How to Invest in UTI-Nifty Midcap 150 ETF Direct Growth?

UTI-Nifty Midcap 150 ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 14.42% since inception. Looking to invest in UTI-Nifty Midcap 150 ETF How about earning 1% extra return? All this is possible with m.Stock ! Investing in UTI-Nifty Midcap 150 ETF is super easy and convenient with m.Stock. Here’s how you can begin: Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO. In the ‘Menu’ section, under ‘Products’ , select ‘Mutual Funds’ . In the search bar, enter the fund name, in this case, UTI-Nifty Midcap 150 ETF On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus. If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete. If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility. So, why wait? Invest in UTI-Nifty Midcap 150 ETF today and reap the benefits of this ETFs Fund fund!

How much returns has UTI-Nifty Midcap 150 ETF Direct Growth generated?

In the short term, i.e., 1 year, UTI-Nifty Midcap 150 ETF has generated annualised return of 2.08%. In the long-term, the fund has generated 14.66% and - in 3 and 5 years respectively. Since its inception, the fund has generated 14.42% returns.

What is the expense ratio of UTI-Nifty Midcap 150 ETF Direct Growth?

The expense ratio of UTI-Nifty Midcap 150 ETF Direct Growth is 0.34%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of UTI-Nifty Midcap 150 ETF Fund Direct Growth?

The Assets Under Management (AUM) of UTI-Nifty Midcap 150 ETF is ₹12.07 (Cr) as of 2026-11-09 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from UTI-Nifty Midcap 150 ETF Direct Growth?

Redeeming or selling units of UTI-Nifty Midcap 150 ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load . To redeem from UTI-Nifty Midcap 150 ETF: Login to your m.Stock account In portfolio, your mutual fund investments will be visible under ‘MF’ Select the fund you wish to redeem from (in this case UTI-Nifty Midcap 150 ETF). Click on ‘Redeem’ button You have 2 options – redeem by units and redeem by value (you can only redeem free units) Select units to be redeemed and click on submit. Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Can I invest in SIP and Lumpsum in UTI-Nifty Midcap 150 ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in UTI-Nifty Midcap 150 ETF. Minimum lumpsum investment UTI-Nifty Midcap 150 ETF is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of UTI-Nifty Midcap 150 ETF Direct Growth?

The latest NAV ( Net Asset Value ) of UTI-Nifty Midcap 150 ETF is UTI-Nifty Midcap 150 ETF is ₹226.78 as on 2026-11-09.

Which are the biggest stock holdings of UTI-Nifty Midcap 150 ETF?

The 5 biggest stock holdings of UTI-Nifty Midcap 150 ETF are: Laurus Labs (2.39%), Federal Bank (2.14%), Multi Comm. Exc. (2.08%), Indian Hotels Co (1.82%), Coforge (1.82%)

What are the top sectors UTI-Nifty Midcap 150 ETF invests in?

A majority of UTI-Nifty Midcap 150 ETF 's AUM worth ₹12.07 (Cr) is invested in these 3 top sectors: Pharmaceuticals & Biotech : 9.13% Banks : 8.66% Finance : 6.82%

UTI-Nifty Midcap 150 ETF

ETFs Fund

Invest Now

NAV
226.78(0.62%)
Fund Size (CR)
₹13.31
Expense Ratio
0.34
Scheme Type
Passive Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹
Minimum Withdrawal
₹0
Exit Load
0%
Return Since Launch
14.42%

There is no Asset Allocation data

Basic Details

Scheme Manager

Sharwan Kumar Goyal

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	October 30, 2026	10582.13	5.82%	-	5.03%	184/365
1 Month	October 6, 2026	10139.31	1.39%	-	2.88%	217/359
3 Month	August 6, 2026	9566.90	-4.33%	-	-2.18%	249/349
6 Month	May 6, 2026	9907.58	-0.92%	-	-0.32%	223/327
1 Year	November 6, 2025	10207.59	2.08%	2.08%	3.99%	154/289
3 Year	November 6, 2023	15079.43	50.79%	14.66%	14.03%	62/182
5 Year	-	-	-	-	-	-/-
Since Inception	August 30, 2023	15365.51	53.66%	14.42%	13.28%	75/367

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	December 1, 2025	1,20,000	122801.67	2.33%	2.33%
3 Year	December 1, 2023	3,60,000	395708.70	9.92%	3.20%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Risk Ratios

5.36%

Standard Deviation

1.00%

Beta

0.46%

Sharpe Ratio

-0.03%

Treynor's Ratio

-0.19%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Laurus Labs	2.39%	1202	0.29	Equity	Pharmaceuticals
Federal Bank	2.14%	7619	0.26	Equity	Banks
Multi Comm. Exc.	2.08%	787	0.25	Equity	Financial Services
Indian Hotels Co	1.82%	2709	0.22	Equity	Hotels & Restaurants
Coforge	1.82%	1074	0.22	Equity	IT - Software
One 97	1.80%	1328	0.22	Equity	E-Commerce/App based Aggregator
Hero Motocorp	1.71%	400	0.21	Equity	Automobile
Persistent Syste	1.68%	336	0.20	Equity	IT - Software
B H E L	1.44%	4495	0.17	Equity	Capital Goods - Electrical Equipment
IndusInd Bank	1.41%	2032	0.17	Equity	Banks

