UTI Mid Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

UTI Mid Cap Growth Direct Plan

NAV
₹342.2210
+0.06%
(17 Jul)
AUM
12,224 Cr
TER
0.88%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.9%
+8.8%
+7.5%
+6.3%
+3.0%
+0.8%
3Y
+33.6%
+31.0%
+31.9%
+34.1%
+26.2%
+22.1%
5Y
+32.8%
+34.7%
+33.5%
+37.5%
+29.1%
+27.5%
ALL
+22.3%
+22.7%
+21.6%
+24.2%
+17.5%
+19.6%
VOL
16.1%
16.9%
15.8%
17.7%
-
16.5%
TER
0.6%
0.4%
0.8%
0.7%
-
0.9%
AUM
₹7,406 Cr
₹10,988 Cr
₹84,061 Cr
₹33,053 Cr
-
₹12,224 Cr
INFO
1.39
1.34
1.37
1.37
-
1.19
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Coforge Ltd
2.5%
Net Current Assets
2.4%
Solar Industries India Ltd
2.3%
Phoenix Mills Ltd
2.2%
Polycab India Ltd
2.2%
Max Financial Services Ltd
2.0%
Persistent Systems Ltd
2.0%
Indian Bank
1.9%
JK Cement Ltd
1.9%
Tube Investments of India Ltd Ordinary Shares
1.9%
Top industry exposure
Consumer Cyclical
19.1%
Financial Services
18.2%
Industrials
16.5%
Basic Materials
13.3%
Healthcare
11.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
34%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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(s)
Vishal Chopda
Ankit Agarwal

FAQs