• Mutual Funds
  • UTI Mutual Fund
  • UTI Mid Cap Fund (Growth)

Formerly UTI Mid Cap Gr

UTI Mutual Fund

UTI Mid Cap Fund (Growth)

EquityMid Cap

163.4631

NAV (Jun 24)

10.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

6,373 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Scripbox Recommended Large and Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

163.4631

NAV (Jun 24)

Fund Returns

Last 1Y

1.1%

Last 3Y

19.1%

Last 5Y

10.9%

Last 10Y

18.5%

Since Inception

17.2%

6 Month CAGR

-11.4%

Scheme Information

Investment 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.

Expense Ratio

2.05

Launched (18y ago)

Apr 07, 2004

AUM in Crores

6372.563

ISIN

INF789F01810

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ankit Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-24

Top Stock Holdings

cholamandalam investment and finance co ltd

3.7%
3.7%

net current assets

3.4%
3.4%

tube investments of india ltd ordinary shares

3.1%
3.1%

pi industries ltd

3%
3%

mphasis ltd

2.6%
2.6%
See all holdings

Allocation by Sector

consumer cyclical

25.4%
25.4%

industrials

19.4%
19.4%

financial services

16.5%
16.5%

basic materials

11.5%
11.5%

healthcare

9.7%
9.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.9%

    -

    8.2%

    11.2%

    11.1%

    13.6%

    14.2%

    12.3%

    15.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Mid Cap Fund (G) Review

    UTI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 17.2% over a period of 18 years. The fund was previously known as UTI Mid Cap Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Ankit Agarwal.

    Nav of UTI Mid Cap Fund (G) as of 6/24/2022 is ₹163.46 with the total AUM as of 6/26/2022 is ₹6372.563. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Mid Cap Fund (G) was launched on Apr 07, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    UTI Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    UTI Mid Cap Fund (G) is rated as a 3 fund in Equity and delivered 1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Mid Cap Fund (G).

    Frequently Asked Questions

    What is UTI Mid Cap Fund (G)?

    UTI Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Mid Cap Fund (G)?

    You can invest in UTI Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI Mid Cap Fund (G)?

    The minimum sip amount for UTI Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Mid Cap Fund (G) good to invest in?

    As per Scripbox experts, UTI Mid Cap Fund (G) is a Neutral fund. You can investUTI Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Mid Cap Fund (G)?

    The expense ratio of the UTI Mid Cap Fund (G) is 2.05% for regular plan.