UTI Mid Cap Fund-Growth Option

Mid Cap NAV 239.3511 0 08 December, 2023

UTI MidCap Fund Growth is investing the capital in the mid and small-cap companies who have sound management techniques. The fund offers long-term capital appreciation. Investment in UTI Mid Cap Growth Fund delivers exceptional returns to the investors who have the appetite for tolerating high-risk, as the midcap stocks have high growth potential. This Fund strives for stable and constant returns through a well-diversified portfolio.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 19 July, 2010
Benchmark NIFTY Midcap 150
Asset Size(Cr) 7288.993700000001
ISIN No. INF789F01810
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 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.37% 1.58% 2.37%
1 M -1.64% 4.02% 4.58%
3 M 4.91% 1.44% 3.22%
6 M 23.78% 0.35% -1.25%
1 Y 18.53% 7.25% 5.82%
2 Y 12.53% 12.49% 13.66%
3 Y 26.97% 23.79% 29.67%
5 Y 19.21% 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.26 1.52 0.01 0.89
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 3.67%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

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-Growth Option 18.53% 26.97% 19.21%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

Fill this form now to make an investment!

UTI MidCap Fund: A Growth-Oriented Plan

UTI MidCap Fund Growth is a ‘Small & Mid Cap Equity Plan’ from UTI Mutual Fund. It was launched in 2004 with the primary objective of providing capital appreciation by investing the funds in the companies having medium market capitalisation. UTI Midcap g online scheme is designed in order to provide growth to the investors in the long-term duration. Since its inception, UTI midcap fund growth is yielding high returns which have been intensified in the recent years. All those who have put their money into UTI midcap fund g are benefited with the high returns due to the UTI MidCap growth NAV performance.

Here we have provided a synopsis of uti midcap growth nav scheme which would help you get an idea about UTI midcap g overview. With this, you would be able to make a better choice of investing in UTI MidCap Fund scheme online.

What Does UTI Mid Cap Fund G Aim For?

UTI Mutual Fund has designed uti midcap g scheme in order to cater the growth needs of investors. By providing appreciation to the capital, uti midcap fund growth aims at fulfilling the financial goals. As an investor, if you desire to earn a good corpus in the future and want to accomplish your lifestyle needs, then you must opt for the top UTI MidCap growth scheme online for investing your hard-earned money.

UTI MidCap Growth: Where Does it Invest?

It is quite essential for the investors to know that where fund managers have been putting their funds. The asset allocation of the top performing uti midcap fund g scheme marks their potential of gaining higher yields. This scheme programme has major allotment of the money in the equity stocks of midcap companies. Furthermore, the top 10 stock holdings of uti midcap growth fund as on 30 April 2019 include:

  • Exide Industries Ltd.
  • Indraprastha Gas Ltd.
  • Torrent Power Ltd.
  • Mahindra & Mahindra Financial Services Ltd.
  • Titan Company Ltd.
  • Escorts Ltd.
  • National Aluminium Co. Ltd.
  • Federal Bank Ltd.
  • Mphasis Ltd.
  • Coromandel International Ltd.

UTI MidCap Fund Growth - Investment Details

Among the various UTI equity schemes, UTI Mid Cap Fund g falls in the small- and mid-cap category which have the aim of building wealth over long-term. With NAV amounting to Rs.98.52 as on May 19, 2017, the scheme holds a remarkable position in the market. It is open-ended in nature due to which the investors stay out of the burden of fixed maturity and withdraw the capital at the time of need. The asset under management of the uti midcap growth scheme amounts to Rs.3,986 crore as on Apr 30, 2017, which shows the reputation of the fund attained in the mutual fund market.

The sector allocation graph of the UTI midcap fund growth shows allotment of the funds majorly in the financial, consumer goods, automotive, and other sectors

The benchmark of UTI Mid Cap Growth Plan is Nifty Free Float Midcap 100 against which its performance is measured. The risk profile of the fund is moderately high, and it is best suited to the investors who can bear equity risk on their portfolio. The minimum SIP amount for this plan offered by uti mutual funds is Rs.500 while to make a lump sum investment you just need to pay Rs.5000 at a time.

How Has UTI MidCap Growth Nav Been Performing?

If we consider uti midcap growth plan past performance, we would conclude that:

  • UTI MidCap growth fund NAV has appreciated the worth of investment. It amounted to Rs 90.941, as on 16th Sept 2016.
  • The absolute returns offered for the year 2015 was 6% and the average returns for five years investment are 24.4%.
  • Three-star rating holds by online uti midcap growth scheme shows an average position held by the same in the market.
  • The annualised UTI MidCap fund g scheme returns are higher than the set benchmark named as NIFTY MIDCAP 100.
  • UTI Midcap growth fund is holding an average position under its category and hence, third rank as per CRISIL rating for the quarter ended June 2016.

Henceforth, it can be concluded here that UTI MidCap growth fund performance ensure yielding of the high returns as per the needs of investors. The UTI Mutual fund has designed this plan so well that there is no chance of having a doubt in mind while opting for this fund online. We recommend uti midcap g plan to you because we know it has the capacity of building wealth for your future. You can also compute returns with the help of sip calculator. In addition, we can assure you that you would be able to attain growth if you opt for online UTI MidCap fund investment and check performance for your investment portfolio in order to take right investment decisions. Also check the 5 Best Mid Cap Funds to Invest in india

Add to Cart Successfully
Meet Our Clients
I had to park my money in the UTI MidCap Growth Fund for my long-term financial goals but wasn’t sure about its predicted returns. When I came to know about MySIPonline, I immediately approached them for guiding me in making the right choice. They understood my requirements and helped me in opting for the UTI MidCap G Plan for my portfolio. Thanks a lot guys, your assistance and services are amazing.
Bhavin MehtaPune
I wanted to make an investment in the best scheme which could provide me with capital appreciation. I am thankful to MySIPonline which helped me opting for the UTI MidCap Fund growth for my portfolio. This plan is offering unexpected returns from the very beginning, and I am able to make wealth for my future. Thanks a lot to MySIPonline and its entire team for their services and support.
Kashish MathurMumbai
I was looking for an investment plan to provide some worth to my portfolio. I could not find any strategy suiting my requirements. Then I got associated with MySIPonline, and they showed me the real path towards successful investing. They assisted me in deciding to invest in UTI Mid Cap Fund, and that was the best decision of my life. I am thankful to them for their support and guidance. Thanks a lot guys!
Suman BiswasBangalore
Being the oldest AMC, I grew up hearing the name of ‘UTI’ as my father was a big fan of this financial institution. Continuing the legacy, I also made my debut in the mutual fund market through UTI Midcap Fund which is sponsored by the same AMC. The long term returns made me realize the importance of investing in an old AMC. Best Scheme!
Read All Reviews
Add to Cart Successfully