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

UTI Mid Cap Growth Direct Plan

NAV
₹319.9673
+0.74%
(15 May)
AUM
10,923 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
+23.5%
+22.4%
+21.9%
+14.7%
+11.0%
+9.5%
3Y
+31.1%
+33.8%
+30.8%
+31.3%
+25.5%
+21.6%
5Y
+33.0%
+39.8%
+35.8%
+35.3%
+31.0%
+29.0%
ALL
+21.6%
+24.1%
+22.4%
+21.2%
+17.8%
+19.2%
VOL
16.1%
17.8%
17.0%
15.9%
-
16.6%
TER
0.7%
0.7%
0.4%
0.8%
-
0.9%
AUM
₹10,602 Cr
₹27,780 Cr
₹9,242 Cr
₹74,910 Cr
-
₹10,923 Cr
INFO
1.34
1.36
1.32
1.34
-
1.16
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 Apr
Top holdings
Net Current Assets
2.7%
Phoenix Mills Ltd
2.4%
Solar Industries India Ltd
2.4%
Coforge Ltd
2.1%
Polycab India Ltd
2.0%
Persistent Systems Ltd
2.0%
Ajanta Pharma Ltd
2.0%
Alkem Laboratories Ltd
2.0%
Indian Bank
1.9%
Tube Investments of India Ltd Ordinary Shares
1.9%
Top industry exposure
Consumer Cyclical
19.0%
Financial Services
18.2%
Industrials
15.0%
Basic Materials
13.3%
Healthcare
11.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
36%
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)
Ankit Agarwal

FAQs