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

UTI Mid Cap Growth Direct Plan

NAV
₹307.1006
-3.00%
(19 Mar)
AUM
11,734 Cr
TER
0.92%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+16.9%
+16.5%
+15.5%
+15.4%
+11.3%
+9.7%
3Y
+25.6%
+26.3%
+27.1%
+25.6%
+21.5%
+17.7%
5Y
+21.7%
+20.5%
NA
+21.4%
+17.9%
+15.7%
ALL
+17.9%
+20.2%
+21.2%
+21.0%
+15.1%
+17.8%
VOL
16.8%
16.0%
14.6%
16.8%
-
16.3%
TER
0.7%
0.5%
0.5%
0.5%
-
0.9%
AUM
₹43,983 Cr
₹10,772 Cr
₹4,695 Cr
₹14,355 Cr
-
₹11,734 Cr
INFO
1.06
1.26
1.45
1.25
-
1.09
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 28th Feb
Top holdings
Polycab India Ltd
3.0%
Max Financial Services Ltd
2.4%
Phoenix Mills Ltd
2.3%
The Federal Bank Ltd
2.2%
APL Apollo Tubes Ltd
2.1%
Tube Investments of India Ltd Ordinary Shares
2.1%
Ajanta Pharma Ltd
2.0%
Hero MotoCorp Ltd
1.9%
Blue Star Ltd
1.8%
Coforge Ltd
1.8%
Top industry exposure
Financial Services
22.4%
Industrials
19.9%
Consumer Cyclical
14.1%
Healthcare
11.2%
Basic Materials
10.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
45%
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

FAQs