- Mutual Funds
- UTI Mutual Fund
- UTI Mid Cap Fund (Growth)
Formerly UTI Mid Cap Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 227.623
NAV (Sep 29)
Fund Returns
Last 1Y | 20.8% |
Last 3Y | 27.5% |
Last 5Y | 19% |
Last 10Y | 21.8% |
Since Inception | 18% |
6 Month CAGR | 29.3% |
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.
Expense Ratio | 1.76 |
Launched (19y ago) | Apr 07, 2004 |
AUM in Crores | 8881.370 |
ISIN | INF789F01810 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 19.8 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Mid Cap Fund (Growth) | 11,84,202 | 4,51,590 | 19% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
net current assets
3.4%cholamandalam investment and finance co ltd
2.9%shriram finance ltd
2.8%the federal bank ltd
2.5%apl apollo tubes ltd
2.5%Allocation by Sector
industrials
21.6%consumer cyclical
21.6%financial services
19%healthcare
10.9%basic materials
9.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
23.2% | 14.9% | ||
5.1% | 7.2% | ||
21.6% | 11.6% | ||
20.4% | 15.5% |
UTI Mid Cap Fund (G) Review
UTI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18% over a period of 19 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 9/29/2023 is ₹227.62 with the total AUM as of 10/3/2023 is ₹8881.37. 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 20.8% 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)?
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 1.76% for regular plan.