UTI Mid Cap Fund
 
The Fund is positioned to predominantly invest in equity and equity related securities of mid cap companies • The Fund pursues a Bottom-up approach by investing in companies with a good long-term operating track record but presently going through a temporary weak phase in business conditions • The Fund strives for stable returns through a well-diversified portfolio stance • The Fund would endeavour to invest in an investment idea through more than one stock in an effort to insulate the portfolio from market volatility • The Fund shall use Top-down approach from a risk management perspective
Fund Manager Name
Mr. Ankit Agarwal
Inception/Allotment Date
Apr 07, 2004
Benchmark
Nifty Midcap 150
Minimum Investment Amount (Rs.)
5000.00
SIP Allowed
Yes
Average AUM (Cr. Rs.)
3079.11
Scheme Type
Mid Cap
Expense Ratio (Direct)
1.32
Expense Ratio (Regular)
2.26
The Fund is positioned to predominantly invest in equity and equity related securities of mid cap companies • The Fund pursues a Bottom-up approach by investing in companies with a good long-term operating track record but presently going through a temporary weak phase in business conditions • The Fund strives for stable returns through a well-diversified portfolio stance • The Fund would endeavour to invest in an investment idea through more than one stock in an effort to insulate the portfolio from market volatility • The Fund shall use Top-down approach from a risk management perspective
Fund Family
Fund Manager
Mr. Ankit Agarwal
Inception Date
Apr 07, 2004
Benchmark
Nifty Midcap 150
Minimum Investment
Rs. 5000.00
SIP Allowed
Yes
Average AUM
3079.11 (Cr. Rs.)
Scheme Type
Mid Cap
Expense Ratio (D)
1.32
Expense Ratio (R)
2.26
CompanyQuantityMarket Value
SRF LTD. 305732 3390476160.4
Jubilant FoodWorks Ltd 676828 2738378405.2
MPHASIS LTD. 827130 2503102162.5
PI Industries Ltd 791217 2453128747.65
APOLLO HOSPITALS ENTERPRISE LTD. 412537 1839667497.8
TATA CONSUMER PRODUCTS LTD 2203127 1765255508.75
Tube Investments of India Ltd 1233688 1710693465.2
INFO EDGE (INDIA) LTD. 238411 1532660875.15
ESCORTS LTD. 1006324 1481258611.8
COROMANDEL INTERNATIONAL LTD. 1849508 1479421449.2
MUTHOOT FINANCE LTD. 938542 1439535719.6
Crompton Greaves Consumer Electricals Ltd 2766752 1352388377.6
KAJARIA CERAMICS LTD. 1009025 1210174133.75
EMAMI LTD. 2012468 1147006136.6
CHAMBAL FERTILISERS & CHEMICALS LTD. 3371079 1145661198.15
Max Financial Services Ltd 1117130 1131373407.5
Syngene International Ltd 1838128 1131183971.2
NATIONAL ALUMINIUM CO.LTD. 11579001 1105794595.5
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Fund Performance
UTI Mid Cap Fund-Growth Option
5 Years
11.26 %
3 Years
4.66 %
1 Year
35.92 %
6 Months
30.52 %
3 Months
19.44 %
1 Month
7.79 %

 

CHARTS
UTI Mid Cap Fund-Growth Option- Direct
5 Years
12.26 %
3 Years
5.58 %
1 Year
37.14 %
6 Months
30.83 %
3 Months
19.62 %
1 Month
7.86 %

 

CHARTS
UTI Mid Cap Fund-Income Option
5 Years
8.36 %
3 Years
1.81 %
1 Year
35.92 %
6 Months
30.52 %
3 Months
19.44 %
1 Month
7.79 %

 

CHARTS
UTI Mid Cap Fund-Income Option- Direct
5 Years
9.51 %
3 Years
2.90 %
1 Year
37.15 %
6 Months
30.83 %
3 Months
19.62 %
1 Month
7.86 %

 

CHARTS

 

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