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UTI Mid Cap Fund-Growth Option

  • Equity
  • Mid Cap
  • Very High
  • Current NAV

    ₹258.03 0.2803%

    15-04-2024
  • Annual Returns

    43.18%

  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 95.79%
  • Debt 0.34%
  • Others 3.9%

Market Cap

Allocation
Mid Cap 65.99
Small Cap 19.83
Large Cap 9.97

Sector Allocation

Financial

Automobile

Healthcare

Technology

Capital Goods

Services

Materials

Consumer Discretionary

Energy

Metals & Mining

Construction

Chemicals

Insurance

Consumer Staples

Diversified

Textiles

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
27-Mar-2024
Holdings PE Ratio
27-Mar-2024
1Y Return
The Phoenix Mills Ltd. Mid Cap Construction (120.38) 2.43% 52.17 130.43%
Bharat Electronics Ltd. Large Cap Capital Goods (51.36) 2.35% 48.04 132.36%
Coforge Ltd. Mid Cap Technology (33.95) 2.3% 47.06 33.34%
Persistent Systems Ltd. Mid Cap Technology (35.12) 2.28% 60.39 85.06%
The Federal Bank Ltd. Mid Cap Financial (25.02) 2.26% 9.71 20.26%
Tube Investments Of India Ltd. Mid Cap Automobile (102.53) 2.21% 51.17 34.48%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.14% 0 0%
Shriram Finance Ltd Large Cap Financial (20.22) 2.06% 13.64 85.91%
Oil India Ltd. Mid Cap Energy (8.9) 2.04% 11.32 137.95%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 2.01% 57.92 -8.63%
Astral Ltd. Mid Cap Materials (80.87) 1.97% 92.73 35.82%
Oracle Financial Services Software Ltd. Mid Cap Technology (33.95) 1.89% 32.58 143.03%
Indian Bank Mid Cap Financial (16.19) 1.84% 9.06 79.42%
JK Cement Ltd. Mid Cap Materials (57.02) 1.75% 47.69 43.53%
PB Fintech Ltd. Mid Cap Services (76.58) 1.71% 615.37 84.19%
Supreme Industries Ltd. Mid Cap Materials (47.51) 1.54% 47.59 52.45%
Syngene International Ltd. Mid Cap Healthcare (59.57) 1.52% 58.14 17.56%
Ajanta Pharma Ltd. Mid Cap Healthcare (54.75) 1.48% 36.27 68.5%
Motherson Sumi Wiring India Ltd. Mid Cap Automobile (60.33) 1.47% 0 36.26%
Gujarat Gas Ltd. Mid Cap Energy (24.72) 1.43% 35.81 24.04%
Max Financial Services Ltd. Mid Cap Financial (25.39) 1.38% 82.05 63.42%
Jubilant FoodWorks Ltd. Mid Cap Services (69.64) 1.37% 135.15 3.69%
Schaeffler India Ltd. Mid Cap Capital Goods (50.79) 1.34% 0 6.16%
Grindwell Norton Ltd. Mid Cap Metals & Mining (68) 1.3% 60.43 10.06%
Voltas Ltd. Mid Cap Consumer Discretionary (57.8) 1.28% 152.37 56.35%
Endurance Technologies Ltd. Mid Cap Automobile (44.5) 1.28% 0 25.18%
Sundaram Finance Ltd. Mid Cap Financial (33.14) 1.27% 31.85 96.95%
Sundram Fasteners Ltd. Mid Cap Capital Goods (47.65) 1.25% 45.31 11.57%
Dr. Lal Pathlabs Ltd. Small Cap Healthcare (92.93) 1.24% 58.58 21.35%
Page Industries Ltd. Mid Cap Textiles (47.93) 1.23% 0 -5.92%
Voltamp Transformers Ltd. Small Cap Capital Goods (26.43) 1.22% 0 247.74%
ICICI Lombard General Insurance Comapny Ltd. Large Cap Insurance (44.5) 1.21% 0 49.81%
L&T Technology Services Ltd. Mid Cap Technology (47.11) 1.2% 45.35 54.56%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 1.2% 132.81 16.13%
Balkrishna Industries Ltd. Mid Cap Automobile (52.44) 1.18% 37.04 15.21%
Polycab India Ltd. Large Cap Capital Goods (60.33) 1.18% 47.89 71.87%
Hero Motocorp Ltd. Mid Cap Automobile (44.45) 1.18% 24.22 78.91%
Computer Age Management Services Ltd. Small Cap Services (33.14) 1.15% 45.88 41.73%
Karur Vysya Bank Ltd. Small Cap Financial (25.02) 1.13% 0 88.05%
