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UTI Mid Cap Fund(IDCW)

IDCW
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,029 Cr
Very High RiskPrinciple investment will be at very high risk
172.030.47% (+0.80)

Price Chart

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Returns
0.00%
1M
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EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,029 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8956.671.70
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.131.72

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
UTI Mid Cap Fund(IDCW)33.01%19.48%17.61%
HDFC Mid-Cap Opportunities Fund(IDCW)27.13%19.89%14.62%
Kotak Emerging Equity Fund(IDCW-Payout)42.35%24.70%18.02%
Nippon India Growth Fund(IDCW)29.76%21.52%11.74%

Price Comparison

Compare UTI Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Compare UTI Mid Cap Fund(IDCW) with any MF, ETF, stock or index
UTI Mid Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
DepositsTreasury BillsCash & EquivalentsEquity0.01%0.14%3.55%96.30%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+34 moreAuto PartsHome Electronics & AppliancesPharmaceuticalsOthersIT Services & Consulting60.04 %6.32 %6.48 %7.12 %9.81 %10.22 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 247.25%9.09%10.13%8.60%9.16%10.22%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Coforge Ltd
    COFORGE
    3M change : 0.69 %

    Holdings

    2.67 %

    0.69 %
  • Persistent Systems Ltd
    PERSISTENT
    3M change : 0.16 %

    Holdings

    2.21 %

    0.16 %
  • Phoenix Mills Ltd
    PHOENIXLTD
    3M change : -0.07 %

    Holdings

    2.16 %

    -0.07 %

AMC Profile

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

  • No.of Schemes

    66

  • Total AUM

    ₹ 2,18,294.76 Cr.

Fund Manager Profile

Ankit Agarwal

AUM:  ₹17,522.20 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Qualification

B.Tech,PGDM(General Management)

Past Experience

He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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