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UTI Mid Cap Fund Regular Plan Growth-1.25%

26.42%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Mid Cap Fund Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.95%
NAV₹135.38 (25 Jan 2021)
Fund Started07 Apr 2004
Fund Size4,727 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
26.4%
5.2%
12.9%
12.3%
Category Average
19.3%
4.6%
13.2%
-
Rank Within Category
3
9
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 26.4% returns per annum

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. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 10Y Returns are higher than the category average returns
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
5. Risk-adjusted returns are lower compared to the category
6. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Jubilant FoodWorks Ltd.ServicesEquity3.5%
SRF Ltd.DiversifiedEquity3.5%
PI Industries Ltd.ChemicalsEquity3.3%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.0%
Mphasis Ltd.TechnologyEquity2.7%
Syngene International Ltd.HealthcareEquity2.5%
Info Edge (India) Ltd.ServicesEquity2.4%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.3%
Whirlpool Of India Ltd.Cons DurableEquity2.3%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.2%
See All

Fund Managers

Lalit Gopalan Nambiar
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Ankit Agarwal
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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 ₹4,727 Cr and the Latest NAV as of 25 Jan 2021 is ₹135.38.

The UTI Mid Cap Fund Regular Plan Growth is rated Moderately 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.

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
01 Feb 2003
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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