Can I invest in SIP and Lumpsum in UTI-Nifty Midcap 150 ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in UTI-Nifty Midcap 150 ETF. Minimum lumpsum investment UTI-Nifty Midcap 150 ETF is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of UTI-Nifty Midcap 150 ETF Direct Growth?

The latest NAV (Net Asset Value) of UTI-Nifty Midcap 150 ETF is UTI-Nifty Midcap 150 ETF is ₹213.16 as on 2025-01-01.

Which are the biggest stock holdings of UTI-Nifty Midcap 150 ETF?

The 5 biggest stock holdings of UTI-Nifty Midcap 150 ETF are: Suzlon Energy (2.23%), Max Healthcare (2.18%), Indian Hotels Co (2.08%), BSE (1.89%), Persistent Sys (1.88%)

What are the top sectors UTI-Nifty Midcap 150 ETF invests in?

A majority of UTI-Nifty Midcap 150 ETF 's AUM worth ₹7.49 (Cr) is invested in these 3 top sectors: Auto Components : 8.16% Industrial Products : 7.28% Pharmaceuticals & Biotech : 7.08%

Mutual Funds
UTI-Nifty Midcap 150 ETF

UTI-Nifty Midcap 150 ETF

ETFs Fund

Invest Now

NAV
213.16(0.50%)
Fund Size (CR)
₹7.49
Expense Ratio
0.25
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
31.62%

Absolute Return: -5.03%

Annualized Return: 0%

Basic Details

Scheme Manager

Sharwan Kumar Goyal

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10015.37	0.15%	-	-0.29%	58/232
1 Month	29 November 2024	10096.80	0.97%	-	-1.21%	29/232
3 Month	30 September 2024	9464.97	-5.35%	-	-4.84%	116/225
6 Month	28 June 2024	10151.18	1.51%	-	1.81%	90/210
1 Year	29 December 2023	12404.76	24.05%	24.05%	16.21%	41/188
3 Year	-	-	0%	-	13.83%	-/-
5 Year	-	-	0%	-	15.44%	-/-
Since Inception	30 August 2023	14439.07	44.39%	31.62%	17.41%	11/233

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	139407.47	7.24%	7.24%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.58%

Standard Deviation

1.00%

Beta

1.43%

Sharpe Ratio

0.10%

Treynor's Ratio

-0.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Suzlon Energy	2.23%	26522	0.17	Equity	Capital Goods - Electrical Equipment
Max Healthcare	2.18%	1662	0.16	Equity	Healthcare
Indian Hotels Co	2.08%	1962	0.16	Equity	Hotels & Restaurants
BSE	1.89%	303	0.14	Equity	Financial Services
Persistent Sys	1.88%	238	0.14	Equity	IT - Software
Dixon Technolog.	1.79%	85	0.13	Equity	Consumer Durables
PB Fintech.	1.79%	709	0.13	Equity	IT - Software
Coforge	1.73%	149	0.13	Equity	IT - Software
Federal Bank	1.54%	5475	0.12	Equity	Banks
Lupin	1.48%	539	0.11	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 01 January 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Conservative Hybrid Fund. The quantum of IDCW will be Rs 0.0800 per unit or 0.80% on the face value of Rs 10 per unit.
Powered by Capital Market - Live News

UTI MF announces change in benchmark index under its schemes

UTI Mutual Fund has announced change in the benchmark of UTI Annual Interval Fund ' I with effect from November 29, 2024

Changes in Benchmark Index:

Scheme Name	Existing Tier I Benchmark as per PRC Matrix	Revised Tier I Benchmark as per PRC Matrix
UTI Annual Interval Fund ' I	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Annual Interval Fund - II	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Fixed Term Income Fund Series XXXVI - I (1574 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Short Duration Debt A-II Index

Powered by Capital Market - Live News

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 02 December 2024 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Conservative Hybrid Fund. The quantum of IDCW will be Rs 0.0800 per unit or 0.80% on the face value of Rs 10 per unit.
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

18 August 2023

Total AUM (Cr)

₹7.49

UTI-Nifty Midcap 150 ETF is an ETFs Fund-oriented fund from the renowned AMC, UTI Mutual Fund. Launched in 18 August 2023, this fund is managed by Sharwan Kumar Goyal. With assets under management (AUM) worth ₹7.49 (Cr), as of 1 January 2025, UTI-Nifty Midcap 150 ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 31.62% since its launch.
The current NAV of UTI-Nifty Midcap 150 ETF is ₹213.16, as on 1 January 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in UTI-Nifty Midcap 150 ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.92% in Equity, 0.11% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 8.16% in Auto Components, 7.28% in Industrial Products, 7.08% in Pharmaceuticals & Biotech, 6.97% in Banks, 6.39% in IT-Software

FAQs

How to Invest in UTI-Nifty Midcap 150 ETF Direct Growth?

UTI-Nifty Midcap 150 ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 31.62% since inception. Looking to invest in UTI-Nifty Midcap 150 ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in UTI-Nifty Midcap 150 ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, UTI-Nifty Midcap 150 ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in UTI-Nifty Midcap 150 ETF today and reap the benefits of this ETFs Fund fund!

How much returns has UTI-Nifty Midcap 150 ETF Direct Growth generated?

In the short term, i.e., 1 year, UTI-Nifty Midcap 150 ETF has generated annualised return of 24.05%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 31.62% returns.

What is the expense ratio of UTI-Nifty Midcap 150 ETF Direct Growth?

The expense ratio of UTI-Nifty Midcap 150 ETF Direct Growth is 0.25%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of UTI-Nifty Midcap 150 ETF Fund Direct Growth?

The Assets Under Management (AUM) of UTI-Nifty Midcap 150 ETF is ₹7.49 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from UTI-Nifty Midcap 150 ETF Direct Growth?

Redeeming or selling units of UTI-Nifty Midcap 150 ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from UTI-Nifty Midcap 150 ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case UTI-Nifty Midcap 150 ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).