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UTI Mid Cap Fund-Growth Option

Category: Equity: Mid Cap Launch Date: 05-08-2005
AUM:

₹ 11,679.71 Cr

Expense Ratio

2.09%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF789F01810

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. Vishal Chopda

Fund Performance 1Y (%) 3Y (%) 5Y (%)
UTI Mid Cap Fund-Growth Option -0.83 14.13 13.18
NIFTY MIDCAP 150 TRI 5.26 21.34 18.31
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
297.0
Last change
-0.08 (-0.0262%)
Fund Size (AUM)
₹ 11,679.71 Cr
Performance
15.13% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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
Mr. Vishal Chopda
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
PB FINTECH LIMITED EQ NEW FV RS. 2/- 2.43
POLYCAB INDIA LIMITED EQ 2.22
TUBE INVESTMENTS OF INDIA LIMITED EQ 2.22
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 2.1
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- 2.09
THE PHOENIX MILLS LIMITED EQ NEW RS.2/- 1.96
Multi Commodity Exchange of India Ltd 1.93
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 1.89
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- 1.84
AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- 1.81

Sector Allocation

Sector Holdings (%)
Financial Services 24.21
Capital Goods 13.21
Healthcare 11.41
Automobile and Auto Components 9.61
Consumer Durables 7.93
Consumer Services 5.59
Information Technology 5.11
Chemicals 4.63
Realty 2.94
Oil, Gas & Consumable Fuels 2.83

Peer Comparison

Scheme Name 5Y (%)
UTI MidCap Gr 13.18