UTI-Mid Cap Fund (Equity, Mid Cap)

Moderately High
14 yrs 3 monthsStarted on:07 Apr 2004
₹ 4087.2 Cras on: 20 Jun 2018
Long Term Horizon
2.26%
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)
1 YR5.57
2 YR13.92
3 YR11.19

SIP Returns

TenureReturns (CAGR)
2 YR6.93
3 YR10.33
5 YR18.23
10 YR20.36

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd.5.51
Exide Industries Ltd.4.14
Escorts Ltd.3.89
Mphasis Ltd.3.54
Tata Chemicals Ltd.3.49
Torrent Power Ltd.3.29
NCC Ltd.3.24
National Aluminium Co. Ltd.3.07
MRF Ltd.2.98
Indraprastha Gas Ltd.2.78

Top Sectoral Holdings

Sector Name% Assets
Automobile16.71
Financial14.59
Chemicals11.25
FMCG9.65
Energy9.32
Engineering7.59
Construction6.18
Metals5.08
Technology4.11
Healthcare3.4

Indicators

LabelValue
Portfolio turnover ratio33
Standard Deviation16.33%
Beta0.92%
Sharpe Ratio0.33

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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