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UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)

Index Fund • OPEN
NAV as of May 18, 2026
₹11.35
1 day change
Returns since inception
11.58%
CAGR
AUM (Fund size)
₹110 Cr
NAV: ₹ 11.35
as on May 18, 2026
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)

UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) Overview

AUM (Fund size) ₹ 110 Cr
Expense ratio 1.18 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty MidSmallcap400 Momentum Quality 100 TRI
Min. investment SIP: ₹500    Lumpsum: ₹1,000
Age 1 yrs 3 m since Jan 28, 2025
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Capital Markets
19.63%
Banks
10.10%
Industrial Products
9.41%
Finance
7.76%
Pharmaceuticals & Biotech
6.94%

Top Holdings

BSE 6.60%
Multi Comm. Exc. 5.03%
Hero Motocorp 4.09%
Cummins India 3.97%
Federal Bank 3.22%
AU Small Finance 3.15%
Muthoot Finance 2.87%
GE Vernova T&D 2.81%
HDFC AMC 2.70%
Suzlon Energy 2.35%

Peer Comparison

Fund Name 1Y 3Y 5Y
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) 3.75% N/A N/A

Scheme Information

UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) was launched on 28/01/2025. The fund manages ₹110 Cr in assets. Its current expense ratio is 1.18%.

Fund Manager: Sharwan Kumar Goyal

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FAQs on UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)

The current expense ratio of UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) is 1.18%.

The AUM of UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) is ₹110 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) allows both SIP and lump sum investments.

The latest NAV is ₹11.35.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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