- Home
- Mutual Funds
- UTI Mutual Fund
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
Fund Overview of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
-
₹115.7 CrAUM
-
₹11.67NAV
-
1.13%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 14.68% | NA | 4.37% |
| 6 Months | 8.61% | NA | 15.67% |
| 1 Year | 1.84% | 1.84% | -0.50% |
Compare UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth with other mutual funds in the same category
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
99.90%other assets or cash equivalents
0.10%UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 13 Feb 2025, the fund aims Returns that are commensurate with the performance of the Nifty Midsmallcap 400 Momentum Quality 100 Index over long term, subject to tracking error. Investment in securities covered by the Nifty Midsmallcap 400 Momentum Quality 100 Index. It manages assets worth ₹115.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.13%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
The portfolio allocation consists of 99.90% in equities, 0.10% in other assets or cash equivalents.Managed by Ayush Jain, it has delivered a return of 1.84% in the last year, a total return since inception of 12.23%.
Considering individual goals individuals often evaluate best sip to invest during the long-term financial strategy.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
UTI Mid Cap Fund Regular Plan-growth
|
₹11,871 | 2.83% | 10.43% | 2.32% | 1.68% | 14.10% |
|
UTI Mid Cap Fund Direct-growth
|
₹11,871 | 2.90% | 10.65% | 2.74% | 2.54% | 15.11% |
|
UTI Mid Cap Fund Regular Plan-idcw
|
₹11,871 | 2.83% | 10.43% | 2.32% | 1.68% | 14.10% |
|
UTI Mid Cap Fund Direct-idcw
|
₹11,871 | 2.90% | 10.65% | 2.74% | 2.54% | 15.11% |
|
UTI Nifty Midcap 150 Quality 50 Index Fund Regular-growth
|
₹243 | 3.78% | 12.62% | 2.54% | -1.55% | 12.20% |
|
UTI Nifty Midcap 150 Quality 50 Index Fund Direct-growth
|
₹243 | 3.82% | 12.74% | 2.77% | -1.11% | 12.71% |
|
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct-growth
|
₹116 | 2.61% | 14.81% | 8.86% | 2.30% | - |
|
UTI Nifty Midcap 150 Index Fund Direct-growth
|
₹70 | 2.42% | 11.87% | 4.33% | 6.29% | - |
|
UTI Nifty Midcap 150 Index Fund Regular-growth
|
₹70 | 2.38% | 11.75% | 4.11% | 5.83% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.28% | ₹8.41 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.84% | ₹5.60 Cr |
| Cummins India Ltd | Industrials | 4.29% | ₹4.97 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 3.80% | ₹4.40 Cr |
| Ge T&d India Ltd | Industrials | 3.13% | ₹3.62 Cr |
| The Federal Bank Ltd | Financial | 3.13% | ₹3.62 Cr |
| Au Small Finance Bank Ltd | Financial | 2.96% | ₹3.42 Cr |
| Muthoot Finance Ltd | Financial | 2.71% | ₹3.13 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.57% | ₹2.97 Cr |
| Suzlon Energy Ltd | Industrials | 2.33% | ₹2.69 Cr |
| Hitachi Energy India Ltd | Industrials | 2.08% | ₹2.41 Cr |
| Persistent Systems Ltd | Technology | 2.00% | ₹2.31 Cr |
| L&t Finance Holdings Ltd | Financial | 1.93% | ₹2.23 Cr |
| Polycab India Ltd | Industrials | 1.92% | ₹2.22 Cr |
| National Aluminium Company Ltd | Materials | 1.81% | ₹2.09 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.81% | ₹2.09 Cr |
| Marico Ltd | Consumer Staples | 1.74% | ₹2.01 Cr |
| Indian Bank | Financial | 1.67% | ₹1.93 Cr |
| Lupin Ltd | Healthcare | 1.65% | ₹1.91 Cr |
| Indus Towers Ltd | Technology | 1.63% | ₹1.89 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
What is the current AUM of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
As of Sun May 31, 2026, UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth manages assets worth ₹115.7 crore
How has UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth performed recently?
- 3 Months: 14.68%
- 6 Months: 8.61%
What is the long-term performance of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
- Since Inception: 12.23%
What is the portfolio composition of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
Equity: 99.90%, Others: 0.10%.
Who manages UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth is managed by Ayush Jain from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
Large Cap: 15.31%, Mid Cap: 63.33%, Small Cap: 21.36%.
Which are the top companies UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth has invested in?
- BSE Ltd – 7.28% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 4.84% of the fund's portfolio
- Cummins India Ltd – 4.29% of the fund's portfolio
- Hero Motocorp Ltd – 3.80% of the fund's portfolio
- GE T&D India Ltd – 3.13% of the fund's portfolio
Which are the major sectors UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth focuses on?
- Financial – 27.08% of the fund's portfolio
- Industrials – 13.76% of the fund's portfolio
- Consumer Discretionary – 5.61% of the fund's portfolio
- Technology – 3.63% of the fund's portfolio
- Materials – 1.81% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
