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

UTI Mid Cap IDCW Reinvest Direct Plan

NAV
₹170.7226
-0.37%
(13 Dec)
AUM
12,029 Cr
TER
0.9%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+64.3%
+64.3%
+35.3%
+35.3%
+34.6%
+32.3%
3Y
+36.7%
+36.7%
+28.9%
+28.9%
+22.6%
+19.3%
5Y
+33.9%
+33.9%
+30.5%
+30.5%
+27.4%
+27.4%
ALL
+25.9%
+25.9%
+22.3%
+22.3%
+19.4%
+20.8%
VOL
19.4%
19.4%
17.2%
17.2%
-
17.0%
TER
0.6%
0.6%
0.7%
0.7%
-
0.9%
AUM
₹20,056 Cr
₹20,056 Cr
₹75,037 Cr
₹75,037 Cr
-
₹12,029 Cr
INFO
1.34
1.34
1.30
1.30
-
1.23
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 Reinvest (DR)
₹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 Oct
Top holdings
Net Current Assets
3.0%
Coforge Ltd
2.5%
Tube Investments of India Ltd Ordinary Shares
2.1%
Persistent Systems Ltd
2.0%
Alkem Laboratories Ltd
2.0%
Phoenix Mills Ltd
2.0%
Max Financial Services Ltd
1.9%
PB Fintech Ltd
1.9%
Bharat Forge Ltd
1.9%
Polycab India Ltd
1.9%
Top industry exposure
Consumer Cyclical
19.4%
Industrials
18.0%
Financial Services
17.3%
Technology
11.8%
Healthcare
10.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
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