UTI Mid Cap Fund Direct Growth+1.01%

16.36%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Mid Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.25%
NAV118.80 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size4,049 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Mid Cap Fund Direct Growth
16.4%
2.4%
7.3%
16.3%
Category Average
9.2%
1.1%
7.3%
-
Rank within category
3
11
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 16.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.25%
    2. 1Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity3.8%
    Jubilant FoodWorks Ltd.ServicesEquity3.7%
    SRF Ltd.DiversifiedEquity3.1%
    Escorts Ltd.AutomobileEquity2.9%
    Mphasis Ltd.TechnologyEquity2.8%
    Tata Consumer Products Ltd.FMCGEquity2.7%
    Syngene International Ltd.HealthcareEquity2.5%
    Apollo Hospitals Enterprise Ltd.HealthcareEquity2.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.2%
    Whirlpool Of India Ltd.Cons DurableEquity2.2%
    See All

    Fund Managers

    addLalit Gopalan Nambiar
    Education
    Mr. Nambiar is a B. Com (H), MMS and CFA.
    Experience
    Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
    Funds Managed
    addAnkit Agarwal
    Education
    Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
    Experience
    Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
    Funds Managed

    UTI Mid Cap Fund Direct Growth Details

    UTI Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Lalit Nambiar is the Current Fund Manager of UTI Mid Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,049 Cr and the Latest NAV as of 23 Oct 2020 is ₹118.80.

    The UTI Mid Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year

    Investment Objective

    The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed less than 1 year
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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