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UTI Mid Cap Fund - Direct Plan

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 Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	1.02%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 7,230
AMC AUM (in Crs.)	₹ 1,59,694
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	38.31%
HSBC Midcap Fund - Direct Plan	1000	1000	29.75%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	38.31%
Axis Midcap Fund - Direct Plan	100	100	27.51%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	38.56%
DSP Midcap Fund - Direct Plan	500	1000	24.59%

Top 10 Holdings

Company	Holding Type	Asset(%)
Tube Investments of India Ltd Ordinary Shares	Equity	4
Net Current Assets	Cash	3
Cholamandalam Investment and Finance Co Ltd	Equity	3
The Federal Bank Ltd	Equity	3
Shriram Finance Ltd	Equity	2
PI Industries Ltd	Equity	2
Bharat Forge Ltd	Equity	2
Karur Vysya Bank Ltd	Equity	2
Schaeffler India Ltd	Equity	2
Astral Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash	3
Cash - Repurchase Agreement	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	28
Industrials	19
Financial Services	18
Basic Materials	11
Healthcare	9

Fund Manager

Ankit Agarwal

3+ years of experience

UTI Mutual Fund

AUM₹1,59,694 Cr

About

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

pms_care@uti.co.in

Phone

1800 26 61230

Address

PMS Division, UTI - Tower, Gn Block, Bandra Kurla Complex, Mumbai- 400051, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m