Mutual Fund- 

UTI Mid Cap Fund

By Rajendra

Oct 10, 2022

image source -Unsplash

Scheme Analysis

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UTI Mid Cap Fund

Category 

Mid Cap 

Inception

Apr 7, 2004

Benchmark

Nifty MidCap 150

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AUM  - 7,252 Cr

Fund Manager

Ankit Agarwal

A true-to-label mid-cap fund with a focus on scalable business models and long growth runway

Top 5 Holding

Bajaj Finance

ICICI Bank

HDFC Bank

Infosys

Kotak Bank

6.06

5.59

4.26

4.09

3.92

Total  -18.64

Fund shall comprise of high quality businesses that have an ability to show strong growth

Capital Good

Financial Service

Automobile

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Top 5 Sector -

17.63

16.67

16.15

9.42

9.19

Healthcare

Consumer Durable

The Fund pursues a bottom-up process for stock selection and has a blend approach for both value and growth style

The Fund maintains a well-diversified portfolio & follows a patient approach towards companies in the portfolio

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

2.73$

25.70%

13.53%