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. |
279.2461
6.63 (2.3749%)
15.89%
Benchmark: 17.52%
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 | 10.94 | 23.7 | 14.79 | 21.22 | 13.55 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 29.7 | 38.82 | 28.7 | 27.71 | 17.79 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 23.3 | 33.31 | 20.91 | 23.51 | 16.22 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 21.64 | 34.46 | 22.57 | 25.99 | 17.03 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 20.54 | 27.96 | 19.31 | 22.59 | 16.63 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 18.65 | 30.85 | 20.12 | 20.29 | 14.2 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 17.98 | 30.11 | 17.19 | 19.58 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 17.56 | 25.94 | 15.02 | 19.61 | 14.81 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 17.37 | 28.77 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 16.86 | 32.11 | 21.83 | 20.67 | 14.15 |
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
