UTI Mid Cap Fund-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-08-2005
AUM:
₹ 12,051.36 Cr
Expense Ratio
1.75%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF789F01810
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Vishal Chopda FM 1
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Mid Cap Fund-Growth Option | -0.35 | 17.3 | 18.17 |
| NIFTY MIDCAP 150 TRI | 5.8 | 24.64 | 24.32 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
301.9262
Last change
-1.35 (-0.4465%)
Fund Size (AUM)
₹ 12,051.36 Cr
Performance
15.57% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Vishal Chopda FM 1
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| POLYCAB INDIA LIMITED EQ | 2.48 |
| THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | 2.45 |
| Persistent Systems Ltd | 2.32 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.3 |
| Coforge Limited | 2.17 |
| INDIAN BANK EQ | 2.17 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.14 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 2.03 |
| AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | 1.79 |
| NET CURRENT ASSETS | 1.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.34 |
| Capital Goods | 12.74 |
| Healthcare | 10.84 |
| Automobile and Auto Components | 10.19 |
| Information Technology | 7.98 |
| Consumer Durables | 7.9 |
| Chemicals | 5.32 |
| Consumer Services | 5.29 |
| Realty | 3.34 |
| Construction Materials | 2.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI MidCap Gr | 18.17 |
| ICICI Pru MidCap Gr | 22.94 |
| Mirae Asset MidCap Reg | 22.36 |
| HDFC Mid Cap Fund Gr | 25.63 |
| Tata Mid Cap Fund Reg Plan Gr | 20.96 |
| Invesco India MidCap Gr | 24.26 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| ABSL MidCap Gr | 20.66 |
| Sundaram MidCap Gr | 23.16 |
| ITI Mid Cap Fund Reg Gr | 0.0 |