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Prudential Technology Bluechip Fund
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刀塔2战队排榜
NAV as of ( Sep 09, 2022 )
₹ 213.04 0.39 % 1-D Change
Returns
19.97% p.a.
You get upto 0.82% extra returns
ET Money's Fund Report Card - UTI Mid Cap Fund
ET Money Rank
6
Out of 20
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | 6 Out of 20 |
| VRO Rating | |
| Expense ratio | 1.02% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 7,233 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Midcap 150 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About UTI Mid Cap Fund
UTI Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from
Uti Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. UTI Mid Cap Fund Direct-Growth has ₹7,233 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.02%, which is higher than what most other
Mid Cap
funds charge.
.....
- UTI Mid Cap Fund Direct-Growth returns of last 1-year are 7.20%. Since launch, it has delivered 19.98% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- UTI Mid Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund has the majority of its money invested in Financial, Automobile, Capital Goods, Healthcare, Materials sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in TI Financial Holdings Ltd., Cholamandalam Investment & Finance Co. Ltd., PI Industries Ltd., Federal Bank Ltd., Schaeffler India Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 11.55%
Mid Cap 67.93%
Small Cap 17.14%
Other Cap 0%
Allocation by Sector
Financial 15.83%
Automobile 11.92%
Capital Goods 10.7%
Healthcare 8.81%
Top Debt Holdings
Reserve Bank of India 0.15%
Stock Holding Corpn. Of India Ltd. 0.05%
Clearing Corporation of India 0.03%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Net Current Assets 3.16%
Treasury Bills 0.15%
Short Term Deposit 0.08%
Other Holdings
Others 3.16%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with mid cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Mid Cap Fund | 22.05% | ||
| PGIM India Midcap Opportunities Fund | 21.31% | ||
| Axis Midcap Fund | 18.74% | ||
| Edelweiss Mid Cap Fund | 17.15% | ||
| Kotak Emerging Equity Fund | 17.09% | ||
| Invesco India Mid Cap Fund | 16.36% | ||
| Nippon India Growth Fund | 15.72% | ||
| SBI Magnum Midcap Fund | 15.7% | ||
| ICICI Prudential Midcap Fund | 13.05% | ||
| UTI Mid Cap Fund | 14.41% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 4.02% | 4.22% | 18 / 28 |
| 3 months | 21.45% | 19.72% | 7 / 27 |
| 6 months | 12.89% | 13.34% | 15 / 25 |
| 1 year | 6.52% | 9.73% | 16 / 23 |
| 3 years | 29.89% | 28.83% | 8 / 21 |
| 5 years | 14.41% | 14.92% | 10 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
UTI Mid Cap Fund
EQUITY MID CAP
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
- Std. Dev : 23.08
- Alpha : 2.08
- Beta : 0.9
- Sharpe : 1.1
- Sortino : 1.1
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Ankit Agarwal
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
UTI Mutual Fund
TOTAL AUM:
₹2,24,279 Crs
As on Jun 30, 2022
- Phone: 0263 2296993
-
Address: 1st Floor, Signature, Office No.103
Valsad Dharampur Road
Mumbai, 396001
