Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
UTI Mid Cap Fund - Regular Plan
|
Very High
|
Please wait... |
1.72 |
|||
Very High
|
Please wait... |
1.41 |
||||
Very High
|
Please wait... |
1.44 |
||||
Very High
|
Please wait... |
1.61 |
||||
Very High
|
Please wait... |
1.67 |
₹12,400 Cr
1.00 (364)
5,000
--
500
6
Investment Strategy
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Dividend Taxation
6 min read•By Value Research
4 min read•By Aarati Krishnan
1 min read•By Value Research
UTI Mid Cap Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Mid Cap Fund - Regular Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Mid Cap Fund - Regular Plan is ₹305.4645 as of 14-Aug-2024.
The AUM of UTI Mid Cap Fund - Regular Plan Fund is ₹12,400 Cr as of 31-Jul-2024
The riskometer level of UTI Mid Cap Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
2.27
|
|
2.17
|
|
2.06
|
|
1.95
|
|
1.87
|
As of 31-Jul-2024, UTI Mid Cap Fund - Regular Plan had invested 98.44% in Equity, 1.42% in Cash & Cash Eq. and 0.15% in Debt See More
UTI Mid Cap Fund - Regular Plan is 20 years 4 months old. It has delivered 18.82% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
38.43%
|
20.68%
|
27.85%
|
17.77%
|
17.77%
|
18.82%
|
No, There is no lock in period in UTI Mid Cap Fund - Regular Plan.
The expense ratio of UTI Mid Cap Fund - Regular Plan is 1.72.