UTI Mid Cap Fund-Growth Option- Direct

UTI Mid Cap Fund-Growth Option- Direct of UTI Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.38

Age

NA Years

Fund Manager

Lalit Nambiar

AuM (Rs Crores)

3537.2895

Asset Class

Mid-Small Cap

Net Asset Value:

102.6071

Rating

3

Exit Load

0.01

Fund Type

Mid & Small cap

SEBI Category

Mid Cap Fund

Turnover Ratio(Monthly)

34.42%

Fund Manager Details:

Lalit Nambiar B.Com.,MMS and CFA., B.Com., MMS, CFA Prior to joining UTI AMC (Since Aug -28),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

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.

Top Holdings:

  • Finance (1.8)
  • Auto Ancillaries (8.3)
  • Chemicals (6.7)
  • Tyres (5.67)
  • Banks (5.9)
  • FMCG (4.83)
  • Power Generation & Distribution (4.55)
  • IT - Software (4.27)
  • Castings
  • Forgings & Fastners (4.13)
  • Automobile (3.99)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition