UTI Mid Cap Fund - Regular Plan - IDCW

Mid Cap NAV 106.9045 0 22 September, 2023

The UTI MidCap Fund Dividend plan tends to provide regular returns to the investors through investments in the equity and equity-related securities of the small- and mid-cap companies. UTI MidCap Fund has the primary aim of providing income opportunities to the investors over a longer tenure. If you are among those investors who wish to earn riches along with regular income, then UTI Mid Cap Fund D is the perfect choice for you.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 07 April, 2004
Benchmark NIFTY Midcap 150
Asset Size(Cr) 7288.993700000001
Turn over 17%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 364 days
Expense Ratio 1.83
Fund Manager Ankit Agarwal
Fund House UTI Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.41% 1.58% 2.37%
1 M 4.82% 4.02% 4.58%
3 M 1.47% 1.44% 3.22%
6 M -3.72% 0.35% -1.25%
1 Y 3.66% 7.25% 5.82%
2 Y 12.53% 12.49% 13.66%
3 Y 29.54% 23.79% 29.67%
5 Y 10.21% 12.46% 11.57%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.75 1.11 0.91 1.22
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 3.91%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI Mid Cap Fund - Regular Plan - IDCW 3.66% 29.54% 10.21%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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UTI Midcap Fund D : Offering Dividend to Make Wealth

The UTI MidCap Fund Dividend scheme is among  the best performing mutual fund in India, which has been designed by UTI Mutual Fund in order to provide a result-oriented investment solution to the investors. It is an open-ended scheme which provides retail income as an investment plan. It is most suitable for the investors who are seeking long-term capital growth and want to make investments in the mid-cap equity instruments. If you too desire for the same, then you must invest your money in this strategy. Here we provide an overview of this plan to help you gain some valuable knowledge about the same.

UTI MidCap Fund Dividend Investment Strategy

This dividend scheme is formulated to cater to the long-term financial requirements of the investors. With UTI MidCap Fund Dividend online plan you can make investments in the stocks of the companies that could yield capital appreciation in long run. Its main aim is to invest in the mid-cap stocks of the medium-sized companies. UTI Mid Cap Fund Dividend plan was launched in 2004 and has provided exceptionally higher profits to the investors since its inception. UTI Mutual Fund has designed this scheme for the investors who are well informed of the market ups and downs and can bear comparatively higher risk. The style of investment for this scheme is aggressive which can be borne by individuals having a high-risk appetite.

Furthermore, UTI Mid Cap Fund’s NAV amounted to Rs. 53.454 as on October 28th, 2016. With this, one can easily compute the number of units that shall be allotted to him/her. Prior to investing online, you can also compute its SIP returns using the SIP return calculator. Under this scheme, the investors having SIP investment plan are yielding considerably higher returns. With a diversified portfolio, it is helping many investors in generating capital worth over the time horizon.

UTI MidCap Fund Dividend NAV Performance Analysis

The performance of this scheme has been brilliant, it is ranked third in the ‘Small- & Mid Cap’ category by CRISIL for the quarter ended in June 2016. UTI Mid Cap Fund Dividend has offered 20.35 percent returns until now since its inception. Its SIP return value for an investment of Rs. 1000 made for around 37 months(i.e., invested amount Rs. 37000) amounts to Rs. 55,435.70 as on October 28, 2016. One can initiate investing in the best uti mid cap mutual fund investment plan now to earn exceptional returns in the future.

Its absolute annual return reached up to 74.9 percent in the year 2014 and hence proves its efficiency of yielding even higher returns. At present, the three- and five-year investment in UTI MidCap Fund D is offering 40.6 and 25.1 percent annualised profits respectively. Moreover, its performance against its benchmark, i.e., NIFTY MIDCAP 100 has always been outperforming. The last dividend declared under this scheme was Rs. 4.50 on December 09, 2015. Accordingly, this scheme shall offer the expected returns to the investor if he/she puts his/her hard-earned money in this scheme.

UTI Mid Cap Fund Dividend : Portfolio Analysis

With an asset size of Rs. 3663.24 crore as on August 31, 2016, this scheme has made well-diversified allotment of the same. Around ninety-three percent of the funds has been invested in the equity and related instruments to gain capital appreciation, and the remaining balance in the assets has been put in debt and money market instruments as well to offer yearly or interim dividends to the investors. The average market capitalisation of UTI MidCap Fund Dividend investment scheme amounts to Rs. 10438.60 crore which is near to the set benchmark. Accordingly, it holds a great position in the mutual fund industry.

The sector allocation graph of this scheme depicts that majority of the funds have been allocated in the automobile, financial, construction, FMCG, Chemicals, Textiles, and Energy sectors. The holdings of utimidcap online India are among the growing entities of the country which include M&M Financial Services, SRF, Eicher Motors, Bharat Forge, Tata Chemicals, and JK Lakshmi Cement.

UTI MidCap Fund Dividend, with its remarkable performance can be contemplated amongst the best strategy which must be added to one’s portfolio to earn considerable returns. The uti mf online would help in fetching regular returns in the form of dividend and provide capital appreciation in the long-term period and this is something what most of the people look for before investing in any scheme.

My SIP Online strongly recommend UTI Mid Cap Fund Dividend to the investors who wish to gain commendable returns and want to achieve their long-term investment goals. This is a very promising scheme and shall definitely help them in attaining their set financial targets.

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UTI MidCap Fund is the best plan to earn good returns in the form of dividend and capital growth in the long run. I invested in this scheme with MySIPonline and amazed with its performance in the past two years. Thanks a lot that you provided me with the online investing solutions and I could invest in the scheme so easily.
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It was extremely difficult for me to opt for the best scheme for my portfolio. As per the guidance and services provided by MySIPonline I found UTI Mid Cap Fund Dividend quite beneficial for my investment goals. I opted for the same and thought of investing in it. Their support system is so amazing that I could easily park my money in the scheme in just a few steps. I recommend my friends as well to opt for this plan for better growth. Thanks a lot, guys.
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