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OmniAsset › Mutual funds › UTI Nifty Midcap 150 Index Fund

UTI Nifty Midcap 150 Index Fund

Index Fund fund benchmarked to Nifty Midcap 150 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.0019
CategoryIndex Fund
PlanRegular · Growth
Launched11 Nov 2024
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Midcap 150 TRI
Expense ratiodirect plan, a year1.09%
AUM₹38.6 Cr
Growth of ₹10,000₹10,7823 Dec 2024 to 2 Sep 2026
₹10,979₹10,318₹9,657₹8,996₹8,336Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹10,782 (+4.4% a year) UTI Nifty Midcap 150 Index Fund

Performance (trailing, annualised)

1Y annualised8.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,26,67610.43%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20254.85%

Rolling returns

Rolling 1Y · average39 windows since 4 Dec 20258.33%
Rolling 1Y · median7.99%
Rolling 1Y · worst window-0.43%
Rolling 1Y · best window19.70%
Rolling 1Y · windows positive97%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.34%
Downside deviation (3Y)12.76%
Maximum drawdown-19.02%

Management

Fund managerMr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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