3 Year return

20.21%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹12029.01 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.

Ratings

ARQ Rating
2

Ratings by other agencies

3
3
3

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

Holdings

UTI Mutual Fund Managers

AA

Ankit Agarwal

Fund Manager since Sep 2023

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹342,690.24 Cr.
No. of Schemes 254
Setup Date January 2003

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

38.21%

4.5

Edelweiss Mid Cap Fund

29.35%

3

Quant Mid Cap Fund

26.47%

4

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.56%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.56%
6.85%

About UTI Mid Cap Fund Direct Plan IDCW Reinvestment

UTI Mid Cap Fund Direct Plan IDCW Reinvestment is a mutual fund offering from UTI Mutual Funds. It is classified as mid cap fund. The scheme invests in a diversified portfolio of mid-cap companies. The fund's expense ratio is lower than the average expense ratio for mid-cap mutual funds. The fund does not have a lock-in period, so investors can redeem their money at any time. UTI Mid Cap Fund Direct Plan IDCW Reinvestment is an open-ended scheme. This means that you can buy or sell units of the fund at any time, subject to the prevailing market conditions.

Investment Objectives of the Scheme

The fund’s investment objective is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of mid-cap companies. The fund uses a bottom-up approach to identify investment opportunities. The fund manager identifies and invests in mid-cap stocks with solid fundamentals and growth prospects to deliver above-average returns.

Key Features of The Fund

5-year return 26.23%
Expense Ratio 0.89%
Fund Manager Ankit Agarwal
Fund Size ₹12029.01 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Overall, the UTI Mid Cap Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for a diversified portfolio of mid-cap companies with the potential to deliver above-average returns over the long term. However, you must evaluate your individual risk tolerance level and overall financial plans before investing in the scheme.

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 8000022 – 68990800
Email 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.

Fast-Track Your Short-Term Goals With SIPs

Need funds for that urgent purchase or dream vacation? Use our SIP calculator to fast-track your goals. From building an emergency fund to splurging on a well-deserved break, SIPs offer a systematic approach to achieving your aspirations.

FAQs

What is today's NAV of UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Mid Cap Fund Direct Plan IDCW Reinvestment Dec 20 2024 is 165.0735

What is the AUM of UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Mid Cap Fund Direct Plan IDCW Reinvestment is 12029.01 crore.

What is the expense ratio of UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Mid Cap Fund Direct Plan IDCW Reinvestment is 0.89%

What are the returns of UTI Mid Cap Fund Direct Plan IDCW Reinvestment since inception?

The UTI Mid Cap Fund Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 20.37 since inception.

What is the minimum SIP amount to invest in UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Mid Cap Fund Direct Plan IDCW Reinvestment is 500.

How do I invest in UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.