UTI Nifty Midcap 150 Quality 50 Index Fund

Fund Overview Image
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Nifty Midcap 150 Quality 50 Index Fund
Fund Name
UTI Nifty Midcap 150 Quality 50 Index Fund
Fund Short Description

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively. The index includes top 50 companies from its parent Nifty Midcap 150 index, selected based on their ‘quality’ parameters.

Fund Long Description

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively. The Fund shall follow a passive strategy by investing into the constituents of NIFTY Midcap 150 Quality 50 Index , where the index construction is based on the “Quality Filters” within the midcap universe . A Fund offers investors an opportunity to invest in a diversified portfolio of high quality midcap companies that are expected to deliver returns over long term

BM Index
Nifty Midcap150 Quality 50 TRI
Exit Load

Nil

Special Facilities

SWP/SIP/STP

Benchmark Risk image and icon
Inception Date
11/04/2022
Riskometer of Benchmark
Very High
Scheme Risk Category for image & icon
Type Ended
OPEN
scheme Fund Category
Index Fund
Scheme Riskometer
Very High
Fund Manager
Type (Primary/Comanage/Description)
Fund Manager
From Date
Type (Primary/Comanage/Description)
Assistant Fund Manager
Name
From Date
Potential Risk Class

Not Applicable

Stated Asset Allocation

Securities covered by Nifty Midcap150 Quality 50 Index: 95-100% (Medium to High) Debt/ Money Market instruments including Triparty Repo on Government Securities or treasury bill and units of Liquid Mutual Fund: 0-5% (Low)

Maturity Date
1900-01-01T00:00:00
Investment Objective

To provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

DOFA SchCode
756
Brief Intro Description

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively. The  index includes top 50 companies from its parent Nifty Midcap 150 index, selected based on their ‘quality’ parameters. 

Fund Type

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively

Features
  • Diversified Portfolio of relatively Quality Businesses within the midcap segment
  • Focused and Disciplined investment approach
  • Long Term Wealth Creation
Product Labeling

This product is suitable for investors who are seeking*:

  • Capital growth in tune with the index returns Passive investment in equity instruments comprised in Nifty Midcap150 Quality 50 Index

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Who should Invest?
  • Investors looking to take exposure in the midcap segment while investing in relatively quality businesses that may generate economic value
  • Investors looking for a passive fund which brings disciplined approach to the portfolio construction, while adhering to the defined quality selection process
Scheme Code
MQ
Aseet Class
EQUITY
Direct Option Code
G
Direct Option Desc
Growth
Direct Plan Code
G1
Direct Plan Description
Direct Plan
regular Option Code
G
regular Option Desc
Growth
regular Plan Code
GP
regular Plan Description
Regular Plan
Scheme plan details
DofaPlanCode
GR
Plan
GP
Category
EQUITY
OptionName
G
OptionDescription
Growth
PlanMode
REGULAR
PlanDescription
Regular Plan
Nav since inception Data
Inception Years
1Y
schemeRedemption
14.48
BenchMarkReturn
15.59
Inception Years
3Y
schemeRedemption
14.20
BenchMarkReturn
15.21
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
0.00
Inception Years
SI
schemeRedemption
8.33
BenchMarkReturn
9.20
nav
12.073
MinimumInvestmentAmount
1000.00
AUM
237.09
ReturnsAsOn
28/02/2026
asOfDate
23/03/2026
Face Value
10
Brief Intro Web

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively

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Investment Purpose
Filter Load
Nil
Scheme faq
Question
1. What is UTI Nifty Midcap 150 Quality 50 Index Fund?
Answer

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively

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Tag2
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PDP Banner Description

A passive fund following the Nifty Midcap 150 Quality 50 Index

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Plan info for investor
asOfDate
23/03/2026
AUM
237.09
Category
EQUITY
DofaPlanCode
DGR
MinimumInvestmentAmount
1000.00
nav
12.2935
OptionDescription
Growth
OptionName
G
Plan
G1
PlanDescription
Direct Plan
PlanMode
DIRECT
ReturnsAsOn
28/02/2026
since inception data
BenchMarkReturn
15.59
Inception Years
1Y
schemeRedemption
15.00
BenchMarkReturn
15.21
Inception Years
3Y
schemeRedemption
14.72
BenchMarkReturn
0.00
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
9.20
Inception Years
SI
schemeRedemption
8.82
asOfDate
23/03/2026
AUM
237.09
Category
EQUITY
DofaPlanCode
GR
MinimumInvestmentAmount
1000.00
nav
12.073
OptionDescription
Growth
OptionName
G
Plan
GP
PlanDescription
Regular Plan
PlanMode
REGULAR
ReturnsAsOn
28/02/2026
since inception data
BenchMarkReturn
15.59
Inception Years
1Y
schemeRedemption
14.48
BenchMarkReturn
15.21
Inception Years
3Y
schemeRedemption
14.20
BenchMarkReturn
0.00
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
9.20
Inception Years
SI
schemeRedemption
8.33
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