UTI Mid Cap Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 4340.32
Expense Ratio
1.36%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
103.1887
(0.05 %)
NAV as on 2018-11-19
Returns
Fund
UTI Mid Cap Fund - Direct Plan
1 Year
-10.49%
3 Year
8.24%
5 Year
23.44%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed less than 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment primarily in mid cap equity instrumentsModerately High Leve
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,819
Portfolio Value
-181
Total Returns