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  • UTI Mutual Fund
  • UTI Mid Cap Fund (G)
UTI Mutual Fund

UTI Mid Cap Fund (G)

EquityMid Cap

315.5484

NAV (Oct 04)

27.458%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

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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

315.5484

NAV (Oct 4)

Fund Returns

Last 1Y
39.7%
Last 3Y
18.9%
Last 5Y
27.5%
Last 10Y
16.6%
Since Inception
18.9%
6 Month CAGR
21.9%

Scheme Information

Investment Objective

The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.

Expense Ratio
1.72
Launched (0y ago)
1.72
AUM in Crores
12646.3
ISIN
INF789F01810
Lock-in
-
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.6
Beta
0.9
Sharpe Ratio
1.1
YTM
-
Fund Managers

Ankit Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Mid Cap Fund (G)70%14,97,356 7,64,74427.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-12-21

Top Stock Holdings

Bharat Forge Ltd.

2.3%
2.265%

The Phoenix Mills Ltd.

2.2%
2.172%

Oil India Ltd.

2.1%
2.06%

Persistent Systems Ltd.

2%
1.952%

Tube Investments Of India Ltd.

1.9%
1.871%
See all holdings

Allocation by Sector

Financial

14.214432%
14.214432%

Capital Goods

11.204879%
11.204879%

Healthcare

10.136612%
10.136612%

Automobile

9.4826%
9.4826%

Services

9.196823%
9.196823%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.383%

7.263%

6.017%

6.795%

17.237%

15.333%

6.096%

6.858%

22.052%

14.219%

UTI Mid Cap Fund (G) Review

UTI Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.867% over a period of NaN years. The fund is managed by UTI Mutual Fund. The fund manager’s name is Ankit Agarwal.

Nav of UTI Mid Cap Fund (G) as of 10/4/2024 is ₹315.55 with the total AUM as of 10/7/2024 is ₹12646.3408. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Mid Cap Fund (G) was launched on . The category risk of the fund is Average.

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 NIFTY Midcap 150 Total Return Index.

UTI Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 39.651% 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 Equity Equity scheme predominantly investing across Equity instruments 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 2 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 1.72% for regular plan.