Name: UTI Mid Cap Fund Regular Plan Growth
Brand: UTI Mutual Fund

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UTI Mid Cap Fund Regular Plan Growth
Equity
Mid Cap
Very High Risk
23.79%
3Y annualised
-2.81% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 26 Nov 2021₹185.28
Min. SIP amountNA
Rating3
Fund size₹6,695.14Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.7%23.8%17.3%18.6%
Category average72.8%17.0%15.6%NA
Rank with in category20109NA
Understand terms
Holdings (65)NameSectorInstrumentAssets
Mphasis Ltd.
TechnologyEquity3.8%
SRF Ltd.
DiversifiedEquity3.6%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity3.4%
PI Industries Ltd.
ChemicalsEquity3.1%
Jubilant FoodWorks Ltd.
ServicesEquity2.8%
Tube Investments Of India Ltd.
AutomobileEquity2.6%
Shriram Transport Finance Company Ltd.
FinancialEquity2.5%
L&T Technology Services Ltd.
EngineeringEquity2.5%
The Federal Bank Ltd.
FinancialEquity2.3%
Astral Ltd.
ChemicalsEquity2.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Oct 2021 - Present
2.08%
30 Sep 2021 - 31 Oct 2021
2.12%
31 Aug 2021 - 30 Sep 2021
2.03%
31 Jul 2021 - 31 Aug 2021
2.18%
30 Jun 2021 - 31 Jul 2021
2.16%
31 May 2021 - 30 Jun 2021
2.19%
30 Apr 2021 - 31 May 2021
2.14%
31 Mar 2021 - 30 Apr 2021
2.03%
28 Feb 2021 - 31 Mar 2021
1.92%
31 Jan 2021 - 28 Feb 2021
1.93%
31 Dec 2020 - 31 Jan 2021
2.21%
30 Nov 2020 - 31 Dec 2020
1.95%
31 Oct 2020 - 30 Nov 2020
1.96%
30 Sep 2020 - 31 Oct 2020
2.07%
31 Aug 2020 - 30 Sep 2020
2.17%
31 Jul 2020 - 31 Aug 2020
2.24%
30 Jun 2020 - 31 Jul 2020
2.01%
31 May 2020 - 30 Jun 2020
2.00%
30 Apr 2020 - 31 May 2020
2.26%
31 Mar 2020 - 30 Apr 2020
2.31%
29 Feb 2020 - 31 Mar 2020
1.95%
31 Jan 2020 - 29 Feb 2020
2.24%
31 Dec 2019 - 31 Jan 2020
2.07%
30 Nov 2019 - 31 Dec 2019
1.99%
31 Oct 2019 - 30 Nov 2019
2.26%
30 Sep 2019 - 31 Oct 2019
2.28%
31 Aug 2019 - 30 Sep 2019
2.00%
31 Jul 2019 - 31 Aug 2019
2.25%
30 Jun 2019 - 31 Jul 2019
1.99%
31 May 2019 - 30 Jun 2019
2.25%
30 Apr 2019 - 31 May 2019
2.29%
31 Mar 2019 - 30 Apr 2019
2.21%
28 Feb 2019 - 31 Mar 2019
2.36%
31 Jan 2019 - 28 Feb 2019
2.32%
31 Dec 2018 - 31 Jan 2019
2.36%
30 Nov 2018 - 31 Dec 2018
2.36%
31 Oct 2018 - 30 Nov 2018
2.35%
30 Sep 2018 - 31 Oct 2018
2.05%
31 Aug 2018 - 30 Sep 2018
2.35%
31 Jul 2018 - 31 Aug 2018
2.35%
30 Jun 2018 - 31 Jul 2018
2.32%
31 May 2018 - 30 Jun 2018
2.32%
30 Apr 2018 - 31 May 2018
2.26%
31 Mar 2018 - 30 Apr 2018
2.33%
28 Feb 2018 - 31 Mar 2018
2.32%
31 Jan 2018 - 28 Feb 2018
2.33%
31 Dec 2017 - 31 Jan 2018
2.27%
30 Nov 2017 - 31 Dec 2017
2.27%
31 Oct 2017 - 30 Nov 2017
2.30%
Expense ratio, exit load and taxExpense ratio: 2.08%Inclusive of GST
Exit loadExit load of 1% if redeemed less than 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementLalit Gopalan Nambiar
Jan 2016 - Present
View details
Education
Mr. Nambiar is a B. Com (H), MMS and CFA.
Experience
Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
Also manages these schemes
UTI Long Term Equity Fund IDCW
UTI Long Term Equity Fund Growth
UTI Mid Cap Fund Regular Plan IDCW
UTI Mid Cap Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan Growth
UTI India Consumer Fund Regular Plan IDCW
UTI Long Term Equity Fund Direct IDCW
UTI Long Term Equity Fund Direct Growth
UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct IDCW
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct IDCW
UTI Long Term Advantage Fund Series III Direct Growth
UTI Long Term Advantage Fund Series III Regular IDCW
UTI Long Term Advantage Fund Series III Regular Growth
UTI Long Term Advantage Fund Series III Direct IDCW
UTI Long Term Advantage Fund Series IV Regular IDCW
UTI Long Term Advantage Fund Series IV Direct IDCW
UTI Long Term Advantage Fund Series IV Regular Growth
UTI Long Term Advantage Fund Series IV Direct Growth
UTI Long Term Advantage Fund Series V Direct Growth
UTI Long Term Advantage Fund Series V Regular Growth
UTI Long Term Advantage Fund Series V Regular IDCW
UTI Long Term Advantage Fund Series V Direct IDCW
UTI Long Term Advantage Fund Series VI Regular IDCW
UTI Long Term Advantage Fund Series VI Direct Growth
UTI Long Term Advantage Fund Series VI Regular Growth
UTI Long Term Advantage Fund Series VI Direct IDCW
UTI Long Term Advantage Fund Series VII Regular Growth
UTI Long Term Advantage Fund Series VII Direct IDCW
UTI Long Term Advantage Fund Series VII Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Ankit Agarwal
Aug 2019 - Present
View details
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..
Also manages these schemes
UTI Mid Cap Fund Regular Plan IDCW
UTI Mid Cap Fund Regular Plan Growth
UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct IDCW
UTI Small Cap Fund Regular IDCW
UTI Small Cap Fund Regular Growth
UTI Small Cap Fund Direct Growth
UTI Small Cap Fund Direct IDCW
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹1,80,599.47Cr
Date of Incorporation01 Feb 2003
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 01 Feb
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 01 Feb 2003. 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 ₹1,80,599 Cr and the Latest NAV as of 26 Nov 2021 is ₹185.28.
The UTI Mid Cap Fund Regular Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed less than 1 year...Read more
Investment Objective
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
Fund benchmarkNIFTY Midcap 150 TRI
Scheme Information Document(SID)
Fund house contact details
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	51.7%	23.8%	17.3%	18.6%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	20	10	9	NA

Name	Sector	Instrument	Assets
Mphasis Ltd.	Technology	Equity	3.8%
SRF Ltd.	Diversified	Equity	3.6%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	3.4%
PI Industries Ltd.	Chemicals	Equity	3.1%
Jubilant FoodWorks Ltd.	Services	Equity	2.8%
Tube Investments Of India Ltd.	Automobile	Equity	2.6%
Shriram Transport Finance Company Ltd.	Financial	Equity	2.5%
L&T Technology Services Ltd.	Engineering	Equity	2.5%
The Federal Bank Ltd.	Financial	Equity	2.3%
Astral Ltd.	Chemicals	Equity	2.1%

Rating	3
Fund size	₹6,695.14Cr