UTI NIFTY Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option

Q: How to check the XIRR of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 0.61

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty MidSmallcap400 Momentum Quality 100 TRI

Inception: 28-01-2025

Exit Load: Nil

Fund Size:₹97.27 Cr

Performance

Fund-0.52%

Cat. Avg.2.62%

FundN/A

Cat. Avg.3.28%

FundN/A

Cat. Avg.11.10%

FundN/A

Cat. Avg.11.43%

10Y

FundN/A

Cat. Avg.11.96%

Fund12.80%

Cat. Avg.7.49%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - BSE LTD	Equity	Listed	Mid Cap	Capital Markets	5.00	5.59%
2	EQ - HERO MOTOCORP LTD.	Equity	Listed	Large Cap	Automobiles	4.17	4.66%
3	EQ - MULTI COMMODITY EXCHANGE OF IN	Equity	Listed		Capital Markets	4.15	4.65%
4	EQ - CUMMINS INDIA LTD.	Equity	Listed	Large Cap	Industrial Products	3.49	3.90%
5	EQ - FEDERAL BANK LTD.	Equity	Listed	Mid Cap	Banks	2.98	3.34%
6	EQ - MUTHOOT FINANCE LTD.	Equity	Listed	Large Cap	Finance	2.72	3.04%
7	EQ - AU SMALL FINANCE BANK LTD	Equity	Listed	Mid Cap	Banks	2.68	3.00%
8	EQ - GE VERNOVA T & D INDIA LTD	Equity	Listed	Mid Cap	Electrical Equipment	2.35	2.63%
9	EQ - HDFC ASSET MANAGEMENT COMPANY	Equity	Listed	Large Cap	Capital Markets	2.26	2.53%
10	EQ - PERSISTENT SYSTEMS LTD.	Equity	Listed	Mid Cap	IT - Software	1.99	2.23%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62853	+4.8%	+10.0%
SI	07 Mar, 25	85000	90309	+6.2%	+9.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	99476	-0.5%	-0.5%
SI	18 Feb, 25	1 L.	1.18 L.	+18.5%	+12.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.