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UTI Mid Cap Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
26.43%
3Y annualised
-0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan 2022₹103.01
Min. SIP amount₹500
Rating3
Fund size₹6,894.52Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns42.3%26.4%18.3%21.3%
Category average72.8%17.0%15.6%NA
Rank with in category151210NA
Understand terms

Holdings (66)

NameSectorInstrumentAssets
DiversifiedEquity3.3%
AutomobileEquity3.2%
TechnologyEquity3.2%
ChemicalsEquity3.0%
EngineeringEquity2.9%
FinancialEquity2.8%
ServicesEquity2.7%
ChemicalsEquity2.2%
FinancialEquity2.1%
HealthcareEquity2.1%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.03%
Higher alpha: 2.47 The fund has generated returns higher than benchmark - NIFTY Midcap 150 TRI - in the last 3Y

Cons

Higher AUM: 6894Cr. Funds with a higher AUM tend to have lower returns in the future
1Y annualised returns lower than category average by 32.36%

Expense ratio, exit load and tax

Expense ratio: 1.03%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Ankit Agarwal
Aug 2019 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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