UTI Mid Cap Fund Regular Plan Dividend+0.70%

2Groww
0.34%
1 Year Return
Equity
Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Mid Cap Fund Regular Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.99%
NAV49.40 (13 Dec 2019)
Fund Started09 Apr 2004
Fund Size3,711 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Mid Cap Fund Regular Plan Dividend
0.3%
5.4%
6.2%
16.4%
Category Average
0.6%
6.3%
NA
-
Rank within category
15
18
19
-
*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 0.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Indraprastha Gas Ltd.EnergyEquity3.8%
    MRF Ltd.AutomobileEquity3.5%
    Titan Company Ltd.Cons DurableEquity3.4%
    PI Industries Ltd.ChemicalsEquity3.3%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity2.9%
    Coromandel International Ltd.ChemicalsEquity2.9%
    SRF Ltd.DiversifiedEquity2.8%
    Syngene International Ltd.HealthcareEquity2.7%
    Mphasis Ltd.TechnologyEquity2.6%
    Muthoot Finance Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    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

    Other Details

    UTI Mid Cap Fund Regular Plan Dividend is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 09 Apr 2004. Lalit Nambiar is the Current Fund Manager of UTI Mid Cap Fund Regular Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹3,711 Cr and the Latest NAV as of 13 Dec 2019 is ₹49.40.

    The UTI Mid Cap Fund Regular Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year.

    Investment Objective

    Investment objective is capital appreciation by investing primarily in mid cap stocks.

    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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