Should I invest in UTI Nifty Midcap 150 Quality 50 Index Fund?

We don't give personal investment advice. UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

UTI

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option

Latest NAV

₹14.2564

As of

17 Jul 2026

1,048 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.45%	+0.21%	-0.66	309 / 353	Q4
1W	-0.51%	-0.05%	-0.47	257 / 353	Q3
2W	+0.21%	+0.24%	-0.03	159 / 353	Q2
1M	-1.23%	+0.78%	-2.01	317 / 353	Q4
3M	+2.36%	+2.20%	+0.16	120 / 350	Q2
6M	+1.74%	+1.36%	+0.37	200 / 336	Q3
YTD	+0.04%	+0.54%	-0.50	203 / 333	Q3
1Y	-3.77%	+2.69%	-6.46	284 / 318	Q4
2Y	-1.51%	+3.33%	-4.83	187 / 213	Q4
3Y	+11.13%	+10.79%	+0.33	57 / 172	Q2
4Y	+11.80%	+13.23%	-1.43	41 / 84	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.04%	+7.52%	+1.53	122 / 353	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.04%	+0.51%	-0.47	201 / 331
2025	-1.32%	+6.05%	-7.37	215 / 260
2024	+19.39%	+14.12%	+5.28	51 / 180
2023	+28.25%	+21.09%	+7.16	36 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.37%

40 windows

min -3.8% · max 41.6%

80% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+14.33%

16 windows

min 11.1% · max 19.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.20%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.54

Downside-only deviation

Max drawdown

-21.43%

Oct 2024 → Feb 2025

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.5052	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.4297	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.5473	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.6277	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.1892	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹11.0600	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.5392	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth	DSP	₹27.4672	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹14.2564
16 Jul 2026	₹14.3202
15 Jul 2026	₹14.3345
14 Jul 2026	₹14.2828
13 Jul 2026	₹14.3388
10 Jul 2026	₹14.3300
9 Jul 2026	₹14.1740
8 Jul 2026	₹14.0197
7 Jul 2026	₹14.2910
6 Jul 2026	₹14.3101

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option is ₹14.2564. It's a Index Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option has NAV history starting from 13 Apr 2022, a track record of about 4 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option has delivered a absolute return of -3.77% — -6.46 pp behind the Index Fund category average of 2.69%. The fund ranks #284 of 318 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 11.13% — +0.33 pp ahead of the Index Fund category average of 10.79%. The fund ranks #57 of 172 in its category — the second (Q2) quartile.

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option exactly 3 years ago would be worth approximately ₹137,227 today — a multiplier of 1.37×, based on the 3-year CAGR of 11.13%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹388,257 today. That's an XIRR (money-weighted annualised return) of 4.97%.

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹388,257 — XIRR 4.97%.

On a 3-year basis, UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option ranks #57 out of 172 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.79%; this fund delivered 11.13%.

The worst peak-to-trough decline UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option has experienced over the last 3-year window is 21.43% — its NAV fell from a high on 01 Oct 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option averaged 14.33% (best 18.99%, worst 11.13%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option returned -1.32% — lagging the Index Fund category average of 6.05% by 7.37 pp. It ranked #215 of 260 in its category that year.

UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.