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CASPeR Ranking #142
UTI Mid Cap Fund Regular Plan Growth
NAV (Fri Sep 06 2024)
₹319
Returns (Since Inception)
20.05%
Category Average
24.14%
Rating
2
Allocation and Holdings
Asset class
Weightage
Consumer Cyclical
2.27%
Real Estate
2.17%
Energy
2.06%
Technology
3.81%
Industrials
5.46%
Healthcare
1.78%
Financial Services
1.76%
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Overall rating
Scheme Information
Fund name
UTI Mid Cap Fund Regular Plan Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹12646.34 Cr
ISIN
INF789F01810
Inception Date
Apr 07 2004
Standard Deviation
13.631
Beta
0.86
Sharpe Ratio
1.08
Benchmark
IISL Nifty Midcap 150 TR INR
Expense Ratio
1.720%
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
₹12646.34 Cr
Website
https://www.utiwms.comPopular Equity funds
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frequently asked questions
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What is the current NAV of UTI Mid Cap Fund Regular Plan Growth?
The NAV of UTI Mid Cap Fund Regular Plan Growth is ₹319 as of Fri Sep 06 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of UTI Mid Cap Fund Regular Plan Growth?
Ankit Agarwal is the current fund manager of UTI Mid Cap Fund Regular Plan Growth as on Sun Sep 08 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of UTI Mid Cap Fund Regular Plan Growth?
The Expense Ratio of UTI Mid Cap Fund Regular Plan Growth is 172.00% as of Sun Sep 08 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 172.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of UTI Mid Cap Fund Regular Plan Growth?
The minimum Systematic Investment Plan (SIP) amount required for UTI Mid Cap Fund Regular Plan Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in UTI Mid Cap Fund Regular Plan Growth?
To initiate a lump sum investment in UTI Mid Cap Fund Regular Plan Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the UTI Mid Cap Fund Regular Plan Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of UTI Mid Cap Fund Regular Plan Growth is classified as Very High Risk.
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What is the category of UTI Mid Cap Fund Regular Plan Growth?
The category of the UTI Mid Cap Fund Regular Plan Growth is Equity.
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