UTI Mid Cap Fund (Equity, Mid Cap)

Moderately High
15 yrs 7 monthsStarted on:07 Apr 2004
₹ 3627.22 Cras on: 18 Oct 2019
Long Term Horizon
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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TenureReturns (CAGR)
1 Month5.08
3 Month1.04
1 YR1.98
3 YR0.72

SIP Returns

TenureReturns (CAGR)
5 YR2.35
10 YR13.23


Company Name% Assets
Indraprastha Gas Ltd.3.93
MRF Ltd.3.44
Exide Industries Ltd.3.37
Titan Company Ltd.3.33
PI Industries Ltd.3.1
Glaxosmithkline Consumer Healthcare Ltd.2.8
SRF Ltd.2.7
Mphasis Ltd.2.69
Coromandel International Ltd.2.63
Syngene International Ltd.2.62

Top Sectoral Holdings

Sector Name% Assets
Cons Durable6.44


Portfolio turnover ratio36
Standard Deviation17.3%

Ankit Agarwal

Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..