3 Year return
19.55%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹12646.34 Cr.
Expense Ratio
0.89% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
AA
Ankit Agarwal
Fund Manager since Sep 2023
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Midcap Fund |
37.03% |
4.5 |
Quant Mid Cap Fund |
28.76% |
4 |
Edelweiss Mid Cap Fund |
27.12% |
3 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
About UTI Mid Cap Fund Growth Direct
UTI Mid Cap Fund Growth Direct is an open-ended equity mutual fund scheme offered by UTI Mutual Fund. Since it predominantly invests in mid cap stocks, which belong to companies that rank from 101 to 250 in terms of full market capitalisation, it is categorised as a mid cap mutual fund. These companies may have a higher growth potential than large cap companies, but their stock prices also display a higher volatility. The UTI Mid Cap Fund Growth Direct attempts to manage this increased risk by diversifying its portfolio.
Investment Objective of the Scheme
UTI Mid Cap Fund Growth Direct aims to generate capital growth over the long term by tapping into the growth opportunities presented by mid cap stocks. It adopts a mix of both value and growth investing, with a slight bias towards the latter, thereby aiming to give investors the benefit of capital appreciation.
Key Features of The Fund
5-year return | 28.85% |
Expense Ratio | 0.89% |
Fund Manager | Ankit Agarwal |
Fund Size | ₹12646.34 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you want to improve the earning potential of your investment portfolio and are willing to take on slightly higher risk levels than those posed by large cap stocks, the UTI Mid Cap Fund Growth Direct could be a good fund choice to consider. The scheme may also be ideal for you if your investment horizon is 5 years or longer.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Planning Tool at You Fingertips Now – SIP Calculator
FAQs
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How do I invest in UTI Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.