no icon
no icon
amc icon

Uti Mid Cap Fund - Idcw Payout Plan

Equity | Mid Cap

(NAV as of 18/04/2024)
121.59 (-0.29)

3Y Returns

21.17%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

2.08%

Fund Size

7233 Cr

Inception Date

07-Apr-04

Fund Manager

Ankit Agarwal

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.12%

Debt & Others

3.88%

Market Cap Allocation

Large Cap

11.56%

Mid Cap

67.94%

Small Cap

17.12%

Other Cap

3.39%

Sector Allocation

Automobiles

11.91%

Finance

10.36%

Internet and Technology

9.27%

Industrial Products

9.16%

Consumer Durables

6.60%

Top Ten Holdings

Cash/Bank/Net Current Assets/(Liabilities)

3.38%

Tube Investments Of India Ltd

2.46%

Bharat Forge Ltd

2.24%

Federal Bank Ltd

2.21%

Persistent Systems Ltd

2.20%

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 House Detail

AMC Name

UTI Asset Management Company Private Limited

Address

UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051

Similar Funds
amc icon

Motilal Oswal Midcap Fund - Direct Growth

1Y

59.7%

3Y

38.52%

5Y

27.45%

amc icon

Quant Mid Cap Fund Direct Plan - Growth

1Y

68.56%

3Y

38.21%

5Y

32.73%

amc icon

Quant Large And Mid Cap Fund Direct Plan - Growth

1Y

65%

3Y

32.57%

5Y

26.97%

amc icon

Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

1Y

56.38%

3Y

31.28%

5Y

24.32%

amc icon

Mahindra Manulife Mid Cap Fund - Direct - Growth

1Y

63.25%

3Y

31.14%

5Y

26.63%

amc icon

Nippon India Growth Fund Direct Plan Growth Plan Growth

1Y

56.54%

3Y

30.92%

5Y

25.17%

amc icon

Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth

1Y

47.01%

3Y

28.89%

5Y

21.74%

amc icon

Edelweiss Mid Cap Fund - Direct Plan Growth Option

1Y

53.91%

3Y

28.73%

5Y

26.17%

amc icon

Hdfc Large And Mid Cap Fund - Direct Plan - Growth

1Y

49.33%

3Y

28.11%

5Y

21.21%

amc icon

Motilal Oswal Large And Midcap Fund-Direct Growth

1Y

54.29%

3Y

28.08%

5Y

NA

amc icon

Bandhan Core Equity Fund-Growth-(Direct Plan)

1Y

56.54%

3Y

27.76%

5Y

21.27%

amc icon

Sundaram Mid Cap Fund Direct Growth

1Y

53.6%

3Y

27.3%

5Y

20.01%

amc icon

Icici Prudential Midcap Fund - Direct Plan - Growth

1Y

53.14%

3Y

26.85%

5Y

21.62%

amc icon

Mahindra Manulife Large & Mid Cap Fund - Direct - Growth

1Y

53.7%

3Y

26.82%

5Y

NA

amc icon

Invesco India Midcap Fund - Direct Plan Growth

1Y

49.53%

3Y

26.7%

5Y

23.36%

amc icon

Tata Mid Cap Growth Fund Direct Plan Growth

1Y

55.96%

3Y

26.59%

5Y

23.53%

amc icon

Mirae Asset Midcap Fund - Direct Plan - Growth

1Y

50.75%

3Y

26.46%

5Y

NA

amc icon

Sbi Magnum Midcap Fund - Direct Plan - Growth

1Y

41.57%

3Y

26.25%

5Y

23.77%

amc icon

Iti Mid Cap Fund- Direct Plan- Growth

1Y

65.39%

3Y

26.15%

5Y

NA

amc icon

Union Midcap Fund - Direct Plan - Growth

1Y

46%

3Y

25.86%

5Y

NA

amc icon

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

1Y

50.08%

3Y

25.84%

5Y

19.28%

amc icon

Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

1Y

46.71%

3Y

25.26%

5Y

NA

amc icon

Uti Core Equity Fund - Direct Growth Plan

1Y

47.11%

3Y

25.12%

5Y

19.45%

amc icon

Kotak Emerging Equity Fund - Direct Plan - Growth

1Y

42.11%

3Y

24.97%

5Y

23.77%

amc icon

Taurus Discovery (Midcap) Fund - Direct Plan Growth

1Y

50.27%

3Y

24.02%

5Y

21.61%

amc icon

Nippon India Vision Fund Direct Plan Growth Plan Growth

1Y

47.2%

3Y

24%

5Y

18.27%

amc icon

Kotak Equity Opportunities Fund - Direct Plan - Growth

1Y

44.18%

3Y

23.75%

5Y

20.91%

amc icon

Sbi Large And Midcap Fund Direct Growth

1Y

33.83%

3Y

23.7%

5Y

19.33%

amc icon

Franklin India Prima Fund - Direct Growth

1Y

49.69%

3Y

23.69%

5Y

19.12%

amc icon

Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth

1Y

43.48%

3Y

23.36%

5Y

19.86%

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.