Fund Details
UTI Mid Cap Fund Regular Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.95% |
| NAV | ₹135.38 (25 Jan 2021) |
|---|---|
| Fund Started | 07 Apr 2004 |
| Fund Size | ₹4,727 Cr |
Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Jubilant FoodWorks Ltd. | Services | Equity | 3.5% |
| SRF Ltd. | Diversified | Equity | 3.5% |
| PI Industries Ltd. | Chemicals | Equity | 3.3% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.0% |
| Mphasis Ltd. | Technology | Equity | 2.7% |
| Syngene International Ltd. | Healthcare | Equity | 2.5% |
| Info Edge (India) Ltd. | Services | Equity | 2.4% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.3% |
| Whirlpool Of India Ltd. | Cons Durable | Equity | 2.3% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.2% |
Fund Managers
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.
