UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is a index funds etfs fund of UTI Asset Mgmt. Co. Ltd. with ₹133 cr under management. It is ahead of its benchmark (Nifty MidSmallcap400 Momentum Quality 100 TRI) in 0 of 1 periods. Its direct plan charges 0.78% a year. Sharwan Kumar Goyal has managed it for 1.7 years.
Has UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty MidSmallcap400 Momentum Quality 100 TRI, in 0 of 1 periods in AMFI's figures; +3.57% over the last year against +4.08%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.77% | −3.60% | — |
| 3 months | −1.62% | −5.03% | — |
| 6 months | +3.21% | −1.83% | — |
| 1 year | +4.33% | −4.06% | +8.39 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 18 Feb 2025 | +10.38% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +3.57% | +3.12% | +4.08% | −0.51 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2025 to 14 Oct 2026₹100 put in at the start of Feb 2025 would be ₹122 on 14 Oct 2026, against ₹113 in the Nifty 500 TRI.
What does UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund cost?
0.78% a year on the direct plan, 1.27% on the regular plan; 53 of 74 funds in its category charge less.
Who manages UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Sharwan Kumar Goyal, since 13 Feb 2025; Ayush Jain, since 13 Feb 2025; Lokesh Kulthia, since 19 Jun 2026.
What does UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund hold?
100 holdings as of 30 Sep 2026; the ten largest are 31.8% of the fund, the largest EQ - LAURUS LABS LTD. at 4.8%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Sharwan Kumar Goyal (manager) since 13 Feb 2025; Ayush Jain (manager) since 13 Feb 2025; Lokesh Kulthia (manager) since 19 Jun 2026.
What is the expense ratio of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
0.78% a year on the direct plan and 1.27% on the regular plan (expense report, Oct 2026).
See UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund beside your own funds in Valarth
