UTI Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 02-12-2022

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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 0.80 2.37 5.54 26.81 12.84 19.53
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 5.54 26.81 12.84 1.01 7,348.15
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 16.79 26.32 13.87 0.96 35,120.40
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 10.20 26.78 15.76 0.49 22,540
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 0.44 22.19 17.40 0.54 19,708.09
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 -0.19 17.91 11.06 0.77 14,273.52
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 12.12 26.79 15.39 1.01 13,510.02

Fund Holdings as on 31-October-2022

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - P I INDUSTRIES LTD

  • NET CURRENT ASSETS

  • EQ - FEDERAL BANK LTD.

  • EQ - BHARAT FORGE LTD.

  • EQ - SHRIRAM TRANSPORT FINANCE CO.L

  • EQ - CITY UNION BANK

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - APL APOLLO TUBES LTD

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - ASTRAL LTD.

  • EQ - MPHASIS LTD

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - J.K.CEMENT LTD

  • EQ - ASHOK LEYLAND LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - INDIAN HOTELS COMPANY LTD.

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - ALKEM LABORATORIES LTD

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - UNITED BREWERIES LTD.

  • EQ - ADITYA BIRLA FASHION & RETAIL

  • EQ - PAGE INDUSTRIES

  • EQ - V.I.P.INDUSTRIES LTD.

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - PHOENIX MILLS LTD

  • EQ - NARAYANA HRUDAYALAYA LTD

  • EQ - GRINDWELL NORTON LTD.

  • EQ - VOLTAS LTD.

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - PRESTIGE ESTATES PROJECTS LTD

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - SRF LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - DR LAL PATHLABS LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - COFORGE LTD

  • EQ - HONEYWELL AUTOMATION INDIA LTD

  • EQ - 3M INDIA LTD.

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - J.B.CHEMICALS & PHARMACEUTICAL

  • EQ - PNC INFRATECH LTD

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - MAHINDRA CIE AUTOMOTIVE LTD

  • EQ - ESCORTS KUBOTA LTD

  • EQ - LARSEN & TOUBRO INFOTECH LTD

  • EQ - LA-OPALA RG LTD.

  • EQ - NHPC LTD.

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - METROPOLIS HEALTHCARE LTD

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - SUNDRAM FASTENERS LTD.

  • EQ - MTAR TECHNOLOGIES LTD

  • EQ - RELAXO FOOTWEARS LTD

  • EQ - RAMCO CEMENTS LTD.

  • EQ - LAURUS LABS LTD.

  • EQ - VEDANT FASHIONS LTD

  • EQ - IFB INDUS. LTD.

  • EQ - VARDHMAN TEXTILES LTD.

  • EQ - BIOCON LTD.

  • EQ - MOIL LTD.

  • EQ - PB FINTECH LTD

  • EQ - DIVIS LABORATORIES LTD.

  • T BILL RESERVE BANK OF INDIA

  • EQ - AARTI PHARMALABS LTD

  • EQ - ADITYA BIRLA SUN LIFE AMC LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Hospital & Healthcare Services

  • Cycles

  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Textile

  • Cement & Construction Materials

  • Diversified

  • Bearings

  • Plastic Products

  • Automobiles-Trucks/Lcv

  • Cable

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Retailing

  • Household & Personal Products

  • Finance - Others

  • Abrasives

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • Fertilizers

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Consumer Durables - Electronics

  • Chemicals

  • Engineering - Construction

  • Electric Equipment

  • Insurance

  • Automobiles-Tractors

  • Glass

  • Power Generation/Distribution

  • Finance - Housing

  • Fasteners

  • Engineering

  • Footwear

  • Mining & Minerals

  • e-Commerce

  • Unspecified

  • 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

  • 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 ₹7,348.15 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 ₹2.09(0.99%)yesterday to ₹213.4264.

Among its top 3 holdings the fund has exposure to EQ - TUBE INVESTMENTS OF INDIA 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