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UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.96 | N/A | N/A | N/A |
Average Rolling Returns(%) | 25.73 | N/A | N/A | N/A |
The Current NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan is ₹14.98.
It is better to invest in a fund with a longer track record as UTI Nifty Midcap 150 Quality 50 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 Midcap 150 Quality 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.44%
The process for redemption is
The AUM of UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan is currently ₹247 Crores.
The Top three stocks are Persistent Systems, HDFC Asset Mngt. Co and P&G Hygiene and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.
Top three sectors of UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan fund are IT, Chemicals and Auto accounting for 46% 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 - Growth - Direct Plan Fund is Index Funds - Other.
Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan Fund.
UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan current PE ratio is 54.47 and PB ratio is 13.30
The asset allocation of UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan is Stocks : 99.90%, Debt : 0.08% and Gold : 0%
The minimum SIP amount for UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Nifty Midcap 150 Quality 50 Index Fund - Growth - Direct Plan is Nil