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UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option

UTI Nifty Midcap 150 Quality 50 Index Fund - Portfolio Analysis

  • ₹13.78 (-0.17%)

    Current NAV 29-08-2025

  • -6.71%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹1000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Jul-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.97%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 85.44
Large Cap 7.91
Small Cap 3.75
Others 2.88

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Technology

Basic Materials

Financial Services

Consumer Defensive

Healthcare

Consumer Cyclical

Utilities

Energy

Communication Services

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
29-Aug-2025
Holdings PE Ratio
29-Aug-2025
1Y Return
Colgate-Palmolive (India) Ltd Mid Cap Consumer Defensive (60.67) 4.56% 0 -35.29%
HDFC Asset Management Co Ltd Mid Cap Financial Services (38.31) 3.78% 44.39 22.49%
Dixon Technologies (India) Ltd Mid Cap Technology (117.35) 3.35% 85.07 26.46%
Marico Ltd Mid Cap Consumer Defensive (101.43) 3.18% 23.47 -0.76%
Cummins India Ltd Large Cap Industrials (47.93) 2.98% 49.59 2.59%
Page Industries Ltd Mid Cap Consumer Cyclical (49.19) 2.98% 0 5.92%
Coforge Ltd Technology 2.88% - 0%
Persistent Systems Ltd Mid Cap Technology 2.74% - 0%
Indian Railway Catering And Tourism Corp Ltd Mid Cap Industrials (44.32) 2.56% 41.37 -25.14%
Polycab India Ltd Large Cap Industrials (47.36) 2.54% 48.22 5.2%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 2.41% 0 14.53%
Hindustan Zinc Ltd Large Cap Basic Materials (17.34) 2.38% 17.29 -15.57%
PI Industries Ltd Mid Cap Basic Materials (32.53) 2.34% 34.76 -17.21%
Tata Elxsi Ltd Mid Cap Technology (9.9) 2.28% 0 0%
Abbott India Ltd Mid Cap Healthcare (38.91) 2.26% 0 5.49%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 2.23% 18.4 18.6%
NMDC Ltd Mid Cap Basic Materials (10.05) 2.07% 10.88 109.86%
GlaxoSmithKline Pharmaceuticals Ltd Mid Cap Healthcare (38.91) 2.06% 49.62 0.51%
KPIT Technologies Ltd Mid Cap Technology (27.49) 2.01% 40.43 -30.25%
Oracle Financial Services Software Ltd Mid Cap Technology (27.49) 1.97% 30.36 -16.41%
Motilal Oswal Financial Services Ltd Mid Cap Financial Services (35.65) 1.96% 18.5 18.15%
Alkem Laboratories Ltd Mid Cap Healthcare (38.82) 1.91% 57.92 -8.63%
KEI Industries Ltd Mid Cap Industrials (47.36) 1.86% 48.95 -16.55%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (43.66) 1.85% 88.32 -26.45%
Mazagon Dock Shipbuilders Ltd Mid Cap Industrials 1.84% - 0%
Nippon Life India Asset Management Ltd Ordinary Shares Mid Cap Financial Services (39.88) 1.81% 36.97 16.02%
Mphasis Ltd Mid Cap Technology (19.56) 1.81% 0 0%
APL Apollo Tubes Ltd Mid Cap Basic Materials (26.69) 1.8% 55.53 6.6%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 1.8% - 0%
Supreme Industries Ltd Mid Cap Industrials (47) 1.76% 63.81 -16.94%
Petronet LNG Ltd Mid Cap Energy (20.81) 1.73% 10.99 -25.65%
Muthoot Finance Ltd Mid Cap Financial Services (27.41) 1.73% 17.2 33.62%
Apar Industries Ltd Mid Cap Industrials (56.71) 1.73% 35.22 -13.48%
Emami Ltd Small Cap Consumer Defensive (58.56) 1.7% 30.68 -26.09%
Berger Paints India Ltd Mid Cap Basic Materials (54.47) 1.56% 54.39 -7%
Balkrishna Industries Ltd Mid Cap Consumer Cyclical (31.79) 1.56% 30.53 -19.42%
CRISIL Ltd Mid Cap Financial Services (48.98) 1.56% 52.39 16.88%
Schaeffler India Ltd Mid Cap Consumer Cyclical (52.33) 1.55% 60.34 0.43%
Ajanta Pharma Ltd Mid Cap Healthcare (38.66) 1.48% 34.91 -12.08%
L&T Technology Services Ltd Mid Cap Technology (52.13) 1.45% 34.83 -14.88%
3M India Ltd Mid Cap Industrials 1.45% - 0%
Astral Ltd Mid Cap Industrials (36.47) 1.44% 70.36 -34.12%
Indraprastha Gas Ltd Mid Cap Utilities (20.81) 1.4% 17.34 -23.92%
Bharat Dynamics Ltd Ordinary Shares Mid Cap Industrials 1.33% - 0%
AIA Engineering Ltd Mid Cap Industrials (27.02) 1.23% 25.76 -29.58%
Syngene International Ltd Mid Cap Healthcare (39.69) 1.18% 52.32 -13.46%
K.P.R. Mill Ltd Small Cap Consumer Cyclical (751.55) 1.18% 0 166.23%
Honeywell Automation India Ltd Mid Cap Industrials (44.81) 0.98% 0 -24.04%
Gujarat Gas Ltd Mid Cap Utilities (11.9) 0.89% 25.12 -30.79%
Sun TV Network Ltd Small Cap Communication Services (32.89) 0.87% 0 -100%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for UTI Nifty Midcap 150 Quality 50 Index Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for UTI Nifty Midcap 150 Quality 50 Index Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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