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

UTI · Small Cap
Very High
₹11.64
Current NAV
06 Nov 2026
5.3%
1Y Return
22.7%
3Y CAGR
19.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.67%.
  • Very large asset base (AUM: ₹10,120 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.07
Sharpe Ratio
0.67
Beta
0.07
Alpha
1.47
Sortino
Fund Details
Fund House UTI
Category Small Cap
AUM ₹10120 Cr
Expense Ratio 0.67%
Min SIP ₹500
Min Lumpsum ₹1000
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