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UTI Mid Cap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 56.67 | 1.68 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.28 | 58.07 | 1.55 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Mid Cap Fund(IDCW) | 28.13% | 20.21% | 17.16% |
| HDFC Mid-Cap Opportunities Fund(IDCW) | 23.76% | 21.15% | 14.28% |
| Kotak Emerging Equity Fund(IDCW-Payout) | 38.46% | 25.80% | 17.70% |
| Nippon India Growth Fund(IDCW) | 24.65% | 22.44% | 11.34% |
Price Comparison
Compare UTI Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Coforge Ltd3M change : 0.69 %
Holdings
2.67 %
0.69 % - Persistent Systems Ltd3M change : 0.16 %
Holdings
2.21 %
0.16 % - Phoenix Mills Ltd3M change : -0.07 %
Holdings
2.16 %
-0.07 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
66
Total AUM
₹ 2,18,131.89 Cr.
Fund Manager Profile
Ankit Agarwal
AUM: ₹17,522.20 Cr.
|
Exp: 12yrs
Qualification
B.Tech,PGDM(General Management)
Past Experience
He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
Funds Managed (8)
UTI Mid Cap Fund(IDCW)
UTI Mid Cap Fund-Reg(IDCW)
UTI Small Cap Fund(IDCW)
UTI Small Cap Fund-Reg(IDCW)
UTI Mid Cap Fund-Reg(IDCW)
UTI Innovation Fund-Reg(IDCW)
UTI Innovation Fund(IDCW)
UTI Mid Cap Fund(IDCW)
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%