UTI Mid Cap (Equity, Mid Cap)

Moderately High
14 yrs 11 monthsStarted on:07 Apr 2004
₹ 3588.86 Cras on: 22 Feb 2019
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR0.86
3 YR9.34

SIP Returns

TenureReturns (CAGR)
5 YR4.86
10 YR15.22

Portfolio

Company Name% Assets
Exide Industries Ltd.4.73
Tata Chemicals Ltd.3.78
Indraprastha Gas Ltd.3.77
Torrent Power Ltd.3.66
Mahindra & Mahindra Financial Services Ltd.3.39
National Aluminium Co. Ltd.3.3
Mphasis Ltd.2.78
Coromandel International Ltd.2.75
MRF Ltd.2.71
Titan Company Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets
Financial16.4
Chemicals12.12
Automobile11.05
FMCG9.96
Engineering9.91
Energy9.77
Metals5.8
Services5.26
Construction4.86
Healthcare3.81

Indicators

LabelValue
Portfolio turnover ratio34
Standard Deviation17.74%
Beta0.91%
Sharpe Ratio0.19

Lalit Gopalan Nambiar

Mr. Nambiar is a B. Com (H), MMS and CFA.
Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.