Uti Mid Cap Fund Regular Plan Idcw

Risk: Very High
₹ 143.78
NAV (Jul 25,2024)

UTI Mid Cap Fund - Regular Plan - IDCW is a mutual fund scheme offered by UTI with an expense ratio of 1.74%. The fund has a Price to Earnings (PE) ratio of 51.586 and a Price to Book (PB) ratio of 8.428. The scheme has an assets under management (AUM) of ₹9,788.74 crores. The minimum investment required is ₹5,000 and there is no lock-in period. The fund was established on April 7, 2004.

Uti Mid Cap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Uti Mid Cap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    51.59
  • P/B Ratio
    UM_URBAN_MONEY

    8.43
  • Alpha
    UM_URBAN_MONEY

    -0.03
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.74%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 9788.74 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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₹ 11,682.22 (16.82%)₹ 12,201.95 (22.02%)₹ 14,157.08 (41.57%)₹ 17,666.66 (76.67%)₹ 33,174.29 (231.74%)
₹ 30,000₹ 35,046.66 (16.82%)₹ 36,605.85 (22.02%)₹ 42,471.24 (41.57%)₹ 52,999.98 (76.67%)₹ 99,522.87 (231.74%)
₹ 50,000₹ 58,411.1 (16.82%)₹ 61,009.75 (22.02%)₹ 70,785.4 (41.57%)₹ 88,333.3 (76.67%)₹ 1,65,871.45 (231.74%)
₹ 80,000₹ 93,457.76 (16.82%)₹ 97,615.6 (22.02%)₹ 1,13,256.64 (41.57%)₹ 1,41,333.28 (76.67%)₹ 2,65,394.32 (231.74%)
₹ 1,00,000₹ 1,16,822.2 (16.82%)₹ 1,22,019.5 (22.02%)₹ 1,41,570.8 (41.57%)₹ 1,76,666.6 (76.67%)₹ 3,31,742.9 (231.74%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.50%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.39%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.10%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.92%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

61.69%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

57.08%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

44.66%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

43.07%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.46%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

30.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

32.66%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.16%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.31%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.10%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.61%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

29.98%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.42%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.36%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.28%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.34%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

Show all Funds

Fund Managers

AA

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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Compare with similar Funds

UTI Mid Cap Fund - Regular Plan - IDCW

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UTI Mid Cap Fund - Regular Plan - IDCW

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UTI Mid Cap Fund - Regular Plan - IDCW

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Motilal Oswal Midcap Fund - Regular Plan - Growth

UTI Mid Cap Fund - Regular Plan - IDCW

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Invesco India Midcap Fund - Growth

UTI Mid Cap Fund - Regular Plan - IDCW

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

UTI Mid Cap Fund - Regular Plan - IDCW

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Edelweiss Mid Cap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the UTI Mid Cap Fund - Regular Plan - IDCW?

The UTI Mid Cap Fund - Regular Plan - IDCW is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the UTI Mid Cap Fund - Regular Plan - IDCW as of Jul 25,2024?

The current NAV of the UTI Mid Cap Fund - Regular Plan - IDCW as of Jul 25,2024 is INR 143.78.

What are the returns generated by the UTI Mid Cap Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The UTI Mid Cap Fund - Regular Plan - IDCW has delivered impressive returns of 36.78% over the past year, 23.15% over the past 3 years, and 21.34% over the past 5 years.

What is the expense ratio associated with the UTI Mid Cap Fund - Regular Plan - IDCW?

The UTI Mid Cap Fund - Regular Plan - IDCW has a 1.74% expense ratio.

What is the minimum investment amount required for the UTI Mid Cap Fund - Regular Plan - IDCW?

The minimum investment amount for the UTI Mid Cap Fund - Regular Plan - IDCW is INR 5000.

Is there a systematic investment plan (SIP) available for the UTI Mid Cap Fund - Regular Plan - IDCW?

Yes, SIP is available for UTI Mid Cap Fund - Regular Plan - IDCW with a minimum investment of INR 5000 per month.

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