UTI Mutual Fund · Index Funds · Equity Index · Regular plan
UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth
₹12.9794NAV on 30 Oct 2026Expense ratio 1.10%
29 Oct 2025NAV low 12.07 · high 14.58-9.0%
In plain words
Over 3 years it returned +6.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.6%.
On 3-year return it ranks 119 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹2,607 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.3% | +1.9% |
| 3 months | -8.7% | -5.1% |
| 6 months | -4.2% | -3.2% |
| 1 year | -8.8% | -10.2% |
| 3 years (yearly) | +6.7% | +7.4% |
| Since start (yearly) | +6.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,966 | -9.4% |
| 3 years | ₹3,60,000 | ₹3,51,872 | -1.4% |
Other plan of this fund: UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth