UTI Mid Cap Fund - Direct
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment primarily in mid cap equity instrumentsModerately High Leve
Fund Info
Scheme Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 3550.66
Expense Ratio
1.39%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 3550.66 |
| Expense Ratio | 1.39% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 157586 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Mahindra & Mahindra Financial Services Ltd.
Equity
5.41
Escorts Ltd.
Equity
3.95
Exide Industries Ltd.
Equity
3.59
NCC Ltd.
Equity
3.39
Tata Chemicals Ltd.
Equity
3.26
National Aluminium Co. Ltd.
Equity
3.18
Mphasis Ltd.
Equity
3.02
MRF Ltd.
Equity
2.85
Bharat Forge Ltd.
Equity
2.82
Torrent Power Ltd.
Equity
2.81
Sector Allocation(%)
Sector
Percent
FMCG
9.53
Energy
8.82
Automobile
17.37
Financial
14.37
Chemicals
10.90
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.