FAQ : UTI Mid Cap Fund - Regular Plan - Growth

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(%) 36.98 20.29 21.58 14.02
Average Rolling Returns(%) 21.46 20.50 17.53 17.48

The Current NAV of UTI Mid Cap Fund - Regular Plan - Growth is ₹249.94.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.

UTI Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.76%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Mid Cap Fund - Regular Plan - Growth is currently ₹10,047 Crores.

The Top three stocks are Phoenix Mills, Bharat Electronics and Coforge and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 12% and 22% of fund’s portfolio respectively.

Top three sectors of UTI Mid Cap Fund - Regular Plan - Growth fund are BFSI, IT and Auto accounting for 43% 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.

Ankit Agarwal manages the UTI Mid Cap Fund - Regular Plan - Growth Fund.

UTI Mid Cap Fund - Regular Plan - Growth current PE ratio is 50.13 and PB ratio is 8.47

The asset allocation of UTI Mid Cap Fund - Regular Plan - Growth is Stocks : 95.79%, Debt : 4.24% and Gold : 0%

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

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