UTI Mid Cap Fund (Equity, Mid Cap)

Moderately High
15 yrs 10 monthsStarted on:07 Apr 2004
₹ 3714.59 Cras on: 17 Jan 2020
Long Term Horizon
1.99%
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)
YTD5.45
1 Month7.26
3 Month11.17
1 YR6.57
3 YR6.65

SIP Returns

TenureReturns (CAGR)
1 YR19.29
2 YR4.78
3 YR3.08
5 YR5.55
10 YR14.37

Portfolio

Company Name% Assets
PI Industries Ltd.3.35
SRF Ltd.3.29
Coromandel International Ltd.3.29
Indraprastha Gas Ltd.3.1
Muthoot Finance Ltd.2.75
MRF Ltd.2.66
Jubilant FoodWorks Ltd.2.65
Aditya Birla Fashion and Retail Ltd.2.37
Cholamandalam Investment & Finance Co. Ltd.2.35
City Union Bank Ltd.2.27

Top Sectoral Holdings

Sector Name% Assets
Financial21.21
Chemicals11
Automobile9.55
Services8.97
Healthcare6.88
Engineering6.75
Cons Durable6.54
Energy5.16
FMCG4.87
Diversified3.5

Indicators

LabelValue
Portfolio turnover ratio37
Standard Deviation16.42%
Beta0.92%
Sharpe Ratio0.11

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..