UTI Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 21-10-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI Mid Cap Fund-Growth Option- Direct 2.40 11.98 73.33 27.50 15.91 21.60
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 73.33 27.50 15.91 1.07 6,651.55
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 74.29 24.01 15.81 1.00 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 68.83 30.98 22.33 0.48 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23

Fund Holdings as on 30-September-2021

  • EQ SRF LTD.

  • EQ MPHASIS LTD

  • EQ P I INDUSTRIES LTD.

  • EQ JUBILANT FOOD WORKS LTD

  • EQ CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD

  • EQ TUBE INVESTMENTS OF INDIA LTD

  • EQ L&T TECHNOLOGY SERVICES LTD

  • EQ CROMPTON GREAVES CONSUMER ELECTRICALS LTD.

  • EQ ASTRAL LTD.

  • EQ FEDERAL BANK LTD.

  • EQ BHARAT FORGE LTD.

  • EQ SHRIRAM TRANSPORT FINANCE CO.LTD.

  • EQ GUJARAT GAS LTD

  • EQ VOLTAS LTD.

  • EQ MAX FINANCIAL SERVICES LTD.

  • EQ APOLLO HOSPITALS ENTERPRISE LTD.

  • EQ WHIRLPOOL OF INDIA LTD.

  • EQ KAJARIA CERAMICS LTD.

  • EQ CITY UNION BANK LTD

  • EQ PRESTIGE ESTATES PROJECTS LTD

  • EQ SCHAEFFLER INDIA LTD

  • EQ ASHOK LEYLAND LTD.

  • EQ PRAJ INDUSTRIES LTD.

  • NET CURRENT ASSETS

  • EQ PNC INFRATECH LTD

  • EQ ESCORTS LTD.

  • EQ COFORGE LTD

  • EQ POLYCAB INDIA LTD

  • EQ J.K.CEMENT LTD.

  • EQ BALKRISHNA INDUSTRIES LTD.

  • EQ DIVIS LABORATORIES LTD.

  • EQ SYNGENE INTERNATIONAL LTD.

  • EQ ADITYA BIRLA FASHION & RETAIL LTD.

  • EQ 3M INDIA LTD.

  • EQ UNITED BREWERIES LTD.

  • EQ ENDURANCE TECHNOLOGIES LTD.

  • EQ LARSEN & TOUBRO INFOTECH LTD

  • EQ TEAMLEASE SERVICES LTD.

  • EQ TORRENT PHARMACEUTICALS LTD.

  • EQ METROPOLIS HEALTHCARE LTD

  • EQ PAGE INDUSTRIES LTD

  • EQ ALKEM LABORATORIES LTD

  • EQ V.I.P.INDUSTRIES LTD.

  • EQ ICICI LOMBARD GENERAL INSURANCE COMPANY LTD

  • EQ AAVAS FINANCIERS LTD

  • EQ PHOENIX MILLS LTD

  • EQ DR. LAL PATHLABS LTD.

  • EQ HONEYWELL AUTOMATION INDIA LTD.

  • EQ COROMANDEL INTERNATIONAL LTD.

  • EQ HINDUSTAN PETROLEUM CORPORATION LTD.

  • EQ AIA ENGINEERING LTD.

  • EQ VARDHMAN TEXTILES LTD.

  • EQ APL APOLLO TUBES LTD

  • EQ MAHINDRA CIE AUTOMOTIVE LTD

  • EQ GRINDWELL NORTON LTD.

  • EQ NARAYANA HRUDAYALAYA LTD

  • EQ CREDITACCESS GRAMEEN LTD

  • EQ RELAXO FOOTWEARS LTD

  • EQ MOTILAL OSWAL FINANCIAL SERVICES LTD.

  • EQ NATIONAL ALUMINIUM COMPANY LTD.

  • EQ J.B.CHEMICALS & PHARMACEUTICALS LTD

  • EQ KANSAI NEROLAC PAINTS LTD.

  • EQ EMAMI LTD.

  • EQ LA OPALA RG LTD.

  • EQ IFB INDUS. LTD.

  • EQ MOIL LTD.

  • EQ VOLTAMP TRANSFORMERS LTD.

  • EQ KARUR VYSYA BANK LTD.

  • EQ ADITYA BIRLA SUN LIFE AMC LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - 92 DaysMargin deposit

  • EQ DELDOT SYSTEMS LTD.

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  • IT - Software

  • Finance - NBFC

  • Diversified

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

  • Bank - Private

  • Pesticides & Agrochemicals

  • Consumer Food

  • Forgings

  • Construction - Real Estate

  • Cycles

  • Engineering - Industrial Equipments

  • Engineering

  • Miscellaneous

  • Textile

  • Plastic Products

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Air Conditioners

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Bearings

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Automobiles-Tractors

  • Cable

  • Cement & Construction Materials

  • Tyres & Allied

  • Retailing

  • Breweries & Distilleries

  • Auto Ancillary

  • Insurance

  • Finance - Housing

  • Consumer Durables - Electronics

  • Fertilizers

  • Refineries

  • Steel & Iron Products

  • Abrasives

  • Footwear

  • Finance - Stock Broking

  • Aluminium & Aluminium Products

  • Paints

  • Glass

  • Mining & Minerals

  • Electric Equipment

  • Finance - Asset Management

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Fund Manager

  • Education:B.Tech,PGDM(General Management)
  • Experience:12
  • Basic Details:He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had been associated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
  • Funds Managed:
  • UTI Mid Cap Fund
  • UTI Small Cap Fund
  • Cash

  • Deposits

  • Equity

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About UTI Mid Cap Fund

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Scheme Analysis

UTI Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to UTI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹6,651.55 crore. UTI Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of UTI Mid Cap Fund ended down ₹-0.54(-0.27%)yesterday to ₹203.5365.

Among its top 3 holdings the fund has exposure to EQ SRF LTD., and

The UTI Mid Cap Fund is managed by Ankit Agarwal .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com