Fund Details
UTI Mid Cap Fund Regular Plan Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.92% |
| NAV | ₹144.51 (13 Apr 2021) |
|---|---|
| Fund Started | 07 Apr 2004 |
| Fund Size | ₹5,190 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
5. Lower expense ratio - 1.93%
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.0% |
| SRF Ltd. | Diversified | Equity | 3.1% |
| Jubilant FoodWorks Ltd. | Services | Equity | 3.0% |
| PI Industries Ltd. | Chemicals | Equity | 3.0% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.9% |
| Mphasis Ltd. | Technology | Equity | 2.7% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.3% |
| Gujarat Gas Ltd. | Chemicals | Equity | 2.1% |
| Astral Ltd. | Chemicals | Equity | 2.0% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.0% |
Fund Managers
UTI Mid Cap Fund Regular Plan Growth Details
UTI Mid Cap Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 07 Apr 2004. Lalit Nambiar is the Current Fund Manager of UTI Mid Cap Fund Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,190 Cr and the Latest NAV as of 13 Apr 2021 is ₹144.51.
The UTI Mid Cap Fund Regular Plan 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.
