UTI Mid Cap Fund Regular Plan Growth
Medium
Risk
Equity
Mid Cap Fund
+
19.60
%
19.60
%
3Y annualised
+
0.27
%
0.27
%
1D
1M
6M
1Y
3Y
All
Fund size
10072
NAV:
Mar 7, 2024
252.582
Sector
Tech
Type
Equity
Launched
Apr 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Tube Investments of India Ltd Ordinary Shares
2.46
%
Bharat Forge Ltd
2.24
%
The Federal Bank Ltd
2.21
%
Persistent Systems Ltd
2.2
%
Coforge Ltd
2.18
%
Phoenix Mills Ltd
2.13
%
Bharat Electronics Ltd
2.12
%
Shriram Finance Ltd
2.08
%
JK Cement Ltd
2.03
%
Alkem Laboratories Ltd
1.96
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
UTI Mid Cap Fund Regular Plan Growth
More details
Investment objective
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap
companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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