UTI Mid Cap Fund Regular Plan Growth

Equity
Mid Cap
Very High Risk
30.73%
3Y annualised
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jun 2023₹200.46
Min. SIP amountNot Supported
Rating3
Fund size₹7,288.99Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns19.6%30.7%12.9%17.5%
Category average21.1%31.3%13.5%NA
Rank with in category241615NA
Understand terms

Holdings (79)

NameSectorInstrumentAssets
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.4%
Tube Investments Of India Ltd.AutomobileEquity2.9%
The Federal Bank Ltd.FinancialEquity2.8%
PI Industries Ltd.ChemicalsEquity2.3%
Shriram Finance LtdFinancialEquity2.3%
APL Apollo Tubes Ltd.Metals & MiningEquity2.2%
Alkem Laboratories Ltd.HealthcareEquity2.1%
Polycab India Ltd.Capital GoodsEquity2.1%
Bharat Forge Ltd.AutomobileEquity2.1%
Astral Ltd.ChemicalsEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.83%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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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