UTI Mid Cap Fund Regular Plan Payout Inc Dist cum Cap Wdrl

• Alpha 2.63%
• Beta 0.89
• Sharpe Ratio1.02
• Std Deviation 13.11%
• Tracking Error 6.27%

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.

The UTI Mid Cap Fund Regular Plan Payout Inc Dist cum Cap Wdrl has an AUM of 9943.94 crores & has delivered CAGR of 20.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.76%. The minimum investment in UTI Mid Cap Fund Regular Plan Payout Inc Dist cum Cap Wdrl is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Phoenix Mills, Net Current Assets, Federal Bank & Tube Investments Of India.

The major sectors where the fund is invested are Software & Programming, Biotechnology & Drugs, Consumer Financial Services & Regional Banks.

Some of the similar funds are Motilal Oswal Midcap Regular Growth, PGIM India Midcap Opportunities Fund Regular Growth, HSBC Midcap Fund Growth, UTI Mid Cap Fund Regular Plan Growth, Franklin India Prima Fund Growth. UTI Mid Cap Fund Regular Plan Payout Inc Dist cum Cap Wdrl has a sharpe ratio of 1.02 & a standard deviation of 13.11%.