Comprehensive analysis of UTI-Mid Cap Fund - Direct (IDCW) (16202) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has underperformed its benchmark by 4.52% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Polycab India Ltd | Cables | 2.33% |
| Phoenix Mills Ltd | Realty | 2.13% |
| J K Cements Ltd | Cement | 2.12% |
| Coforge Ltd | IT - Software | 2.07% |
| Persistent Systems Ltd | IT - Software | 1.96% |
| Max Financial Services Ltd | Finance | 1.92% |
| Indian Bank | Banks | 1.92% |
| Ajanta Pharma Ltd | Pharmaceuticals | 1.89% |
| Dixon Technologies (India) Ltd | Consumer Durables | 1.85% |
| Schaeffler India Ltd | Bearings | 1.84% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 20.91% | 0.93% | 25.28% |
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