UTI Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 9.69 | 9.34 | 11.35 |
| Average Rolling Returns(%) | 17.47 | 16.27 | 17.73 | 17.11 |
The Current NAV of UTI Mid Cap Fund - Regular Plan - Growth is ₹306.43.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Midcap 150 , as Funds portfolio is somewhat different.
UTI Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.48%
The process for redemption is
The AUM of UTI Mid Cap Fund - Regular Plan - Growth is currently ₹11,566 Crores.
The Top three stocks are Coforge, Blue Star and AU Small Fin. Bank and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 23% of fund’s portfolio respectively.
Top three sectors of UTI Mid Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and IT accounting for 47% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Mid Cap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Vishal Chopda manages the UTI Mid Cap Fund - Regular Plan - Growth Fund.
UTI Mid Cap Fund - Regular Plan - Growth current PE ratio is 43.75 and PB ratio is 6.13
The asset allocation of UTI Mid Cap Fund - Regular Plan - Growth is Stocks : 97.68%, Debt : 1.06% and Gold : 1.26%
The minimum SIP amount for UTI Mid Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Mid Cap Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year