Mphasis Ltd. Mid Cap Technology (19.56) 1.09% 0 0%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (92.93) 1.07% 114.76 43.3%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (127.77) 1.04% 89.58 6.71%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 1.04% 18.4 18.6%
PI Industries Ltd. Mid Cap Chemicals (36.56) 1.04% 36.14 25.19%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (80.35) 1.02% 43.68 -0.54%
CESC Ltd. Small Cap Energy (27.25) 1.02% 13.22 105.99%
Tata Communications Ltd. Mid Cap Communication (85.39) 0.98% 174.94 65.69%
Muthoot Finance Ltd. Mid Cap Financial (33.14) 0.96% 15.87 59.03%
IFB Industries Ltd. Small Cap Consumer Discretionary (49.31) 0.94% 195.29 65.4%
CIE Automotive India Ltd. Small Cap Metals & Mining (49.11) 0.93% 16.12 30.64%
The Ramco Cements Ltd. Mid Cap Materials (57.02) 0.92% 50.15 8.69%
3M India Ltd. Mid Cap Diversified 0.91% 0%
FSN E-Commerce Ventures Ltd. Mid Cap Services (903.07) 0.91% 1782.5 41.36%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.15) 0.9% 87.41 30.84%
Vedant Fashions Ltd. Mid Cap Services (9.67) 0.89% 0 100.72%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 0.87% 28.3 41.05%
Info Edge (India) Ltd. Mid Cap Services (113.6) 0.86% 312.3 52.94%
360 One Wam Ltd Small Cap Financial 0.86% 0%
TeamLease Services Ltd. Small Cap Services (46.46) 0.85% 47.17 15.27%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (44.5) 0.84% 0 -7.89%
Ashok Leyland Ltd. Mid Cap Automobile (96.82) 0.83% 21.5 26.33%
LTIMindtree Ltd. Large Cap Technology (36.96) 0.83% 33.85 6.16%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.94) 0.83% 56.26 29.99%
City Union Bank Ltd. Small Cap Financial (25.02) 0.82% 0 23.44%
Pfizer Ltd. Small Cap Healthcare (54.75) 0.76% 0 9.17%
Emami Ltd. Small Cap Consumer Staples (59.05) 0.76% 27.68 26.59%
CreditAccess Grameen Ltd. Mid Cap Financial (25) 0.75% 17.31 52.77%
Eris Lifesciences Ltd. Small Cap Healthcare (54.75) 0.74% 30 42.75%
Kajaria Ceramics Ltd. Small Cap Materials (52.98) 0.7% 45.09 8.71%
Aavas Financiers Ltd. Small Cap Financial (9.86) 0.69% 25.84 -13.5%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 0.68% 48.39 61.86%
La Opala RG Ltd. Small Cap Materials (39.92) 0.67% 28.35 -7.08%
Aarti Industries Ltd. Small Cap Chemicals (61.41) 0.67% 61.31 33.92%
PNC Infratech Ltd. Small Cap Construction (32.89) 0.65% -22.68 -43.81%
NHPC Ltd. Mid Cap Energy (27.25) 0.56% 24.05 107.8%
Lupin Ltd. Mid Cap Healthcare (132.95) 0.55% 167.31 197.56%
MTAR Technologies Ltd. Small Cap Capital Goods (51.36) 0.53% 68.01 6.15%
Praj Industries Ltd. Small Cap Capital Goods (58.87) 0.53% 33.07 48.49%
SRF Ltd. Large Cap Diversified (37.2) 0.4% 51.35 4.83%
One97 Communications Ltd. Mid Cap Services (71.98) 0.4% -23.92 -40.15%
MOIL Ltd. Small Cap Metals & Mining (10.05) 0.23% 22.2 98.68%

Market Cap

Allocation
Others 0.34

Sector Allocation

Financial

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 364-D 07/03/2024 Financial 0.16% 0%
Reserve Bank of India% 364-D 06/02/2025 Financial 0.16% 0%
Clearing Corporation of India Others 0.02% 0%

Market Cap

Allocation
Others 3.9

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.9% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for UTI Mid Cap Fund?

The top holdings of this fund are The Phoenix Mills Ltd., Bharat Electronics Ltd., Coforge Ltd., Persistent Systems Ltd., The Federal Bank Ltd.

Top 5 Sector for UTI Mid Cap Fund?

The major sectors of this fund are Financial, Automobile, Healthcare, Technology, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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