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
2.28%
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

Similar Funds
DSP Midcap Fund
Current NAV 54.72
Return (CAGR) 14.04%
Value Research
Axis Midcap Fund
Current NAV 38.64
Return (CAGR) 16.87%
Value Research
Franklin India Prima Fund
Current NAV 942.23
Return (CAGR) 19.19%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 25.7
Return (CAGR) 18.19%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 51.65
Return (CAGR) 14.25%
Value Research
Reliance Growth Fund
Current NAV 1086.66
Return (CAGR) 21.53%
Value Research
ICICI Pru Midcap Fund
Current NAV 91.37
Return (CAGR) 15.91%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 264.97
Return (CAGR) 21.19%
Value Research
SBI Magnum Midcap Fund
Current NAV 68.31
Return (CAGR) 14.10%
Value Research
Baroda Pioneer Midcap Fund
Current NAV 8.68
Return (CAGR) -1.55%
Value Research
Principal Index Fund Midcap
Current NAV 19.58
Return (CAGR) 24.44%
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month5.08
3 Month1.04
1 YR1.98
3 YR0.72

SIP Returns

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

Portfolio

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
Financial17.44
Automobile10.6
Chemicals9.2
Engineering8.89
FMCG8.85
Energy7.36
Services7.23
Cons Durable6.44
Healthcare4.15
Metals4.05

Indicators

LabelValue
Portfolio turnover ratio36
Standard Deviation17.3%
Beta0.93%

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..