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Business News/Market/Market Stats/    UTI Mid Cap Fund Regular Plan Growth

UTI Mid Cap Fund Regular Plan Growth

+
  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
290.69 +2.79 (0.97%) NAV as on 13 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10682.52
  • CAGR 42.75%
  • Exit Load1.00%
  • Expense ratio1.74%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2004-04-07

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Current Assets
  • 297.27
  • 2.78%
View More

Risk & Volitility

  • Alpha 2.73%
  • Beta 0.89
  • Sharpe Ratio1.06
  • Std Deviation 13.04%
  • Tracking Error 6.28%

About Fund

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 Growth has an AUM of 10682.52 crores & has delivered CAGR of 23.65% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. The minimum investment in UTI Mid Cap Fund Regular Plan Growth 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 Net Current Assets, Bharat Forge, Indian Bank & Phoenix Mills.

 

The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Misc. Fabricated Products & Biotechnology & Drugs.

 

Some of the similar funds are Sundaram Mid Cap Growth, HSBC Midcap Fund Growth, PGIM India Midcap Opportunities Fund Regular Growth, UTI Mid Cap Fund Regular Plan Growth, Franklin India Prima Fund Growth. UTI Mid Cap Fund Regular Plan Growth has a sharpe ratio of 1.06 & a standard deviation of 13.04%.

FAQs about UTI Mid Cap Fund Regular Plan Growth

According to the morning star rating UTI Mid Cap Fund Regular Plan Growth has a Moderate risk & Exceptional return.
UTI Mid Cap Fund Regular Plan Growth is managed by Ankit Agarwal.
The expense ratio of UTI Mid Cap Fund Regular Plan Growth is 1.74%.
The 5 year annualized return on UTI Mid Cap Fund Regular Plan Growth is 23.65% & it has generated 42.75% in the last 1 year.
The minimum investment in UTI Mid Cap Fund Regular Plan Growth is 5000 Rs.
UTI Mid Cap Fund Regular Plan Growth has an AUM of 10682.52 crores.
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