Overview (as on 04 Aug 2021)

NAV

₹189.8757

1y returns

78.794%

Fund AUM

₹5,895 Cr

Expense Ratio

1.17%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
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-Infinity% projected returns
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-Infinity% projected returns
₹0
-Infinity% projected returns
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-Infinity% projected returns

Asset Allocation

Sector Allocation
Consumer
22.69%
Industrials
18.94%
Financial Services
17.04%
Basic Materials
13.44%
Health
10.61%
Tech
8.40%
Defensive
3.29%
Utilities
2.30%
Real Estate
2.16%
Communication
1.12%
Energy
0.01%
Size Breakup
Mid Cap
61.96%
Large Cap
30.88%
Small Cap
7.17%

Key Metrics

Beta 

0.9

Std deviation 

21.34%

Sharpe Ratio 

0.54

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
UTI Mid Cap Fund-Growth Option- Direct
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Ankit Agarwal
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Peer Funds

UTI Mid Cap Fund-Growth Option- Direct

NAV

₹189.8757

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ankit Agarwal
Ankit Agarwal

leader

Work Experience
"null"

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