UTI Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 28-06-2022

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  • Assets (Cr.)

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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 -0.44 -6.61 2.50 19.70 12.46 18.32
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 2.50 19.70 12.46 0.98 6,372.56
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 3.66 16.61 11.53 1.01 30,341.25
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 3.24 20.56 14.27 0.48 18,654.69
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 0.79 19.46 17.18 0.47 17,164.77
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -7.65 13.96 10.29 0.76 13,180.66
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.44 18.99 13.95 1.22 11,628.70

Fund Holdings as on 31-May-2022

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • NET CURRENT ASSETS

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - P I INDUSTRIES LTD

  • EQ - MPHASIS LTD

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - SHRIRAM TRANSPORT FINANCE CO.L

  • EQ - FEDERAL BANK LTD.

  • EQ - BHARAT FORGE LTD.

  • EQ - APL APOLLO TUBES LTD

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - ALKEM LABORATORIES LTD

  • EQ - VOLTAS LTD.

  • EQ - ASHOK LEYLAND LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - CITY UNION BANK

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - ASTRAL LTD.

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - PAGE INDUSTRIES

  • EQ - SRF LTD.

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - UNITED BREWERIES LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - ADITYA BIRLA FASHION & RETAIL

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - PRESTIGE ESTATES PROJECTS LTD

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - PHOENIX MILLS LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - GRINDWELL NORTON LTD.

  • EQ - NARAYANA HRUDAYALAYA LTD

  • EQ - V.I.P.INDUSTRIES LTD.

  • EQ - COFORGE LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - J.K.CEMENT LTD

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - INDIAN HOTELS COMPANY LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - 3M INDIA LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - PNC INFRATECH LTD

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - LARSEN & TOUBRO INFOTECH LTD

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - J.B.CHEMICALS & PHARMACEUTICAL

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - HONEYWELL AUTOMATION INDIA LTD

  • EQ - MAHINDRA CIE AUTOMOTIVE LTD

  • EQ - METROPOLIS HEALTHCARE LTD

  • EQ - ESCORTS LTD.

  • EQ - HINDUSTAN PETROLEUM CORPN. LTD

  • EQ - LAURUS LABS LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - RELAXO FOOTWEARS LTD

  • EQ - LA-OPALA RG LTD.

  • EQ - DR LAL PATHLABS LTD.

  • EQ - MTAR TECHNOLOGIES LTD

  • EQ - BIOCON LTD.

  • EQ - IFB INDUS. LTD.

  • EQ - VARDHMAN TEXTILES LTD.

  • EQ - MOIL LTD.

  • EQ - VEDANT FASHIONS LTD

  • EQ - KANSAI NEROLAC PAINTS LTD.

  • EQ - PB FINTECH LTD

  • EQ - DIVIS LABORATORIES LTD.

  • T BILL RESERVE BANK OF INDIA

  • EQ - ADITYA BIRLA SUN LIFE AMC LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Cycles

  • Forgings

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Diversified

  • Steel & Iron Products

  • Textile

  • Bearings

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Cable

  • Consumer Food

  • Plastic Products

  • Finance - Others

  • Breweries & Distilleries

  • Gas Transmission/Marketing

  • Retailing

  • Ceramics/Marble/Granite/Sanitaryware

  • Fertilizers

  • Abrasives

  • Tyres & Allied

  • Auto Ancillary

  • Household & Personal Products

  • Cement & Construction Materials

  • Chemicals

  • Hotel, Resort & Restaurants

  • Finance - Housing

  • Engineering - Construction

  • Insurance

  • Electric Equipment

  • Consumer Durables - Electronics

  • Automobiles-Tractors

  • Refineries

  • Footwear

  • Glass

  • Engineering

  • Mining & Minerals

  • Paints

  • e-Commerce

  • 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 Mid Cap Fund
  • UTI Small Cap Fund
  • UTI Small Cap Fund
  • Cash

  • Deposits

  • Equity

  • SOV

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About UTI Mid Cap Fund

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 ₹6,372.56 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 up ₹0.66(0.37%)yesterday to ₹179.9684.

Among its top 3 holdings the fund has exposure to EQ - CHOLAMANDALAM INVESTMENT & FIN, 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