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UTI Mid Cap Fund Direct Growth+0.40%

75.67%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Mid Cap Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.17%
NAV₹184.77 (23 Jul 2021)
Fund Started01 Jan 2013
Fund Size5,895 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
75.7%
19.8%
15.9%
19.6%
Category Average
72.8%
17.0%
15.6%
-
Rank Within Category
13
11
14
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 75.7% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.17%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount

Top Holdings

NameSectorInstrument% Assets
SRF Ltd.DiversifiedEquity3.4%
PI Industries Ltd.ChemicalsEquity3.4%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity3.2%
Jubilant FoodWorks Ltd.ServicesEquity2.8%
Mphasis Ltd.TechnologyEquity2.8%
Tube Investments Of India Ltd.AutomobileEquity2.5%
Bharat Forge Ltd.AutomobileEquity2.3%
Gujarat Gas Ltd.EnergyEquity2.3%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity2.3%
Astral Ltd.ChemicalsEquity2.2%
See All

Fund Managers

Lalit Gopalan Nambiar
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Ankit Agarwal
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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 ₹5,895 Cr and the Latest NAV as of 23 Jul 2021 is ₹184.77.

The UTI Mid Cap Fund Direct Growth is rated Very 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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