UTI Mid Cap Fund - Regular Plan - IDCW
Fund House: UTI Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 07-04-2004 |
| 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. |
120.5134
-0.74 (-0.617%)
16.81%
Benchmark: 16.96%
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
1 Years 8 Months
10 Years 2 Months
10 Years 7 Months
19 Years 3 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 | 13.04 |
| Sharpe Ratio | 1.07 |
| Alpha | -2.85 |
| Beta | 0.87 |
| 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 - Regular Plan - IDCW | 07-04-2004 | 2.22 | 18.1 | 13.47 | 23.08 | 12.06 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.27 | 32.49 | 27.55 | 29.74 | 15.94 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.35 | 28.45 | 20.51 | 25.15 | 14.94 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.72 | 27.52 | 20.87 | 28.65 | 15.62 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 10.33 | 25.77 | 19.86 | 23.4 | 13.42 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 9.73 | 25.69 | 16.8 | 22.43 | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.34 | 28.33 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.28 | 21.02 | 17.53 | 25.48 | 15.56 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 8.42 | 21.26 | 14.1 | 21.3 | 14.07 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 8.34 | 27.31 | - | - | - |
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%
