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An open-ended scheme replicating/ tracking Nifty Midsmallcap 400 Momentum Quality 100 TRI
UTI Nifty Midsmallcap400 Momentum Quality 100 Index Fund, through its underlying index will offer exposure to 100 companies within Nifty Midcap 150 & Nifty Smallcap 250 (150 companies from Midcap cap and 250 companies in Midcap) selected on the basis of composite score i.e. 50% Momentum Score & 50% Quality Score. The stock in the index is a combination of 50 companies from the Midcap universe and 50 companies from Smallcap universe selected on basis of composite momentum - quality score.
NIL
SIP, SWP, STRIP, Flexi STRIP
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return 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.
- Diversified Portfolio: Exposure to 100 companies within midcap and small caps, with potential for growth and quality
- Better Risk Adjusted Returns across market condition: With combination of Momentum & Quality factor, it provides Alpha generation opportunity with reduced Volatility
- Cost Effective: Lower expenses as compared to actively managed funds
The product is suitable for investors who are seeking*:
- Returns that are commensurate with the performance of the Nifty Midsmallcap400 Momentum Quality 100 Index over long term, subject to tracking error.
- Investment in securities covered by the Nifty Midsmallcap400 Momentum Quality 100 Index
Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
#Based on the Index Composition as on December 31, 2024.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them
- Investors with a High-risk appetite
- Interested to take an exposure in Mid and Small cap companies through Smart Beta Strategies
- Seeking long term capital growth
- Seeking investments in equity and equity related securities and portfolio replicating the composition of the Nifty Midsmallcap400 Momentum Quality 100 Index, subject to tracking errors