UTI Mid Cap Fund - Growth - Direct Plan

Other Plans and Options
  • 0.08 %Nav, as on 06-12-2023

  • Previous Nav

  • Net Change on 06-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 5.88 3.79 23.94 24.70 21.22 19.83
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 Unrated 23.94 24.70 21.22 0.80 8,735.47
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 37.66 31.81 23.71 0.85 47,846.43
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 26.81 28.00 23.79 0.38 33,699.92
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 22.42 21.48 21.31 0.54 21,962.26
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 37.70 32.54 25.28 0.88 19,081.97
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 30.19 19.31 19.04 0.82 14,463.65

Fund Holdings as on 31-October-2023

  • NET CURRENT ASSETS

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - FEDERAL BANK LTD.

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - APL APOLLO TUBES LTD

  • EQ - BHARAT FORGE LTD.

  • EQ - COFORGE LTD

  • EQ - SHRIRAM FINANCE LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - ALKEM LABORATORIES LTD

  • EQ - ASTRAL LTD.

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - PHOENIX MILLS LTD

  • EQ - J.K.CEMENT LTD

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - SUNDRAM FASTENERS LTD.

  • EQ - ASHOK LEYLAND LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - P I INDUSTRIES LTD

  • EQ - GRINDWELL NORTON LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - DR LAL PATHLABS LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - MPHASIS LTD

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - STAR HEALTH & ALLIED INSURANCE

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - RAMCO CEMENTS LTD.

  • EQ - CITY UNION BANK

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - UNITED BREWERIES LTD.

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - 3M INDIA LTD.

  • EQ - CIE AUTOMOTIVE INDIA LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - PB FINTECH LTD

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - METRO BRANDS LTD

  • EQ - SUNDARAM FINANCE LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - VOLTAS LTD.

  • EQ - INDIAN BANK

  • EQ - ESCORTS KUBOTA LTD

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - LA-OPALA RG LTD.

  • EQ - EMAMI LTD.

  • EQ - NHPC LTD.

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - BIOCON LTD.

  • EQ - MTAR TECHNOLOGIES LTD

  • EQ - LTIMindtree Limited

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - OIL INDIA LTD.

  • EQ - HONEYWELL AUTOMATION INDIA LTD

  • EQ - VEDANT FASHIONS LTD

  • EQ - J.B.CHEMICALS & PHARMACEUTICAL

  • EQ - V.I.P.INDUSTRIES LTD.

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - METROPOLIS HEALTHCARE LTD

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - ZYDUS LIFESCIENCES LTD

  • EQ - PNC INFRATECH LTD

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - VARDHMAN TEXTILES LTD.

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - NARAYANA HRUDAYALAYA LTD

  • EQ - PRESTIGE ESTATES PROJECTS LTD

  • EQ - LUPIN LTD.

  • EQ - IFB INDUS. LTD.

  • EQ - MOIL LTD.

  • EQ - SRF LTD.

  • EQ - PFIZER LIMITED

  • EQ - 360 ONE WAM LIMITED

  • EQ - LAURUS LABS LTD.

  • EQ - INDIAN HOTELS COMPANY LTD.

  • 364 DAYS T - BILL- 07/03/2024

  • 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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  • Finance - NBFC

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Forgings

  • Cement & Construction Materials

  • Textile

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Insurance

  • Construction - Real Estate

  • Cycles

  • Cable

  • Plastic Products

  • Finance - Others

  • Consumer Food

  • Household & Personal Products

  • Fasteners

  • Automobiles-Trucks/Lcv

  • Auto Ancillary

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Abrasives

  • Bearings

  • Ceramics/Marble/Granite/Sanitaryware

  • Fertilizers

  • Breweries & Distilleries

  • Diversified

  • Fintech

  • Retailing

  • Gas Transmission/Marketing

  • Bank - Public

  • Air Conditioners

  • Automobiles-Tractors

  • Chemicals

  • Glass

  • Power Generation/Distribution

  • Engineering

  • Electric Equipment

  • Oil Exploration

  • Consumer Durables - Electronics

  • Finance - Housing

  • Engineering - Construction

  • Professional Services

  • Mining & Minerals

  • Hotel, Resort & Restaurants

  • 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 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
  • Funds Managed:
  • UTI Innovation Fund
  • UTI Mid Cap Fund
  • UTI Small Cap Fund
  • UTI Mid 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 ₹8,735.47 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 ₹0.22(0.08%)yesterday to ₹262.7521.

Among its top 3 holdings the fund has exposure to NET CURRENT ASSETS, 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