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).
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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.24%
Expense Ratio
7th Apr, 2004
Launched (16y ago)
₹
3,880
AUM in Crores
INF789F01810
ISIN
No Lock-in
Lock-in
IISL Nifty Midcap 150 TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Ankit Agarwal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
UTI Asset Management Company Ltd manages assets worth ₹ 129,633 crores. It's current offering of mutual fund schemes includes 56 equity, 485 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Not Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About UTI Mid Cap Fund (Growth)
About UTI Mid Cap Fund (Growth)
UTI Mid Cap Fund (Growth) is a Mid Cap Equity fund and has delivered an annualised return of 16.45% over a period of 16 years.
The fund was previously known as UTI Mid Cap Gr.
The fund is managed by UTI Asset Management Company Ltd.
The fund manager’s name is Ankit Agarwal.
UTI Mid Cap Fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
UTI Mid Cap Fund (Growth) NAV, AUM and Risk
The fund was launched on 2004-04-07. The NAV of the fund as of 2020-09-18 is ₹ 111.66. The total AUM of the fund as of 2020-09-18 is ₹ 3,880 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.24 % as expense ratio.
UTI Mid Cap Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 97.22% in this asset class.
The top three holdings of the fund are pi industries ltd, jubilant foodworks ltd and coromandel international ltd.
UTI Mid Cap Fund (Growth) SIP
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.
UTI Mid Cap Fund (Growth) Investment volatility and Horizon
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 IISL Nifty Midcap 150 TR INR.
