UTI Mid Cap Fund - Regular Plan - IDCW UTI Mid Cap Fund - Regular Plan - IDCW

UTI Mid Cap Fund - Regular Plan - IDCW

  • Current NAV

    ₹130.35 0.1327%

    24-05-2024
  • Annual Returns

    42.23%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of UTI Mid Cap Fund - Regular Plan - IDCW

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.45% 1.4% 2.57%
1M 5.78% 6.29% 2.94%
3M 7.87% 9.83% 3.66%
6M 18.04% 25.14% 16.48%
1Y 42.23% 54.44% 26.61%
2Y 29.05% 34.42% 20.48%
3Y 21.44% 24.92% 16.23%
5Y 22.6% 24.03% 15.89%
ALL 17.99% 21.86% 14.14%

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Risk scale

Very High

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Fund Managers

Ankit Agarwal
Ankit Agarwal

Fund Manage - 3

Total AUM. - 13947Cr.

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Portfolio Analysis

Equity97.27% Debt0.17% Others2.55%

Market Cap

Top 5 Sectors

Financial

Healthcare

Services

Automobile

Capital Goods

Top 5 Companies

The Phoenix Mills Ltd.

Indian Bank

Oil India Ltd.

Shriram Finance Ltd

Bharat Electronics Ltd.

Market Cap

Top 5 Sectors

Financial

Others

Top 5 Companies

Reserve Bank of India% 364-D 06/02/2025

Clearing Corporation of India

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From UTI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 10.83% 15.05% 42.96% 75.36% 0%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 9.08% 16.6% 47.87% 68.17% 20.21%
UTI Infrastructure Fund-Growth Option 7.6% 13.49% 36.8% 62.71% 20.51%
UTI-Transpotation and Logistics Fund-Growth Option 8.03% 13.21% 35.53% 60.38% 22.02%
UTI Healthcare Fund - Regular Plan - Growth Option 2.07% -0.55% 16.19% 51.96% 22.75%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 3.92% 7.8% 23.59% 48.9% 20.09%
UTI-Dividend Yield Fund.-Growth 5.88% 6.96% 25.22% 46.23% 19.55%
UTI Mid Cap Fund-Growth Option 5.78% 7.87% 18.04% 42.23% 22.67%
See More About UTI Mutual Fund

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for long-term, high wealth creation, catering to investors seeking substantial growth.
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders.
  • Suitability Duration of this fundDuration
  • A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.

Frequently Asked Questions

What is the current NAV of UTI Mid Cap Fund - Regular Plan - IDCW?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Mid Cap Fund - Regular Plan - IDCW as of 24-05-2024 is 130.3458.

What is the expense ratio of UTI Mid Cap Fund - Regular Plan - IDCW?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of UTI Mid Cap Fund - Regular Plan - IDCW?

UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of UTI Mid Cap Fund - Regular Plan - IDCW?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI Mid Cap Fund - Regular Plan - IDCW is Rs 9788.75 Crs.

Is UTI Mid Cap Fund - Regular Plan - IDCW a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in UTI Mid Cap Fund - Regular Plan - IDCW?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of UTI Mid Cap Fund - Regular Plan - IDCW?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Healthcare, Services, Automobile, Capital Goods.

How to start online SIP in UTI Mid Cap Fund - Regular Plan - IDCWs?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in UTI Mid Cap Fund - Regular Plan - IDCW?

Redeeming your investments in UTI Mid Cap Fund - Regular Plan - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Ankit Agarwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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