UTI Mid Cap Fund-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-08-2005
AUM:
10,481.86 Cr
Expense Ratio
1.77%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF789F01810
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Vishal Chopda FM 1
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Mid Cap Fund-Growth Option | 10.34 | 17.68 | 15.23 |
| NIFTY MIDCAP 150 TRI | 14.16 | 24.2 | 20.5 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
297.7889
Last change
2.94 (0.9888%)
Fund Size (AUM)
₹ 10,481.86 Cr
Performance
15.25% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Manager
Mr. Vishal Chopda FM 1
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| POLYCAB INDIA LIMITED EQ | 3.01 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.4 |
| THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | 2.3 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.22 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.15 |
| TUBE INVESTMENTS OF INDIA LIMITED EQ | 2.06 |
| AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | 1.98 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 1.95 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 1.82 |
| Coforge Limited | 1.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.13 |
| Capital Goods | 13.83 |
| Healthcare | 11.23 |
| Automobile and Auto Components | 10.01 |
| Consumer Durables | 8.29 |
| Information Technology | 5.82 |
| Consumer Services | 5.52 |
| Chemicals | 4.59 |
| Realty | 3.14 |
| Oil, Gas & Consumable Fuels | 2.87 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI MidCap Gr | 15.23 |
| ICICI Pru MidCap Gr | 21.08 |
| HSBC Midcap Fund Reg Growth | 18.83 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 17.92 |
| Kotak Midcap Fund Reg Gr | 19.09 |
| Invesco India MidCap Gr | 21.46 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.83 |