UTI-Mid Cap Fund (Equity, Mid Cap)

Moderately High
13 yrs 11 monthsStarted on:07 Apr 2004
₹ 4208.39 Cras on: 16 Feb 2018
Long Term Horizon
2.27%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.75
1 YR23.64
2 YR26.49
3 YR12.78

SIP Returns

TenureReturns (CAGR)
1 YR16.2
2 YR19.58
3 YR16.48
5 YR24.24
10 YR22.06

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd.4.46
Escorts Ltd.4.37
Bharat Forge Ltd.3.9
NCC Ltd.3.4
Torrent Power Ltd.3.05
Exide Industries Ltd.3.04
Container Corpn. Of India Ltd.3.01
Tata Chemicals Ltd.2.88
National Aluminium Co. Ltd.2.8
Indraprastha Gas Ltd.2.72

Top Sectoral Holdings

Sector Name% Assets
Automobile17.37
Financial13.68
Chemicals10.73
FMCG10.28
Energy9.07
Construction7.52
Engineering6.65
Cons Durable4.13
Services4.09
Metals4

Indicators

LabelValue
Portfolio turnover ratio41
Standard Deviation14.94%
Beta0.93%
Sharpe Ratio0.72

Lalit Gopalan Nambiar

Mr. Nambiar is a B. Com (H), MMS and CFA.
Prior to joining UTI AMC, he has worked with SBI Capital Markets Ltd., UTI Sec Ltd. and IIT Investrust Ltd.
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