UTI-Mid Cap Fund (Equity, Mid Cap)

Moderately High
14 yrs 1 monthsStarted on:07 Apr 2004
₹ 3982.48 Cras on: 20 Apr 2018
Long Term Horizon
2.33%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month7.55
1 YR17.30
2 YR21.16
3 YR13.19

SIP Returns

TenureReturns (CAGR)
1 YR17.23
2 YR19.19
3 YR17.66
5 YR23.68
10 YR22.31

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd.4.95
Escorts Ltd.4.25
NCC Ltd.3.44
Exide Industries Ltd.3.37
Bharat Forge Ltd.3.14
Tata Chemicals Ltd.3.02
Container Corpn. Of India Ltd.2.84
Indraprastha Gas Ltd.2.77
National Aluminium Co. Ltd.2.75
Titan Company Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Automobile17.09
Financial13.55
Chemicals11.07
FMCG9.54
Energy8.9
Construction7.44
Engineering7.15
Cons Durable4.53
Metals4.05
Services3.7

Indicators

LabelValue
Portfolio turnover ratio32
Standard Deviation15.32%
Beta0.9%
Sharpe Ratio0.47

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.
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