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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 202611.0968
CategoryIndex Fund
PlanDirect · Growth
Launched11 Nov 2024
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Midcap 150 TRI
Expense ratiodirect plan, a year0.66%
AUM₹29.2 Cr
Growth of ₹10,000₹10,8743 Dec 2024 to 2 Sep 2026
₹11,073₹10,392₹9,711₹9,030₹8,349Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹10,874 (+4.9% a year) UTI Nifty Midcap 150 Index Fund

Performance (trailing, annualised)

1Y annualised9.39%

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 ₹1,26,96910.90%

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

Calendar years

Calendar 20255.39%

Rolling returns

Rolling 1Y · average39 windows since 4 Dec 20258.84%
Rolling 1Y · median8.46%
Rolling 1Y · worst window0.09%
Rolling 1Y · best window20.29%
Rolling 1Y · windows positive100%

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)12.74%
Maximum drawdown-18.92%

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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