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: 10,649.44 Cr As on 31-03-2025(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. |
307.8399
3.73 (1.2115%)
18.85%
Benchmark: 17.33%
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
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 | 16.68 |
| Sharpe Ratio | 0.5 |
| Alpha | -4.06 |
| Beta | 0.94 |
| 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 | 7.03 | 22.3 | 18.14 | 28.47 | 15.06 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.4 | 31.46 | 25.42 | 30.31 | 17.23 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 18.15 | 35.82 | 29.58 | 37.83 | 17.94 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.58 | 31.8 | 25.29 | 33.26 | 17.84 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.86 | 29.68 | 24.33 | 28.67 | 15.17 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.58 | 30.93 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 12.13 | 25.56 | 20.35 | 30.88 | 17.4 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.99 | 31.85 | 25.57 | 34.01 | 17.51 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.31 | 30.59 | 24.26 | 29.92 | 15.16 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.14 | 29.85 | 26.75 | 33.63 | 17.57 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.45%
Others
2.65%
Large Cap
9.24%
Mid Cap
67.66%
