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 - Regular 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 - Regular Plan - Growth Option

Latest NAV

₹13.7095

As of

3 Jun 2026

1,017 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	+0.67%	+0.28%	+0.39	37 / 291	Q1
1W	-0.59%	-0.98%	+0.39	121 / 291	Q2
2W	+0.86%	+0.23%	+0.63	53 / 291	Q1
1M	+1.35%	-0.27%	+1.61	21 / 289	Q1
3M	+2.92%	+0.47%	+2.45	60 / 281	Q1
6M	-2.01%	-1.88%	-0.13	168 / 273	Q3
YTD	-1.30%	-2.01%	+0.71	169 / 275	Q3
1Y	-2.05%	+1.49%	-3.54	190 / 254	Q3
2Y	+1.46%	+3.75%	-2.29	105 / 159	Q3
3Y	+12.06%	+10.70%	+1.36	37 / 126	Q2
4Y	+10.92%	+12.13%	-1.21	24 / 53	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+8.52%	+5.52%	+3.00	75 / 291	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	-1.30%	-2.06%	+0.76	167 / 273
2025	-1.76%	+5.14%	-6.91	171 / 211
2024	+18.86%	+13.66%	+5.20	39 / 136
2023	+27.67%	+20.09%	+7.58	26 / 94
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

+13.77%

39 windows

min -6.1% · max 43.1%

74% positive

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

3-Year rolling

+13.07%

15 windows

min 7.3% · max 17.5%

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

15.35%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.62

Downside-only deviation

Max drawdown

-21.58%

Oct 2024 → Feb 2025

% positive months

61.1%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹9.5172	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.3232	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0030	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹13.9297	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth	DSP	₹25.6698	3 Jun 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8515	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.7095
2 Jun 2026	₹13.8271
1 Jun 2026	₹13.7357
29 May 2026	₹13.8436
27 May 2026	₹14.0533
26 May 2026	₹13.9086
25 May 2026	₹13.8645
22 May 2026	₹13.7851
21 May 2026	₹13.7537
20 May 2026	₹13.7190

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 03 Jun 2026, the NAV of UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option is ₹13.7095. It's a Index Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option has NAV history starting from 13 Apr 2022, a track record of about 4 years 1 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -2.05% — -3.54 pp behind the Index Fund category average of 1.49%. The fund ranks #190 of 254 in its category — the third (Q3) quartile.

Over the trailing 3-year window, UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 12.06% — +1.36 pp ahead of the Index Fund category average of 10.70%. The fund ranks #37 of 126 in its category — the second (Q2) quartile.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular 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 - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹140,731 today — a multiplier of 1.41×, based on the 3-year CAGR of 12.06%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹388,358 today. That's an XIRR (money-weighted annualised return) of 4.98%.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular 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 ₹388,358 — XIRR 4.98%.

On a 3-year basis, UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option ranks #37 out of 126 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 10.70%; this fund delivered 12.06%.

The worst peak-to-trough decline UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 21.58% — 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 - Regular Plan - Growth Option averaged 13.07% (best 17.47%, worst 7.31%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option returned -1.76% — lagging the Index Fund category average of 5.14% by 6.91 pp. It ranked #171 of 211 in its category that year.

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular 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 - Regular 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.