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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

294.9943

NAV (Jun 24)

24.7%
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

Good

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Want the equity funds that are right for your long term equity investment needs?Learn more

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

294.9943

NAV (Jun 24)

Fund Returns

Last 1Y
43.4%
Last 3Y
22.2%
Last 5Y
24.9%
Last 10Y
17.9%
Since Inception
18.8%
6 Month CAGR
21.5%

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
1.74
Launched (20y ago)
Apr 07, 2004
AUM in Crores
10682.516
ISIN
INF789F01810
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
19.6
Beta (3yr)
0.85
Beta (5yr)
0.87
Sharpe Ratio (3yr)
1.063
Sharpe Ratio (5yr)
0.859
YTM
0
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 (Growth)70%13,85,186 6,52,57424.7%
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 2024-06-24

Top Stock Holdings

net current assets

2.8%
2.8%

bharat forge ltd

2.4%
2.4%

indian bank

2.2%
2.2%

phoenix mills ltd

2.2%
2.2%

bharat electronics ltd

2.1%
2.1%
See all holdings

Allocation by Sector

consumer cyclical

21.4%
21.4%

industrials

19.6%
19.6%

financial services

18%
18%

healthcare

10.2%
10.2%

technology

9.3%
9.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,536 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

6%

7.3%

15.2%

12.1%

5.7%

6.8%

18.6%

15.4%

UTI Mid Cap Fund (G) Review

UTI Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18.8% over a period of 20 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 6/24/2024 is ₹294.99 with the total AUM as of 6/25/2024 is ₹10682.516. 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 Nifty Midcap 150 TR INR.

UTI Mid Cap Fund (G) is rated as a 2 fund in Equity and delivered 40.5% 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 1.74% for regular plan.