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UTI - Mid Cap Fund Rating (source: Value Research)

NAV as on 16/05/2012 for

Rs. 29.340-0.12 (0.41%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview
  • Performance
  • Portfolio
  • Fund Manager
  • Scheme Documents
  • Fees
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • An open-ended equity fund with the objective to provide 'Capital appreciation' by investing primarily in mid cap stocks.
Investment Information
Fund type
Open ended
Date of Inception
07/04/2004
Investment Plan
Growth Retail
Fund size (Rs.Cr)
292.73 (as of 30th Apr 2012 )
Number of investors
75907 (as of 30th Apr 2012 )
Min. Investment
5000
Last Dividend
N.A.
Bonus
N.A.
Options Available

SIP & SWP & Trigger

Fund Managers
Fund Manager

Mr. Anoop Bhaskar is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune.

He has over 16 years of experience in the Finance & Research. Mr. Bhaskar has assumed the role of Head - Equity at UTI AMC since April, 2007.

Fund Manager's View
Who Should Invest
  1. A diviersified mid-cap oriented fund with aggresive-style of funds management is suitable for informed investors
Performance (as of 31st Mar 2012)

Absolute Returns

Period Returns (%)
2009-2010 129.82
2010-2011 6.99
2011-2012 -1.20
Since Inception 16.27
View detailed performance

Portfolio (as of 17th May 2012)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
9.00 50.00 41.00

View complete asset allocation

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Apr 2012)
Asset Allocation (as of 30th Apr 2012)

Market Capitalisation (%)

Large Mid Small
9.00 50.00 41.00
Detailed Portfolio (as of 30th Apr 2012)
Equity % to NAV
EICHER MOTORS LTD 6.80
COROMANDEL INTERNATIONAL LTD. 1.94
PRISM CEMENT LTD. 2.10
UNION BANK OF INDIA 2.20
ARVIND LTD. 2.37
WABCO INDIA LTD. 2.67
RALLIS INDIA LTD. 2.76
SUPREME INDUSTRIES LTD. 2.77
INDUS IND BANK LTD. 3.68
BAJAJ ELECTRICALS LTD. 2.02
KAVERI SEED CO LTD. 2.84
SHASUN PHARMACEUTICALS LTD. 1.36
BANK OF BARODA 2.05
NCA 5.42
AKZO NOBEL INDIA LTD. 1.34
SUPREME INFRASTRUCTURE INDIA LTD. 1.38
AVENTIS PHARMA LTD 1.44
FUTURE CAPITAL HOLDINGS LTD. 1.46
MOIL LTD. 1.47
TORRENT PHARMACEUTICALS LTD. 1.48
D.B.CORP LTD. 1.53
LUPIN LTD. 1.89
OTH 31.10
GUJARAT PIPAVAV PORT LTD. 1.57
SUN PHARMA ADVANCED RESEARCH CO LTD. 1.92
CADILA HEALTHCARE LTD. 1.90
OBEROI REALTY LIMITED 1.85
C E S C LTD. 1.82
SRF LTD. 1.80
MRF LTD. 1.72
BHARAT FORGE LTD. 1.72
CLARIANT CHEMICALS (INDIA) LTD. 1.63
Fund Manager - Biography
Fund Manager

Mr. Anoop Bhaskar

He has over 16 years of experience in the Finance & Research. Prior to joining UTI AMC, Mr. Bhaskar has worked with Sundaram Asset Management, Chennai as Head-Equity, Templeton Asset Management as Senior Research Analyst, Shriram Financial Services Ltd. as Manager-Investments, Brisk Financial Services and Cross Borders Finance & Project. Mr. Bhaskar has assumed the role of Head- Equity at UTI AMC since April, 2007.

Download Fund Documents
Load Structure
Entry Load Holding Period Exit Load
NIL < 1Year 1%
NIL >= 1Year NIL
Our 3 step
online application process
1
Register at invest@uti to buy funds online.
2
Fill up the online application form and make payments online.
3
Print and sign the form and send it with required documents at our nearest office or our executive will come and collect them
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Disclaimer:
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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