UTI Mid Cap Fund - Regular - Growth-0.3%

-10.4%
1 Year Return
Equity
Mid Cap
3.0 star
1Y
3Y
5Y

Fund Details

UTI Mid Cap Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.05%
NAV98.0 (14-Nov-2018)
Fund Started07-Apr-2004
Fund Size4,441 Cr

Returns

Fund
1Y
3Y
5Y
UTI Mid Cap Fund - Regular - Growth
-10.4%
7.9% p.a
22.5% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.4% 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
    4. 5Y Returns are higher than the benchmark
    5. 10Y 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

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Mahindra & Mahindra Financial Services Ltd.5.2%Financial ServicesEquityMid Cap184.1
    Exide Industries Ltd.5.0%AutomobileEquityMid Cap177.5
    Mphasis Ltd.4.5%ITEquityMid Cap158.3
    Tata Chemicals Ltd.3.9%ChemicalsEquityMid Cap136.9
    Current Assets3.9%Current AssetsCurrent Assets--136.2
    Torrent Power Ltd.3.3%EnergyEquityMid Cap115.1
    National Aluminium Co. Ltd.3.1%MetalsEquityMid Cap110.8
    Indraprastha Gas Ltd.2.9%EnergyEquityMid Cap103.6
    MRF Ltd.2.9%AutomobileEquityLarge Cap101.0
    Tata Global Beverages Ltd2.8%Consumer GoodsEquityMid Cap100.1
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    About UTI Mutual Fund

    UTI Mutual Fund started their mutual fund on 01/02/2003 and its managing total assets of ₹1,50,669 Cr. Its ranked at 6 as per total assets at end of 30th Sep 2017.

    UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. UTI AMC, India’s most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

    Launch Date31 Jan 2003
    AddressUTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Assets1,50,669 Cr
    SponsorNA
    Phone022-66786666
    Emailservice@uti.co.in
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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