UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is BSE LTD with a portfolio weight of 4.76% .
The fund currently owns more than 101 stocks.
The top 10 holdings account for 32.35% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.10% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.49% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.76%
|
|
| 2 | Financials |
4.51%
|
|
| 3 | Pharmaceuticals |
4.26%
|
|
| 4 | Materials |
3.11%
|
|
| 5 | Exchange Platform |
3.01%
|
|
| 6 | Cables - Power/Others |
2.72%
|
|
| 7 | Industrials |
2.56%
|
|
| 8 | Health Care |
2.55%
|
|
| 9 | Electric Equipment - Switchgear/Circuit Breaker |
2.50%
|
|
| 10 | Consumer Staples |
2.37%
|
|
| 11 | Consumer Discretionary |
2.28%
|
|
| 12 | Industrials |
2.26%
|
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan is managed by UTI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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