UTI-Mid Cap Fund (Equity, Mid Cap)

113.36
20.22%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.30%
13 yrs 9 months07 Apr 2004
₹ 4169.28 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
36.24
1 Month
2.79
3 Month
9.23
1 YR
32.87
2 YR
21.23
3 YR
15.47
TenureReturns (CAGR)
1 YR
33.04
2 YR
25.59
3 YR
19.44
5 YR
26.78
10 YR
22.7

Portfolio

Company Name% Assets
Mahindra & Mahindra Financial Services Ltd.4.24
Escorts Ltd.3.9
Bharat Forge Ltd.3.8
NCC Ltd.3.43
Torrent Power Ltd.3.08
National Aluminium Co. Ltd.3.06
Tata Chemicals Ltd.2.93
Indraprastha Gas Ltd.2.93
Container Corpn. Of India Ltd.2.85
Exide Industries Ltd.2.81

Top Sectoral Holdings

Sector Name% Assets
Automobile16.78
Financial12.81
Chemicals11.3
FMCG10.33
Construction8.91
Energy8.68
Engineering5.52
Metals5.38
Services4.34
Cons Durable4.13

Indicators

Portfolio turnover ratio27
Standard Deviation14.63%
Beta0.94%
Sharpe Ratio0.76

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.

Other Funds Managed by Lalit Gopalan Nambiar

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