CASPeR Ranking #143
UTI Mid Cap Fund Regular Plan Growth
NAV (Tue Nov 19 2024)
₹294
Returns (Since Inception)
14.86%
Category Average
19.59%
Rating
2
Allocation and Holdings
Asset class
Weightage
Technology
4.57%
Industrials
4.00%
Healthcare
3.91%
Real Estate
2.01%
Financial Services
3.87%
Consumer Cyclical
1.92%
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4.5Overall rating
Scheme Information
Fund name
UTI Mid Cap Fund Regular Plan Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹11894.38 Cr
ISIN
INF789F01810
Inception Date
Apr 07 2004
Standard Deviation
14.361
Beta
0.88
Sharpe Ratio
0.787
Benchmark
IISL Nifty Midcap 150 TR INR
Expense Ratio
1.750%
Exit Load
Less than one year - 1%. Greater than or equal to one year - Nil
Risk
Very High Risk
Investment Objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Ankit Agarwal
About the AMC
UTI Asset Management Co Ltd
Phone Number
+91-22-6678 6666Email Address
pms_care@uti.co.inCorporate Office Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051Overall AUM
₹11894.38 Cr
Website
https://www.utiwms.com
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