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: 1.78% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,899.35 Cr As on 28-02-2025(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. |
268.1651
2.6 (0.9711%)
15.5%
Benchmark: 17.2%
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 | 16.28 |
| Sharpe Ratio | 0.41 |
| Alpha | -5.54 |
| Beta | 0.93 |
| 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 | 4.09 | 22.55 | 13.79 | 29.16 | 12.82 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.39 | 33.92 | 21.36 | 31.7 | 15.77 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.23 | 36.95 | 27.4 | 37.75 | 16.69 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.83 | 32.48 | 21.47 | 35.18 | 16.35 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.66 | 30.28 | 20.33 | 29.94 | 14.05 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.63 | 25.67 | 17.68 | 32.31 | 16.16 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.86 | 32.25 | - | - | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 10.74 | 33.25 | 22.14 | 35.42 | 16.4 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.49 | 29.36 | 17.24 | 28.52 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.8 | 31.51 | 20.8 | 30.79 | 13.97 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.24%
Others
3.46%
Large Cap
9.11%
Mid Cap
67.1%
