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Uti Mid Cap Fund Idcw Direct Plan
NAV (Mar 27,2024)
UTI Mid Cap Fund - IDCW - Direct Plan is a popular investment option. With an expense ratio of 0.79%, it offers attractive returns. The PE ratio stands at 51.59, and the PB ratio at 8.43, indicating good value. The scheme has an AUM of ₹9,788.74 crore and a minimum investment requirement of ₹5,000. With no lock-in period, investors enjoy flexibility. Established on January 1, 2013, this fund is a reliable choice for investors seeking long-term growth.
Uti Mid Cap Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Uti Mid Cap Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio51.59
- P/B Ratio8.43
- Alpha-0.02
- Beta0.83
- Sharpe0.19
- Sortino0.30
Fund Overview
0.79%
0%
No Lock-in
₹ 9788.74 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,243.76 (2.44%) | ₹ 11,026.27 (10.26%) | ₹ 14,496.32 (44.96%) | ₹ 17,843.24 (78.43%) | ₹ 26,216.05 (162.16%) |
₹ 30,000 | ₹ 30,731.28 (2.44%) | ₹ 33,078.81 (10.26%) | ₹ 43,488.96 (44.96%) | ₹ 53,529.72 (78.43%) | ₹ 78,648.15 (162.16%) |
₹ 50,000 | ₹ 51,218.8 (2.44%) | ₹ 55,131.35 (10.26%) | ₹ 72,481.6 (44.96%) | ₹ 89,216.2 (78.43%) | ₹ 1,31,080.25 (162.16%) |
₹ 80,000 | ₹ 81,950.08 (2.44%) | ₹ 88,210.16 (10.26%) | ₹ 1,15,970.56 (44.96%) | ₹ 1,42,745.92 (78.43%) | ₹ 2,09,728.4 (162.16%) |
₹ 1,00,000 | ₹ 1,02,437.6 (2.44%) | ₹ 1,10,262.7 (10.26%) | ₹ 1,44,963.2 (44.96%) | ₹ 1,78,432.4 (78.43%) | ₹ 2,62,160.5 (162.16%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- NET CURRENT ASSETS2.85%
- EQ FEDERAL BANK LTD2.41%
- EQ BHARAT FORGE LTD2.31%
- EQ TUBE INVESTMENTS OF INDIA LTD2.30%
- EQ COFORGE LTD2.26%
- EQ BHARAT ELECTRONICS LTD2.16%
- EQ ALKEM LABORATORIES LTD2.10%
- EQ POLYCAB INDIA LTD2.05%
- EQ PHOENIX MILLS LTD2.03%
- EQ SHRIRAM FINANCE LTD2.01%
- EQ PERSISTENT SYSTEMS LTD2.00%
- EQ ASTRAL LTD1.86%
- EQ J K CEMENT LTD1.81%
- EQ ENDURANCE TECHNOLOGIES LTD1.70%
- EQ APL APOLLO TUBES LTD1.64%
- EQ ASHOK LEYLAND LTD1.58%
- EQ MAX FINANCIAL SERVICES LTD1.53%
- EQ JUBILANT FOODWORKS LTD1.53%
- EQ SCHAEFFLER INDIA LTD1.52%
- EQ GRINDWELL NORTON LTD1.48%
- EQ SUNDRAM FASTENERS LTD1.45%
- EQ OIL INDIA LTD1.40%
- EQ BALKRISHNA INDUSTRIES LTD1.39%
- EQ SYNGENE INTERNATIONAL LTD1.39%
- EQ DR LAL PATHLABS LTD1.38%
- EQ PAGE INDUSTRIES1.36%
- EQ MOTHERSON SUMI WIRING INDIA LT1.33%
- EQ INDIAN BANK1.31%
- EQ MPHASIS LTD1.28%
- EQ KARUR VYSYA BANK LTD1.27%
- EQ COROMANDEL INTERNATIONAL LTD1.25%
- EQ PB FINTECH LTD1.24%
- EQ L&T TECHNOLOGY SERVICES LTD1.22%
- EQ GUJARAT GAS LTD1.19%
- EQ CHOLAMANDALAM INVESTMENT & FIN1.16%
- EQ UNITED BREWERIES LTD1.13%
- EQ M INDIA LTD1.12%
- EQ CROMPTON GREAVES CONSUMER ELEC1.12%
- EQ ICICI LOMBARD GENERAL INSURANC1.10%
- EQ SUNDARAM FINANCE LTD1.10%
- EQ SUPREME INDUSTRIES LTD1.09%
- EQ NHPC LTD1.08%
- EQ RAMCO CEMENTS LTD1.08%
- EQ ORACLE FINANCIAL SERVICES SOFT1.06%
- EQ VOLTAMP TRANSFORMERS LTD1.06%
- EQ VOLTAS LTD1.03%
- EQ APOLLO HOSPITALS ENTERPRISE LT1.02%
- EQ AJANTA PHARMA LTD1.02%
- EQ COMPUTER AGE MANAGEMENT SERV1.02%
- EQ CIE AUTOMOTIVE INDIA LTD1.01%
- EQ LTIMindtree Limited1.01%
- EQ ONE WAM LIMITED1.00%
- EQ METRO BRANDS LTD1.00%
- EQ VEDANT FASHIONS LTD0.99%
- EQ CITY UNION BANK0.97%
- EQ P I INDUSTRIES LTD0.97%
- EQ KAJARIA CERAMICS LTD0.95%
- EQ MUTHOOT FINANCE LTD0.95%
- EQ EMAMI LTD0.94%
- EQ BIOCON LTD0.94%
- EQ CESC LTD0.93%
- EQ WHIRLPOOL OF INDIA LTD0.90%
- EQ TEAMLEASE SERVICES LTD0.84%
- EQ CREDITACCESS GRAMEEN LTD0.83%
