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

UTI Mid Cap IDCW Payout Direct Plan

NAV
₹139.3343
-0.29%
(18 Apr)
AUM
9,944 Cr
TER
0.82%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+68.9%
+68.9%
+60.7%
+60.7%
+49.6%
+41.2%
3Y
+37.4%
+37.4%
+37.0%
+37.0%
+24.5%
+21.8%
5Y
+32.4%
+32.4%
+26.0%
+26.0%
+21.6%
+21.8%
ALL
+20.0%
+20.0%
+23.4%
+23.4%
+17.8%
+19.9%
VOL
15.0%
15.0%
19.5%
19.5%
-
17.0%
TER
0.7%
0.7%
0.6%
0.6%
-
0.8%
AUM
₹5,873 Cr
₹5,873 Cr
₹8,987 Cr
₹8,987 Cr
-
₹9,944 Cr
INFO
1.34
1.34
1.20
1.20
-
1.17
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 IDCW Payout (DP)
₹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 31st Mar
Top holdings
Phoenix Mills Ltd
2.5%
Net Current Assets
2.3%
The Federal Bank Ltd
2.3%
Tube Investments of India Ltd Ordinary Shares
2.2%
Oil India Ltd
2.2%
Oracle Financial Services Software Ltd
2.2%
Persistent Systems Ltd
2.1%
Bharat Forge Ltd
2.1%
Bharat Electronics Ltd
2.1%
Shriram Finance Ltd
2.0%
Top industry exposure
Consumer Cyclical
20.1%
Financial Services
18.7%
Industrials
18.5%
Technology
10.7%
Healthcare
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
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