UTI Mid Cap Fund-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-08-2005
AUM:
₹ 10,474.79 Cr
Expense Ratio
1.76%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF789F01810
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Ankit Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Mid Cap Fund-Growth Option | 37.9 | 21.22 | 22.98 |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
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
262.9794
Last change
1.16 (0.4395%)
Fund Size (AUM)
₹ 10,474.79 Cr
Performance
16.16% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.
Fund Manager
Ankit Agarwal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 2.55 |
| The Phoenix Mills Ltd. | 2.25 |
| Indian Bank | 2.14 |
| Oil India Ltd. | 2.13 |
| Shriram Finance Ltd | 2.07 |
| Bharat Electronics Ltd. | 2.03 |
| Bharat Forge Ltd. | 1.97 |
| Tube Investments Of India Ltd. | 1.95 |
| Astral Ltd. | 1.93 |
| Voltas Ltd. | 1.84 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 15.67 |
| Healthcare | 10.4 |
| Services | 9.46 |
| Automobile | 9.31 |
| Capital Goods | 9.2 |
| Technology | 7.27 |
| Materials | 7.21 |
| Consumer Discretionary | 5.92 |
| Energy | 4.39 |
| Metals & Mining | 3.87 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI MidCap Gr | 22.98 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |