UTI Mid Cap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 17-05-2024

  • 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 5.44 7.01 42.32 23.08 24.59 20.36
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 42.32 23.08 24.59 0.82 10,474.79
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 57.47 30.27 27.04 0.77 63,413.49
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 48.50 26.41 27.09 0.38 42,699.18
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 60.09 31.39 27.99 0.82 26,821.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 45.22 22.66 24.84 0.52 26,636.78
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 39.09 26.32 26.42 0.82 17,910.24

Fund Holdings as on 30-April-2024

  • NET CURRENT ASSETS

  • EQ - PHOENIX MILLS LTD

  • EQ - INDIAN BANK

  • EQ - OIL INDIA LTD.

  • EQ - SHRIRAM FINANCE LTD

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - BHARAT FORGE LTD.

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - ASTRAL LTD.

  • EQ - VOLTAS LTD.

  • EQ - ALKEM LABORATORIES LTD

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - PB FINTECH LTD

  • EQ - COFORGE LTD

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - ORACLE FINANCIAL SERVICES SOFT

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - UNITED BREWERIES LTD.

  • EQ - AJANTA PHARMA LTD.

  • EQ - FEDERAL BANK LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - SUNDARAM FINANCE LTD.

  • EQ - J.K.CEMENT LTD

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - POLYCAB INDIA LTD

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - GRINDWELL NORTON LTD.

  • EQ - SUNDRAM FASTENERS LTD.

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - CONTAINER CORP. OF INDIA LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - DR LAL PATHLABS LTD.

  • EQ - CESC LTD.

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - HERO MOTOCORP LTD.

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - IFB INDUS. LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - P I INDUSTRIES LTD

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - CIE AUTOMOTIVE INDIA LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - FSN E-COMMERCE VENTURES(NYKAA)

  • EQ - BHARTI HEXACOM LTD

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - INFO-EDGE (INDIA) LTD.

  • EQ - CITY UNION BANK

  • EQ - TATA COMMUNICATIONS LTD.

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - 360 ONE WAM LIMITED

  • EQ - PFIZER LIMITED

  • EQ - APL APOLLO TUBES LTD

  • EQ - PNC INFRATECH LTD

  • EQ - MPHASIS LTD

  • EQ - RAMCO CEMENTS LTD.

  • EQ - STAR HEALTH & ALLIED INSURANCE

  • EQ - METRO BRANDS LTD

  • EQ - VEDANT FASHIONS LTD

  • EQ - LUPIN LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - EMAMI LTD.

  • EQ - NMDC LTD.

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - SONATA SOFTWARE LTD

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - LA-OPALA RG LTD.

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - J.B.CHEMICALS & PHARMACEUTICAL

  • EQ - GLAND PHARMA LTD.

  • EQ - BHARAT HEAVY ELECTRICALS LTD.

  • EQ - SRF LTD.

  • EQ - ONE 97 COMMUNICATIONS LTD

  • EQ - 3M INDIA LTD.

  • 364 DAYS T - BILL- 06/02/2025

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

View More
  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Plastic Products

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Forgings

  • Miscellaneous

  • Steel & Iron Products

  • Finance - Others

  • Construction - Real Estate

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Bank - Public

  • Fintech

  • Oil Exploration

  • Textile

  • Insurance

  • Cycles

  • Telecommunication - Service Provider

  • Air Conditioners

  • Chemicals

  • Bearings

  • Auto Ancillary

  • Breweries & Distilleries

  • Business Support

  • Cable

  • Consumer Food

  • Abrasives

  • Fasteners

  • Electric Equipment

  • Tyres & Allied

  • Logistics

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Depository Services

  • Fertilizers

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • e-Commerce

  • Finance - Housing

  • BPO/ITeS

  • Professional Services

  • Engineering - Construction

  • Retailing

  • Household & Personal Products

  • Mining & Minerals

  • Ceramics/Marble/Granite/Sanitaryware

  • Glass

  • Consumer Durables - Electronics

  • Diversified

View More

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

View More

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 ₹10,474.79 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 ₹3.75(1.27%)yesterday to ₹299.4126.

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