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Fund Overview of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
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₹120.1 CrAUM
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₹11.55NAV
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1.41%Expense Ratio
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 | 6.98% | NA | NA |
| 6 Months | 8.38% | NA | NA |
| 1 Year | 1.43% | 1.43% | NA |
Asset Allocation
equities
100.64%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 ₹120.1 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.41%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
The portfolio allocation consists of 100.64% in equities.Managed by Ayush Jain, it has delivered a return of 1.43% in the last year, a total return since inception of 10.75%.
Considering individual goals individuals often evaluate best sip to invest during the long-term financial strategy.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | 0.60% | 2.03% | -1.03% | 13.18% | 11.79% |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹1,527 | 4.19% | 5.70% | 0.50% | 12.10% | 11.66% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 3.32% | 4.10% | 0.72% | 11.83% | 11.32% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | 0.56% | 1.92% | -1.49% | 12.64% | 11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 3.12% | 3.84% | 0.27% | 11.56% | 11.02% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 3.12% | 3.84% | 0.27% | 11.56% | 11.02% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 3.08% | 3.71% | -0.16% | 11.16% | 10.54% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 3.08% | 3.71% | -0.16% | 11.16% | 10.54% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 2.38% | 3.52% | -2.00% | 9.67% | 9.57% |
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 Nifty200 Momentum 30 Index Fund Regular-growth
|
₹8,541 | 0.56% | 1.92% | -1.27% | -1.49% | 12.64% |
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UTI Nifty200 Momentum 30 Index Fund Direct-growth
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₹8,541 | 0.60% | 2.03% | -1.05% | -1.03% | 13.18% |
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UTI Nifty200 Quality 30 Index Fund Direct-growth
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₹543 | 2.38% | 3.48% | -5.04% | -2.14% | - |
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UTI Nifty200 Quality 30 Index Fund Regular-growth
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₹543 | 2.34% | 3.36% | -5.24% | -2.57% | - |
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UTI Bse Low Volatility Index Fund Regular-growth
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₹479 | 2.60% | 3.68% | -5.20% | -3.64% | 9.64% |
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UTI Bse Low Volatility Index Fund Direct-growth
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₹479 | 2.64% | 3.80% | -4.99% | -3.19% | 10.15% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Regular-growth
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₹245 | 2.23% | 7.64% | 2.00% | -2.38% | 11.52% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Direct-growth
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₹245 | 2.27% | 7.75% | 2.22% | -1.94% | 12.02% |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct-growth
|
₹120 | 1.48% | 7.10% | 8.62% | 1.87% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.64 | 12.64% | 11.25% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹21.19 | 13.18% | 11.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.15 | 11.83% | 11.32% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.28% | ₹8.41 Cr |
| Bse Ltd | Financial | 6.60% | ₹7.28 Cr |
| Bse Ltd | Financial | 4.99% | ₹5.99 Cr |
| Bse Ltd | Financial | 4.99% | ₹5.99 Cr |
| Bse Ltd | Financial | 4.99% | ₹5.99 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.84% | ₹5.60 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.03% | ₹5.55 Cr |
| Bse Ltd | Financial | 5.32% | ₹5.05 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.16% | ₹5.00 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.16% | ₹5.00 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.16% | ₹5.00 Cr |
| Bse Ltd | Financial | 5.59% | ₹5.00 Cr |
| Cummins India Ltd | Industrials | 4.29% | ₹4.97 Cr |
| Bse Ltd | Financial | 5.32% | ₹4.94 Cr |
| Bse Ltd | Financial | 5.13% | ₹4.94 Cr |
| Bse Ltd | Financial | 4.93% | ₹4.72 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.79% | ₹4.61 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.77% | ₹4.57 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.09% | ₹4.51 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 3.80% | ₹4.40 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹21.19 | 13.18% | 11.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.67 | 12.10% | 11.66% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.15 | 11.83% | 11.32% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.64 | 12.64% | 11.25% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.46 | 11.56% | 11.02% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.46 | 11.56% | 11.02% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.04 | 11.16% | 10.54% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.04 | 11.16% | 10.54% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹219.35 | 9.67% | 9.57% | - |
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 Tue Jun 30, 2026, UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth manages assets worth ₹120.1 crore
How has UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth performed recently?
- 3 Months: 6.98%
- 6 Months: 8.38%
What is the long-term performance of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
- Since Inception: 10.75%
What is the portfolio composition of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth?
Equity: 100.64%, Others: -0.64%.
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: 13.16%, Mid Cap: 61.47%, Small Cap: 25.37%.
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
- BSE Ltd – 6.60% of the fund's portfolio
- BSE Ltd – 4.99% of the fund's portfolio
- BSE Ltd – 4.99% of the fund's portfolio
- BSE Ltd – 4.99% of the fund's portfolio
Which are the major sectors UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth focuses on?
- Financial – 77.49% of the fund's portfolio
- Consumer Discretionary – 17.45% of the fund's portfolio
- Industrials – 4.29% of the fund's portfolio
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