Uti Mid Cap Fund-Direct Plan-Idcw Payout

Equity | Mid Cap

(NAV as of 10/10/2024)

172.29 (-0.55)

3Y Returns

19.12%

Min SIP

₹500

Min Lumpsum

₹5000

Expense Ratio

1.01%

Fund Size

₹7233 Cr

Inception Date

01-Jan-13

Fund Manager

Ankit Agarwal

Exit Load

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

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark but its beta is more than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more or less similar SIP returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the bottom quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Midcap 150 TRI benchmark and its alpha is more than Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more or less similar returns than the Nifty Midcap 150 TRI benchmark and among the mid quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

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

Scheme Document

https://www.utimf.com/forms-and-downloads/

Address

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

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