Formerly UTI Mid Cap Gr
Top Ranked
Scripbox recommends other funds for investment in mid cap.
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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).
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
5,045 Cr. Category leader in size
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.93 %
Expense Ratio
Apr 07, 2004
Launched (17y ago)
₹ 5,045
AUM in Crores
INF789F01810
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 146,745 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.
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₹ 3,291 Cr
Fund Size
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3Y returns
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₹ 3,291 Cr
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₹ 3,291 Cr
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3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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UTI Mid Cap Fund (G) is a mid cap equity fund and has delivered an annualised return of 17.6% over a period of 17 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.
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. However, there is no assurance that the objective of the scheme will be realized.
The UTI Mid Cap Fund (G) fund was launched on Apr 07, 2004. The NAV (Net Asset Value) of this mid cap equity as of 2021-04-20 is ₹ 144.4252. The total AUM (Asset Under Management) of the fund as of 2021-04-21 is ₹ 5044.750. The category risk of the UTI Mid Cap Fund (G) fund is Very High Risk. The fund charges 1.93 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.3% in this asset class. The top three holdings of the fund are cholamandalam investment and finance co ltd,srf ltd and jubilant foodworks ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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
UTI Mid Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Mid Cap Fund (G) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.