Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    UTI Nifty Midcap 150 ETF
  • Opening:
    18th August 2023
  • Closing:
    28th August 2023
  • Scheme Type:
    Open Ended Other ETF
  • Minimum Investment:
    Rs.5,000/- and in multiples of Re.1/- thereafter
  • Plan:
    Not Applicable
  • Options:
    Not Applicable
  • Entry Load:
    Nil
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking error.

  • Benchmark:

  • NIFTY MIDCAP 150

  • Fund Manager:

  • Sharwan Kumar Goyal, Ayush Jain

Asset Allocation

95-100% Securities covered by Nifty Midcap 150 Index
upto 5% Money Market
Comparable existing schemes
ICICI Prudential Nifty Midcap 150 ETF 30.36(6M) 26.79(1Y)
Mirae Asset Nifty Midcap 150 ETF 31.24(6M) 27.61(1Y)

Fund Prognosis

Idea Distiller

A simple product with a lot of potential at a cheap cost. If you are a fan of passives and don’t mind losing a bit, then this works.

  • Fund House AAUM:

  • Rs. 24819160.72 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I am tempted to buy in if for nothing else but the simplicity.