APAR INDUSTRIES LTD

  • EQ - ANGEL ONE LTD

  • EQ - GREAT EASTERN SHIPPING CO. LTD

  • EQ - NEULAND LABORATORIES LTD.

  • EQ - BANK OF MAHARASHTRA

  • EQ - ORACLE FINANCIAL SERVICES SOFT

  • EQ - DR LAL PATHLABS LTD.

  • EQ - TATA ELXSI LTD.

  • EQ - HBL ENGINEERING LTD.

  • EQ - INDIAN ENERGY EXCHANGE LTD

  • EQ - MOTILAL OSWAL FINANCIAL SERVIC

  • EQ - ESCORTS KUBOTA LTD

  • EQ - CASTROL INDIA LTD.

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ- DATA PATTERNS (INDIA) LTD.

  • EQ - USHA MARTIN LTD.

  • EQ - INDRAPRASTHA GAS LTD.

  • EQ - ECLERX SERVICES LTD.

  • EQ - GARDEN REACH SHIPBUILDERS & EN

  • EQ - HIMADRI SPECIALITY CHEMICALS L

  • EQ - WELSPUN CORP LTD.

  • EQ - COCHIN SHIPYARD LTD

  • EQ - BHARAT DYNAMICS LTD

  • EQ - GODFREY PHILIPS INDIA LTD.

  • EQ - GODAVARI POWER & ISPAT LTD.

  • EQ - CANFIN HOMES LTD.

  • EQ - ASTRAZENCA PHARMA INDIA LTD.

  • EQ - K.P.R.MILL LTD

  • EQ - HOME FIRST FINANCE COMPANY IND

  • EQ - CHOICE INTERNATIONAL LTD.

  • EQ - AFFLE 3I LIMITED

  • EQ - NAVA LTD.

  • EQ - GILLETTE INDIA LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - INDIAMART INTERMESH LTD

  • EQ - GUJ MINERAL DEV COR LTD

  • EQ - INTELLECT DESIGN ARENA LTD.

  • EQ - CEAT LTD.

  • EQ - ADITYA BIRLA SUN LIFE AMC LTD

  • EQ - MAHANAGAR GAS LTD.

  • EQ - TRIVENI TURBINE LTD

  • EQ - ZENSAR TECHNOLOGIES LTD.

  • EQ - LT FOODS LTD.

  • EQ - SUMITOMO CHEMICAL INDIA LTD

  • EQ - AKZO NOBEL INDIA LTD.

  • NET CURRENT ASSETS

  • EQ - KIRLOSKAR BROTHERS LTD.

  • EQ - BLS INTERNATIONAL SERVICES LTD.

  • EQ - LATENT VIEW ANALYTICS LTD

  • EQ - NEWGEN SOFTWARE TECHNOLOGIES LTD

  • EQ - UTI ASSET MANAGEMENT COMPANY L

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  • Bank - Private

  • Finance - NBFC

  • Finance - Stock Broking

  • Electric Equipment

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Diesel Engines

  • Cable

  • Bank - Public

  • Steel & Iron Products

  • Depository Services

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Edible Oil

  • Consumer Durables - Electronics

  • Aluminium & Aluminium Products

  • Auto Ancillary

  • Tyres & Allied

  • Mining & Minerals

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Textile

  • Fertilizers

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Defence

  • Trading

  • Ship Building

  • BPO/ITeS

  • Finance - Housing

  • Gas Transmission/Marketing

  • Shipping

  • Power Generation/Distribution

  • Batteries

  • Automobiles-Tractors

  • Lubricants

  • Carbon Black

  • Cigarettes/Tobacco

  • Ferro & Silica Manganese

  • e-Commerce

  • Engineering - Industrial Equipments

  • Consumer Food

  • Paints

  • Miscellaneous

  • Compressors / Pumps

  • Professional Services

  • Business Support

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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 ₹96.24 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 ₹-0.38(-3.8%)yesterday to ₹9.6806.

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