UTI Mid Cap Fund-Growth Option- Direct
Fund House: UTI Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.9% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,922.68 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 40% | Exit Load: W.e.f. 06-04-2015 Exit Load: Less than 1 year - 1.00%, Greater than or equal to one year - Nil |
333.2982
2.12 (0.6359%)
19.48%
Benchmark: 17.78%
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 0 Months
1 Years 0 Months
1 Years 4 Months
4 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.7 |
| Sharpe Ratio | 0.61 |
| Alpha | -4.39 |
| 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- Direct | 01-01-2013 | 11.21 | 23.53 | 21.79 | 28.32 | 15.63 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 24.07 | 34.4 | 29.21 | 30.15 | 17.74 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 20.07 | 32.97 | 28.69 | 33.55 | 18.13 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 19.64 | 31.12 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 17.9 | 33.18 | 31.92 | 36.68 | 17.69 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 15.33 | 31.73 | 27.77 | 29.53 | 15.44 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 15.22 | 32.13 | 28.51 | 33.27 | 18.03 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 15.13 | 26.67 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 14.31 | 27.69 | 24.49 | 30.64 | 18.03 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 13.9 | 30.48 | 29.61 | 33.0 | 17.88 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.87%
Others
2.71%
Large Cap
9.47%
Mid Cap
66.92%
