UTI Mid Cap Fund-Growth Option
Fund House: UTI Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-08-2005 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.75% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,996.94 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 40% | Exit Load: :� 1.00% if redeemed before 365 days from the date of investment. No on or after 365 days from the date of investment. |
284.8629
4.36 (1.5299%)
16.04%
Benchmark: 17.8%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 4 Months
8 Years 5 Months
8 Years 9 Months
11 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.28 |
| Sharpe Ratio | 0.69 |
| Alpha | -3.42 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Mid Cap Fund-Growth Option | 05-08-2005 | 14.28 | 23.26 | 12.94 | 22.55 | 14.08 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 34.93 | 41.14 | 28.73 | 30.04 | 18.83 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 28.87 | 34.08 | 20.02 | 25.55 | 17.02 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 25.56 | 34.32 | 21.1 | 27.73 | 17.92 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 22.93 | 32.42 | 19.65 | 21.68 | 15.87 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 22.79 | 28.37 | 18.41 | 24.46 | 17.46 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 21.76 | 35.56 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 21.39 | 32.92 | - | - | - |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 21.14 | 29.83 | 15.33 | 21.43 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 20.9 | 30.15 | 17.99 | 21.27 | 14.87 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.09%
Others
2.16%
Large Cap
7.85%
Mid Cap
65.9%
Scheme Documents
There are no scheme documents available
