UTI Mid Cap Fund-Growth Option
Category: Equity: Mid Cap
Launch Date: 05-08-2005
AUM:
₹ 10,649.44 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 | 4.2 | 14.79 | 26.28 |
| NIFTY MIDCAP 150 TRI | 5.73 | 21.8 | 31.98 |
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
275.9183
Last change
-1.66 (-0.6%)
Fund Size (AUM)
₹ 10,649.44 Cr
Performance
15.6% (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 (%) |
|---|---|
| THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | 2.43 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 2.36 |
| COFORGE LIMITED EQ | 2.29 |
| Persistent Systems Ltd | 2.13 |
| AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | 2.0 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 1.93 |
| ALKEM LABORATORIES LIMITED EQ | 1.92 |
| POLYCAB INDIA LIMITED EQ | 1.83 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 1.82 |
| INDIAN BANK EQ | 1.81 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.47 |
| Healthcare | 12.38 |
| Capital Goods | 11.43 |
| Automobile and Auto Components | 10.35 |
| Information Technology | 8.21 |
| Consumer Durables | 7.33 |
| Chemicals | 6.32 |
| Consumer Services | 5.99 |
| Realty | 3.4 |
| Construction Materials | 3.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI MidCap Gr | 26.28 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |