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UTI - Mid Cap Fund

Rating (source: Value Research)
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:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    3828.81 (as of 31st Aug 2017)

  • NUMBER OF INVESTORS:

    354220 (as of 31st Aug 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
A diviersified mid-cap oriented fund with aggresive-style of funds management is suitable for informed investors

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. 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.

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 34.92
2015-2016 7.01
2016-2017 15.95
Since Inception 19.61

You can view portfolio, fees, document and more on the full website

Other facilities available on www.utimf.com (desktop version)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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