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

List of Schemes under UTI Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
UTI-Flexi Cap Fund	Equity	Very High	2.05%	1	₹22,390.95
UTI-Liquid Fund	Debt	Moderate	6.54%	3	₹33,582.98
UTI-Conservative Hybrid Fund	Hybrid	Moderately High	1.58%	3	₹1,577.74
UTI-Healthcare Fund	Equity	Very High	18.81%	4	₹1,432.88
UTI Multi Asset Allocation Fund	Hybrid	Very High	2.82%	3	₹6,517.55
UTI-Aggressive Hybrid Fund	Hybrid	Very High	0.95%	4	₹6,396.01
UTI-Dynamic Term Fund	Debt	Moderately Low	4.51%	3	₹388.27
UTI-Infrastructure Fund	Equity	Very High	0.37%	2	₹1,996.62
UTI-Large Cap Fund	Equity	Very High	0.02%	3	₹11,527.59
UTI-Nifty 50 Index Fund	Other	Very High	-1.02%	3	₹28,984.58
UTI-Medium to Long Term Fund	Debt	Moderate	3.1%	3	₹299.78
UTI-Mid Cap Fund	Equity	Very High	1.26%	2	₹11,566.09
UTI-Value Fund	Equity	Very High	-1.74%	3	₹8,979.93
UTI-Ultra Short to Short Term Fund	Debt	Moderately Low	5.88%	2	₹2,836.36
UTI-CRISIL SDL Maturity April 2033 Index Fund	Other	Moderate	3.53%	0	₹263.74
UTI-Credit Risk Fund	Debt	Moderately High	5.87%	3	₹238.43
UTI-Gilt Fund	Debt	Moderate	4.31%	3	₹408.55
UTI-Large & Mid Cap Fund	Equity	Very High	2.48%	4	₹6,174.89
UTI-Overnight Fund	Debt	Low	5.26%	3	₹6,029.12
UTI-BSE Sensex Index Fund	Other	Very High	-1.98%	2	₹189.20
UTI-Banking and Financial Services Fund	Equity	Very High	5.19%	3	₹1,295.73
UTI-Transportation & Logistics Fund	Equity	Very High	4.59%	0	₹4,001.43
UTI-Annual Interval Fund - I	Debt	Moderately Low	5.17%	0	₹20.23
UTI-Banking & PSU Debt Fund	Debt	Moderate	5.8%	3	₹1,440.72
UTI-Children's Equity Fund	Solution Oriented	Very High	-2.47%	0	₹1,069.94
UTI-Ultra Short Term Fund	Debt	Moderate	6.52%	3	₹2,720.20
UTI Dividend Yield Fund	Equity	Very High	0.09%	0	₹3,575.00
UTI-Unit Linked Insurance Plan	Hybrid	Moderately High	3.02%	0	₹4,885.74
UTI-Nifty Next 50 Index Fund	Other	Very High	4.05%	2	₹7,198.82
UTI-Children's Hybrid Fund	Solution Oriented	High	-4%	0	₹4,258.23
UTI-Gold ETF Fund of Fund	Other	High	16.35%	5	₹1,476.61
UTI-Silver ETF Fund of Fund	Other	Very High	23.02%	0	₹531.22
UTI-Nifty Alpha Low-Volatility 30 Index Fund	Other	Very High	-0.67%	0	₹62.52
UTI-Income Plus Arbitrage Active Fund of Fund	Other	Moderate	5.06%	0	₹170.11
UTI-Nifty Midcap 150 Index Fund	Other	Very High	1.76%	0	₹74.91
UTI-Children's Equity Fund	Solution Oriented	Very High	-2.47%	0	₹1,069.94
UTI-ELSS Tax Saver Fund	Equity	Very High	-1.53%	2	₹3,225.36
UTI-MNC Fund	Equity	Very High	-2.07%	0	₹2,535.56
UTI-Retirement Fund	Solution Oriented	High	1.75%	0	₹4,541.61
UTI-Nifty200 Momentum 30 Index Fund	Other	Very High	-3.87%	1	₹7,583.21
UTI-Nifty Midcap 150 Quality 50 Index Fund	Other	Very High	-2.92%	1	₹243.62
UTI-BSE Housing Index Fund	Other	Very High	-6.42%	0	₹21.11
UTI-Innovation Fund	Equity	Very High	-4.49%	0	₹756.06
UTI-Nifty200 Quality 30 Index Fund	Other	Very High	-3.53%	0	₹498.50
UTI-Arbitrage Fund	Hybrid	Low	6.63%	3	₹10,888.59
UTI-Medium Term Fund	Debt	Moderate	3.9%	2	₹33.69
UTI-Equity Savings Fund	Hybrid	Moderate	4%	4	₹796.45
UTI-Nifty 500 Value 50 Index Fund	Other	Very High	4.42%	0	₹827.90
UTI Multi Cap Fund	Equity	Very High	2.11%	0	₹2,061.15
UTI-Quant Fund	Equity	Very High	-0.35%	0	₹1,345.74
UTI-Nifty India Manufacturing Index Fund	Other	Very High	5.22%	0	₹29.85
UTI-Nifty500 Shariah Index Fund	Other	Very High	0%	0	₹93.77
UTI-Money Market Fund	Debt	Moderate	6.41%	3	₹16,004.59
UTI-Short Term Fund	Debt	Moderate	4.76%	3	₹1,687.46
UTI-Focused Fund	Equity	Very High	2.7%	3	₹2,322.04
UTI-Nifty SDL Plus AAA PSU Bond Apr 2028 75:25 Index Fund	Other	Moderate	4.89%	0	₹32.19
UTI-Nifty50 Equal Weight Index Fund	Other	Very High	3.53%	0	₹155.31
UTI-BSE India Sector Leaders Index Fund	Other	Very High	0%	0	₹38.17
UTI-10 year Constant Maturity Gilt Fund	Debt	Moderate	2.5%	0	₹102.09
UTI-CRISIL SDL Maturity June 2027 Index Fund	Other	Moderate	5.7%	0	₹64.42
UTI-Long Term Fund	Debt	Moderate	2.27%	0	₹58.02
UTI-Balanced Advantage Fund	Hybrid	Very High	2.13%	0	₹2,869.34
UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund	Other	Very High	5.32%	0	₹131.93
UTI-Nifty 500 Index Fund	Other	Very High	0%	0	₹103.72
UTI-Balanced Hybrid Fund	Hybrid	High	0%	0	₹4,407.63
UTI-India Consumer Fund	Equity	Very High	-1.63%	1	₹684.54
UTI-Corporate Bond Fund	Debt	Moderate	4.49%	3	₹4,532.01
UTI-Floating Interest Rates Fund	Debt	Moderately Low	5.7%	3	₹1,604.13
UTI-Small Cap Fund	Equity	Very High	1.57%	3	₹5,012.14
UTI-BSE Low Volatility Index Fund	Other	Very High	-6.43%	3	₹406.29
UTI-Nifty Private Bank Index Fund	Other	Very High	6.08%	0	₹229.68

