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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

  • ₹13.32 (-0.34%)

    Current NAV 30-04-2025

  • 7.18%

    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 28-Feb-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 100.02%
  • Others -0.02%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 84.63
Small Cap 8.3
Large Cap 7.09

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Technology

Basic Materials

Consumer Defensive

Financial Services

Healthcare

Consumer Cyclical

Utilities

Energy

Communication Services

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
13-Mar-2024
Holdings PE Ratio
13-Mar-2024
1Y Return
Colgate-Palmolive (India) Ltd Mid Cap Consumer Defensive (57.9) 5.39% 0 -5.48%
Procter & Gamble Hygiene and Health Care Ltd Mid Cap Consumer Defensive (61.68) 3.83% 67.4 12.1%
Marico Ltd Mid Cap Consumer Defensive (101.43) 3.4% 23.47 -0.76%
Persistent Systems Ltd Mid Cap Technology 3.32% - 0%
HDFC Asset Management Co Ltd Mid Cap Financial Services (33.31) 3.17% 33.21 -6%
Page Industries Ltd Mid Cap Consumer Cyclical (60.99) 2.98% 0 30.57%
Dixon Technologies (India) Ltd Mid Cap Technology (246.14) 2.95% 125.19 96.82%
Coforge Ltd Mid Cap Technology (28.6) 2.93% 62.84 42.7%
Cummins India Ltd Large Cap Industrials (40.16) 2.76% 40.31 -9.86%
Abbott India Ltd Mid Cap Healthcare (46.53) 2.53% 0 12.98%
GlaxoSmithKline Pharmaceuticals Ltd Mid Cap Healthcare (46.53) 2.33% 57.97 40.87%
Tata Elxsi Ltd Mid Cap Technology (9.9) 2.32% 0 0%
Hindustan Zinc Ltd Large Cap Basic Materials (24.93) 2.31% 20.03 8.13%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 2.29% 0 14.53%
KPIT Technologies Ltd Mid Cap Technology (28.6) 2.24% 40.66 -16.56%
NMDC Ltd Mid Cap Basic Materials (10.05) 2.18% 10.88 109.86%
APL Apollo Tubes Ltd Mid Cap Basic Materials (27.92) 2.15% 70.49 3.45%
PI Industries Ltd Mid Cap Basic Materials (35.7) 2.13% 32.33 -0.85%
Polycab India Ltd Large Cap Industrials (42.46) 2.02% 44.83 -3.28%
Muthoot Finance Ltd Mid Cap Financial Services (30.63) 1.93% 17.47 25.68%
Petronet LNG Ltd Mid Cap Energy (20.62) 1.92% 12.77 0.39%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 1.91% 18.4 18.6%
Oracle Financial Services Software Ltd Mid Cap Technology (28.6) 1.89% 31.68 14.26%
Berger Paints India Ltd Mid Cap Basic Materials (42.1) 1.86% 55.35 6.37%
Supreme Industries Ltd Mid Cap Industrials (37.94) 1.8% 47.56 -18.28%
Mazagon Dock Shipbuilders Ltd Mid Cap Industrials 1.8% - 0%
L&T Technology Services Ltd Mid Cap Technology (52.44) 1.79% 35.67 -7.99%
Emami Ltd Small Cap Consumer Defensive (57.79) 1.78% 34.42 28.55%
CRISIL Ltd Mid Cap Financial Services (41.55) 1.77% 47.57 2.03%
Mphasis Ltd Mid Cap Technology (19.56) 1.73% 0 0%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (73.72) 1.73% 68.67 -22.69%
Balkrishna Industries Ltd Mid Cap Consumer Cyclical (26.3) 1.72% 29.07 9.82%
KEI Industries Ltd Mid Cap Industrials (42.46) 1.71% 45.49 -23.89%
Indraprastha Gas Ltd Mid Cap Utilities (20.62) 1.64% 15.26 -19.46%
Astral Ltd Mid Cap Industrials (38.38) 1.6% 68.31 -36.86%
Ajanta Pharma Ltd Mid Cap Healthcare (46.53) 1.56% 37.45 21.37%
Schaeffler India Ltd Mid Cap Consumer Cyclical (41.6) 1.55% 57.58 -6.18%
AIA Engineering Ltd Mid Cap Industrials (21.3) 1.49% 28.73 -18.35%
3M India Ltd Mid Cap Industrials 1.43% - 0%
Nippon Life India Asset Management Ltd Ordinary Shares Mid Cap Financial Services (34.12) 1.41% 30.44 10.2%
SKF India Ltd Small Cap Industrials (45.59) 1.31% 43.01 -3.49%
Bharat Dynamics Ltd Ordinary Shares Mid Cap Industrials 1.2% - 0%
Bayer CropScience Ltd Small Cap Basic Materials (34.6) 1.2% 30.9 31.77%
Syngene International Ltd Mid Cap Healthcare (59.08) 1.14% 53.99 -7.47%
Grindwell Norton Ltd Small Cap Industrials (53.27) 1.06% 50.38 -20.4%
K.P.R. Mill Ltd Small Cap Consumer Cyclical (751.55) 1.05% 0 166.23%
Honeywell Automation India Ltd Mid Cap Industrials (41.5) 1.01% 0 -24.59%
Carborundum Universal Ltd Small Cap Industrials (45.61) 0.97% 40.45 -18.29%
Sun TV Network Ltd Small Cap Communication Services (32.89) 0.92% 0 -100%
Gujarat Gas Ltd Mid Cap Utilities (15.59) 0.88% 24.27 -18%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others -0.02

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Net Current Assets -0.02% - 0%

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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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