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
Jubilant FoodWorks Ltd 676828 1567262916.8
PI Industries Ltd 791217 1496586955.5
COROMANDEL INTERNATIONAL LTD. 1849508 1456487550
SRF LTD. 305732 1258698644
ESCORTS LTD. 1006324 1221425755
MPHASIS LTD. 827130 1144830633
TATA CONSUMER PRODUCTS LTD 2203127 1087353330.85
Syngene International Ltd 1838128 1025951143.2
MUTHOOT FINANCE LTD. 938542 981011025.5
INFO EDGE (INDIA) LTD. 238411 807903355.7
IPCA LABORATORIES LTD. 372507 795563199.9
Crompton Greaves Consumer Electricals Ltd 2766752 752694881.6
APOLLO HOSPITALS ENTERPRISE LTD. 412537 749909758.6
EMAMI LTD. 2012468 738777002.8
Tube Investments of India Ltd 1233688 690988648.8
TORRENT PHARMACEUTICALS LTD. 256800 683331960
CITY UNION BANK LTD. 4994943 674567052.15
ICICI Lombard General Insurance Company Ltd 528219 664578734.85
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Fund Performance
UTI Mid Cap Fund-Growth Option
5 Years
6.16 %
3 Years
1.68 %
1 Year
8.71 %
6 Months
34.41 %
3 Months
12.32 %
1 Month
-0.96 %

 

CHARTS
UTI Mid Cap Fund-Growth Option- Direct
5 Years
7.11 %
3 Years
2.58 %
1 Year
9.66 %
6 Months
34.71 %
3 Months
12.52 %
1 Month
-0.86 %

 

CHARTS
UTI Mid Cap Fund-Income Option
5 Years
1.41 %
3 Years
-1.09 %
1 Year
8.71 %
6 Months
34.41 %
3 Months
12.32 %
1 Month
-0.96 %

 

CHARTS
UTI Mid Cap Fund-Income Option- Direct
5 Years
2.99 %
3 Years
-0.02 %
1 Year
9.66 %
6 Months
34.72 %
3 Months
12.52 %
1 Month
-0.86 %

 

CHARTS

 

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