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

Home>Mutual Funds>UTI Mutual Fund>UTI Mid Cap Fund Regular Plan Growth

bookmark_border
share
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%)
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 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 consCategory: Equity Mid Cap
ProsAge 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
ConsAsset 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
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. 
Expense ratio, exit load and taxExpense ratio: 2.16%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 termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementLalit Gopalan Nambiar
Jan 2016 - Present
View Details
keyboard_arrow_down
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 Regular IDCW
UTI Long Term Advantage Fund Series VII Direct Growth
Ankit Agarwal
Aug 2019 - Present
View Details
keyboard_arrow_down
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
keyboard_arrow_down
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM1,80,599.47 Cr
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 02 Aug 2021 is ₹177.25.
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...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
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
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
Compare funds
UTI Mid Cap Fund Regular Plan Growth
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositGoldUS Stocks
GROWW
About UsPricingBlogMedia & PressHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww Digest
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

	1Y	3Y	5Y	All
Fund returns	78.1%	18.3%	15.1%	18.7%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	18	11	14	NA

Name	Sector	Instrument	Assets
SRF Ltd.	Diversified	Equity	3.4%
PI Industries Ltd.	Chemicals	Equity	3.4%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	3.2%
Jubilant FoodWorks Ltd.	Services	Equity	2.8%
Mphasis Ltd.	Technology	Equity	2.8%
Tube Investments Of India Ltd.	Automobile	Equity	2.5%
Bharat Forge Ltd.	Automobile	Equity	2.3%
Gujarat Gas Ltd.	Energy	Equity	2.3%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	2.3%
Astral Ltd.	Chemicals	Equity	2.2%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund Size	₹5,895.49 Cr