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UTI Mid Cap Fund Regular Plan Growth

Formerly UTI Mid Cap Gr
Returns (5yrs)
0.94 %
Latest NAV
83.20

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Wealth Gained
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 26th of May, 06:48 PM

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 Managers

  • profile-pic
    Ankit Agarwal
  • expense-ratio
    Expense Ratio
    2.26
    benchmark
    Benchmark
    IISL Nifty Midcap 150 TR INR
  • Aum image
    AUM
    ₹ 3177.12 Crores
    ISIN
    ISIN
    INF789F01810
  • Category Risk:

    Moderately High risk

Holding Information

as on 26th of May, 06:48 PM

Top Holding

Pi Industries Ltd
4%
Muthoot Finance Ltd
4%
Srf Ltd
4%
Coromandel International Ltd
4%
Jubilant Foodworks Ltd
3%

Top Sectors

Consumer Cyclical
20%
Financial Services
17%
Basic Materials
15%
Healthcare
12%
Industrials
11%

Allocation

Equity
96%
Others
0%
Debt
0%

Investment Return Calculator

as on 26th of May, 06:48 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 26th of May, 06:48 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

UTI Mid Cap Fund Regular Plan Growth is a Mid Cap EQUITY fund and has delivered an annualised return of 0.94% over a period of 5 years. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Ankit Agarwal. 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. The fund charges 2.26000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.