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: 1.75% 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. |
133.2853
1.61 (1.2058%)
17.47%
Benchmark: 17.63%
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 | 10.94 | 23.32 | 14.57 | 21.44 | 13.46 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 29.77 | 38.52 | 28.26 | 27.64 | 17.85 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.78 | 32.93 | 20.77 | 23.87 | 16.38 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 21.92 | 34.24 | 22.48 | 26.32 | 17.26 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 21.22 | 28.12 | 19.4 | 23.17 | 16.92 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 19.29 | 30.84 | 20.07 | 20.94 | 14.4 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 19.02 | 25.97 | 14.88 | 19.91 | 15.05 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 18.78 | 29.95 | 16.99 | 20.0 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 18.23 | 32.51 | 21.92 | 21.36 | 14.43 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 17.93 | 28.8 | - | - | - |
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
