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UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option is an index scheme managed by UTI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.13%, with the bottom and top quartiles at 13.21% and 14.91% respectively. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 0.59% on assets of ₹238Cr. The fund is currently managed by Mr. Ayush Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 83% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 4.60% |
| CUMMINS INDIA LIMITED | Industrials | 4.19% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 4.08% |
| MARICO LIMITED | Consumer Defensive | 3.57% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 3.53% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 3.47% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 2.93% |
| POLYCAB INDIA LIMITED | Industrials | 2.92% |
| Persistent Systems Ltd | Technology | 2.76% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 2.57% |
| PROCTER & GAMBLE HYGIENE AND HEALTH CARE LIMITED | Consumer Defensive | 2.53% |
| NMDC LIMITED | Basic Materials | 2.39% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 2.37% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 2.23% |
| MUTHOOT FINANCE LIMITED | Financial Services | 2.20% |
| KEI INDUSTRIES LIMITED | Industrials | 2.20% |
| ALKEM LABORATORIES LIMITED | Healthcare | 2.14% |
| GLAXOSMITHKLINE PHARMACEUTICALS LTD | Healthcare | 2.01% |
| APAR INDUSTRIES LIMITED | Industrials | 1.92% |
| PI INDUSTRIES LIMITED | Basic Materials | 1.91% |
| BANK OF MAHARASHTRA | Financial Services | 1.91% |
| APL APOLLO TUBES LIMITED | Basic Materials | 1.88% |
| PETRONET LNG LIMITED | Energy | 1.87% |
| ABBOTT INDIA LIMITED | Healthcare | 1.86% |
| MPHASIS LIMITED | Technology | 1.74% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 20.06% |
| Financial Services | 7 | 14.70% |
| Information Technology | — | 12.66% |
| Fast Moving Consumer Goods | — | 11.85% |
| Automobile and Auto Components | — | 10.39% |
| Healthcare | 5 | 8.42% |
| Consumer Durables | — | 4.92% |
| Textiles | — | 4.14% |
| Oil, Gas & Consumable Fuels | — | 3.95% |
| Chemicals | — | 3.60% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.49% | 1.43% | 11.02% | 30.22% | 45.49% | 80.2% |
| 3Y | 8.30% | 13.21% | 14.13% | 14.91% | 19.44% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 34.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.