- EQ STAR HEALTH & ALLIED INSURANCE0.82%
- EQ HERO MOTOCORP LTD0.79%
- EQ LA OPALA RG LTD0.75%
- EQ J B CHEMICALS & PHARMACEUTICAL0.73%
- EQ MTAR TECHNOLOGIES LTD0.72%
- EQ METROPOLIS HEALTHCARE LTD0.72%
- EQ AARTI INDUSTRIES LTD0.71%
- EQ AAVAS FINANCIERS LTD0.67%
- EQ IFB INDUS LTD0.66%
- EQ PFIZER LIMITED0.61%
- EQ PRAJ INDUSRIES LTD0.61%
- EQ PNC INFRATECH LTD0.55%
- EQ ERIS LIFESCIENCES LTD0.55%
- EQ MOIL LTD0.54%
- EQ V I P INDUSTRIES LTD0.53%
- EQ LUPIN LTD0.53%
- EQ SRF LTD0.43%
- EQ VARDHMAN TEXTILES LTD0.41%
- EQ INFO EDGE INDIA LTD0.26%
- DAYS T BILL0.17%
- EQ ESCORTS KUBOTA LTD0.14%
- EQ ADITYA BIRLA SUN LIFE AMC LTD0.05%
- CLEARING CORPORATION OF INDIA LTD STD MARGIN0.02%
- EQ DELDOT SYSTEMS LTD0.00%
- IT - Software8.83%
- Finance - NBFC6.05%
- Bank - Private4.66%
- Forgings3.33%
- Plastic Products2.96%
- Miscellaneous2.87%
- Textile2.76%
- Finance - Others2.53%
- Cycles2.30%
- Cable2.05%
- Insurance1.92%
- Auto Ancillary1.70%
- Consumer Food1.53%
- Bearings1.52%
- Abrasives1.48%
- Fasteners1.45%
- Oil Exploration1.40%
- Tyres & Allied1.39%
- Business Support1.39%
- Bank - Public1.31%
- BPO/ITeS1.28%
- Fertilizers1.25%
- Fintech1.24%
- Chemicals1.14%
- Diversified1.12%
- Electric Equipment1.06%
- Air Conditioners1.03%
- Retailing1.00%
- Glass0.75%
- Engineering0.72%
- Finance - Housing0.67%
- Automobiles-Tractors0.14%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 28.19% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 27.00% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.48% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 22.45% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.18% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 21.24% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.47% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 13.60% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 11.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 60.05% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 54.79% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 50.94% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 49.39% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 48.70% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 44.66% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 42.96% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.78% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 34.85% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 24.65% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 34.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 30.15% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.72% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.15% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.78% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 24.30% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 29.47% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.77% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 25.60% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.14% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.80% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 22.96% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 22.18% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.09% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.56% |
Fund Managers
Mr. Ankit AgarwalFund Manager
He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
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