News

UTI Mutual Fund announces Ceasation of Key Personnel
UTI Mutual Fund announces that, Mr. Deepak Kumar Chatterjee, Chairman and Non - Executive Independent Director on the Board of UTI Asset Management Company Ltd. (UTI AMC) has ceased to be Director upon completion of his term with effect from the closure of business hours on July 28, 2026.
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UTI Mutual Fund announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its scheme
UTI Mutual Fund has announced 03 August 2026 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) in the following scheme. The proposed IDCW on the face value of Rs 10 per unit will be:
UTI-Conservative Hybrid Fund ' Regular Plan ' IDCW Option: Rs 0.80 per unit.
UTI-Conservative Hybrid Fund ' Direct Plan ' IDCW Option: Rs 0.80 per unit
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UTI Multi Asset Allocation Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 23 July 2026 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Multi Asset Allocation Fund. The quantum of IDCW will be Rs 0.2550 per unit or 2.55% on the face value of Rs 10 per unit.
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Fund House Details & Investment Objective

Date of Incorporation

August 18, 2023

Total AUM (Cr)

₹12.07

UTI-Nifty Midcap 150 ETF is an ETFs Fund-oriented fund from the renowned AMC, UTI Mutual Fund. Launched in August 18, 2023, this fund is managed by Sharwan Kumar Goyal. With assets under management (AUM) worth ₹12.07 (Cr), as of November 9, 2026, UTI-Nifty Midcap 150 ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 14.42% since its launch.
The current NAV of UTI-Nifty Midcap 150 ETF is ₹226.78, as on November 9, 2026. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in UTI-Nifty Midcap 150 ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 14.66% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.76% in Equity, 0.23% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.13% in Pharmaceuticals & Biotech, 8.66% in Banks, 6.82% in Finance, 5.94% in Electrical Equipments, 5.60% in Retailing

Mutual Fund Categories

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Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

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Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

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Compute the future value of your SIP investments

Lumpsum Calculator

Calculate lumpsum investment corpus

SWP Calculator

Calculate the future value of your SWP Investments

FAQs

UTI-Nifty Midcap 150 ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 14.42% since inception. Looking to invest in UTI-Nifty Midcap 150 ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in UTI-Nifty Midcap 150 ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, UTI-Nifty Midcap 150 ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in UTI-Nifty Midcap 150 ETF today and reap the benefits of this ETFs Fund fund!

Redeeming or selling units of UTI-Nifty Midcap 150 ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from UTI-Nifty Midcap 150 ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case UTI-Nifty Midcap 150 ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

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