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: 1.76% As on (31-03-2025) |
| 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. |
131.3504
0.64 (0.4894%)
17.18%
Benchmark: 17.45%
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 | 5.34 | 21.96 | 15.05 | 26.89 | 13.46 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.11 | 32.73 | 23.44 | 29.71 | 16.83 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.71 | 32.63 | 23.4 | 32.7 | 17.61 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.46 | 35.73 | 26.89 | 36.39 | 17.67 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.2 | 30.21 | 21.81 | 27.78 | 14.91 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.85 | 31.44 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.59 | 31.49 | 22.4 | 29.22 | 14.86 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.48 | 33.15 | 23.77 | 33.37 | 17.4 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 10.98 | 25.68 | 18.66 | 29.86 | 17.01 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 9.72 | 30.87 | 24.64 | 32.71 | 17.31 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.45%
Others
2.65%
Large Cap
9.24%
Mid Cap
67.66%
