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UTI Mid Cap Fund Regular Plan Growth

Equity
Mid Cap
Very High Risk
78.09%
1Y return
+1.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹177.25
Min. SIP Amount₹500
Rating3star
Fund Size₹5,895.49 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns78.1%18.3%15.1%18.7%
Category average72.8%17.0%15.6%NA
Rank with in category181114NA
Understand termsinfo

Holdings (72)

NameSectorInstrumentAssets
SRF Ltd.DiversifiedEquity3.4%
PI Industries Ltd.ChemicalsEquity3.4%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.2%
Jubilant FoodWorks Ltd.ServicesEquity2.8%
Mphasis Ltd.TechnologyEquity2.8%
Tube Investments Of India Ltd.
AutomobileEquity2.5%
Bharat Forge Ltd.AutomobileEquity2.3%
Gujarat Gas Ltd.EnergyEquity2.3%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity2.3%
Astral Ltd.ChemicalsEquity2.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.16%

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

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
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Fund house & investment objective

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Fund house contact details

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