Home>Mutual Funds>UTI Mutual Fund>UTI Mid Cap Fund Direct Growth

UTI Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
27.71%
3Y annualised
-0.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹201.81
Min. SIP amount₹500
Rating3star
Fund size₹6,651.55 Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns71.6%27.7%15.7%21.4%
Category average72.8%17.0%15.6%NA
Rank with in category181313NA
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Holdings (67)

NameSectorInstrumentAssets
DiversifiedEquity4.2%
TechnologyEquity3.6%
ChemicalsEquity3.3%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.1%
ServicesEquity3.1%
Tube Investments Of India Ltd.
AutomobileEquity2.6%
L&T Technology Services Ltd.
EngineeringEquity2.5%
Consumer DurableEquity2.2%
ChemicalsEquity2.1%
AutomobileEquity2.0%
See All

Pros and cons

info
Category: Equity Mid Cap
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 2.81 The fund has generated returns higher than benchmark - NIFTY Midcap 150 TRI - in the last 3Y
Lower expense ratio: 1.09%
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Cons

Higher AUM: 6651Cr. Funds with a higher AUM tend to have lower returns in the future

Expense ratio, exit load and tax

Expense ratio: 1.09%

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 termsinfo
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

Lalit Gopalan Nambiar
Jan 2016 - Present
View details
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Ankit Agarwal
Aug 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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