UTI Mid Cap Fund Regular Plan Growth - Latest NAV, Returns, Performance & Portfolio

UTI Mid Cap

  • highlight14.64%
  • highlight0.86(0.92%)

Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.56 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years20.13%
5 Years14.64%
3 Years5.91%
1 Year-14.54%
6 Months-3.82%
Fund Details
ISININF789F01810
RiskModerately High risk
Fund TypeMid-Cap
NAV94.6226
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Exide Industries Ltd4.35%
Indraprastha Gas Ltd4.04%
Torrent Power Ltd3.64%
Mahindra & Mahindra Financial Services Ltd3.27%
Titan Co Ltd2.98%
Escorts Ltd2.86%
National Aluminium Co Ltd2.79%
The Federal Bank Ltd2.71%
Mphasis Ltd2.61%
Coromandel International Ltd2.58%

About UTI Midcap Fund

Being an open-ended fund, it invests primarily in equity shares of mid-cap companies. It aims at providing the investors with wealth creation opportunities in the long run. The fund manager picks stocks of companies which have exhibited good performance in the past. However, the fund does not guarantee assured returns owing to presence of market risks.

Pros & Cons of UTI Midcap Fund

UTI Midcap Fund offers the following benefits:

  1. Opportunity to grow wealth by investing in the companies having potential to beat the benchmark
  2. Fund manager maintains a well-diversified portfolio to ensure relatively stable returns amidst market volatility.
  3. Being a star-rated fund, it has beaten the category and benchmark in the 5 year and 10 year time horizon.

Fund Information and Statistics of UTI Midcap Fund

i) Inception / Launch date

UTI Midcap Fund was launched on 7 April 2004 by UTI Mutual Fund.

ii) Risk level

Being a mid-cap fund, UTI Midcap Fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Lalit Gopalan Nambiar, who is associated with UTI Mutual Fund since 2006, is a CFA charterholder. He has been managing the UTI Midcap Fund since January 2016.

v) Entry / Exit load

The fund house does not charge any entry load for investing in UTI Midcap Fund. However, an entry load of 1% is charged for redemption of units within 365 days from the date of allotment.

Tax benefits of investing in UTI MNC Fund

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About UTI Mutual Fund

UTI Mutual Funds are managed by UTI Asset Management Company Ltd. (UTI AMC). The AMC was established on November 14, 2002 and started functioning in the investment domain from February 1, 2003. The fund attempts to provide an effective combination of the domain leadership in the capital markets coupled with state-of-the-art technological expertise. Efforts are made to offer investing solution which match the risk-return needs of the clients.

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Start your investment

Min amount: 500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 3.56 Lakhs in a period of 20 years
Need help?
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns