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

Formerly UTI Mid Cap Gr

UTI Mutual Fund

UTI Mid Cap Fund (Growth)

EquityMid Cap

176.0936

NAV (Mar 29)

10%
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency 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

176.0936

NAV (Mar 29)

Fund Returns

Last 1Y

-2%

Last 3Y

32.1%

Last 5Y

10%

Last 10Y

18.7%

Since Inception

16.8%

6 Month CAGR

-7.5%

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

1.95

Launched (19y ago)

Apr 07, 2004

AUM in Crores

7077.836

ISIN

INF789F01810

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.9

Standard Deviation (5yr)

21.2

Beta (3yr)

0.87

Beta (5yr)

0.89

Sharpe Ratio (3yr)

0.784

Sharpe Ratio (5yr)

0.329

YTM

0

Fund Managers

Ankit Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Mid Cap Fund (Growth)70%935,511 202,89910%
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 2023-03-29

Top Stock Holdings

net current assets

3.6%
3.6%

cholamandalam investment and finance co ltd

3.4%
3.4%

tube investments of india ltd ordinary shares

3.2%
3.2%

the federal bank ltd

2.8%
2.8%

schaeffler india ltd

2.3%
2.3%
See all holdings

Allocation by Sector

consumer cyclical

26.9%
26.9%

industrials

19.2%
19.2%

financial services

17.6%
17.6%

basic materials

10.4%
10.4%

healthcare

8.6%
8.6%
See all sectors

Compare UTI Mid Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 186,324 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

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

    4.2%

    6.8%

    5%

    7.2%

    4.1%

    6.7%

    26.1%

    11.1%

    23.5%

    15.2%

    UTI Mid Cap Fund (G) Review

    UTI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 16.8% 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 3/29/2023 is ₹176.09 with the total AUM as of 3/30/2023 is ₹7077.836. 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 -2% 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 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 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 1.95% for regular plan.