UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ankit Agarwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.82% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹9944 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 14.92% |
Size breakup
UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 4.31% | 4.31% |
6 Month Returns | 14.68% | 14.68% |
1 Year Returns | 42.57% | 42.57% |
3 Years Returns | 83.68% | 22.47% |
5 Years Returns | 173.12% | 22.26% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl | -3.38 | -2.2 | -0.04 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl | 0.81 | 0.85 | 0.87 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl | 2.69 | 1.1 | 0.82 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Mid Cap Fund-Direct Reinvestment Inc Dist cum Cap Wdrl | 10.92 | 13.11 | 19.67 |