UTI Mid Cap Fund (Equity, Mid Cap)

Moderately High
15 yrs 5 monthsStarted on:07 Apr 2004
₹ 3408 Cras on: 22 Aug 2019
Long Term Horizon
2.25%
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)

SIP Returns

TenureReturns (CAGR)
10 YR11.84

Portfolio

Company Name% Assets
Indraprastha Gas Ltd.4.24
Exide Industries Ltd.3.84
Torrent Power Ltd.3.67
Tata Global Beverages Ltd.3.29
MRF Ltd.3.1
Federal Bank Ltd.2.99
Titan Company Ltd.2.94
SRF Ltd.2.82
Mphasis Ltd.2.8
PI Industries Ltd.2.77

Top Sectoral Holdings

Sector Name% Assets
Financial17.82
FMCG10.5
Energy9.9
Automobile9.79
Engineering9.75
Chemicals8.98
Services5.42
Metals5.12
Construction4.76
Healthcare4.13

Indicators

LabelValue
Portfolio turnover ratio29
Standard Deviation17.09%
Beta0.92%

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.