UTI Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
20.55%
3Y annualised
+0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2024₹276.34
Min. SIP amount₹500
Rating3
Fund size₹10,047.07Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns42.0%20.6%21.0%19.7%
Category average52.3%23.4%20.9%NA
Rank with in category352415NA
Understand terms

Holdings (85)

NameSectorInstrumentAssets
ConstructionEquity2.43%
Capital GoodsEquity2.35%
TechnologyEquity2.30%
TechnologyEquity2.28%
FinancialEquity2.26%
AutomobileEquity2.21%
AutomobileEquity2.14%
FinancialEquity2.06%
EnergyEquity2.04%
HealthcareEquity2.01%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.82%

Expense ratio, exit load and tax

Expense ratio: 0.82%

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

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..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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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