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UTI - Mid Cap Fund

Rating (source: Value Research)

NAV as on 21/04/2017 for

Rs. 53.429-0.0703 (0.13%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
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  • Management
    Commentary
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    Portfolio
Investment Objective

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

  • Investment objective is "capital appreciation" by investing primarily in midcap stocks
Investment Information
Fund type
Open ended
Date of Inception
07/04/2004
Investment Plan
Income Retail
Fund size (Rs.Cr)
3646.31 (as of 28th Feb 2017 )
Number of investors
328286 (as of 28th Feb 2017 )
Min. Investment
5000
Last Dividend
2.5
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity).

Know More
Who Should Invest
  1. A diviersified mid-cap oriented fund with aggresive-style of funds management is suitable for informed investors
Portfolio (as of Feb 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
23.00 58.00 19.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment primarily in mid cap equity instruments
  • Moderately High Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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 28th Feb 2017)
Asset Allocation (as of 28th Feb 2017)

Market Capitalisation (%)

Large Mid Small
23.00 58.00 19.00
Detailed Portfolio (as of 28th Feb 2017)
Equity % to NAV
UPL LTD. 1.24
UJJIVAN FINANCIAL SERVICES LTD 1.45
IRB INFRASTRUCTURE DEVELOPERS LTD. 1.43
CONTAINER CORPORATION OF INDIA LTD 1.37
INDOCO REMEDIES LTD. 1.28
UNITED SPIRITS LTD. 1.27
BAJAJ CORP LTD. 1.26
TITAN COMPANY LTD. 1.19
INDUS IND BANK LTD. 1.16
TUBE INVESTMENTS OF INDIA LTD. 1.08
DECCAN CEMENTS LTD. 1.07
GUJARAT FLUOROCHEM LTD. 1.06
JSW STEEL LTD. 1.50
NCA 6.09
ARVIND LTD. 1.53
OTH 39.38
NCC LTD. 2.42
EICHER MOTORS LTD 1.52
BHARAT FORGE LTD. 3.42
ESCORTS LTD. 2.89
MPHASIS LTD 2.64
MAHINDRA & MAHINDRA FIN.SER.LTD. 3.35
INDRAPRASTHA GAS LTD 2.41
SRF LTD. 2.32
EXIDE INDUSTRIES LTD. 2.25
ENGINEERS INDIA LTD 2.07
APOLLO TYRES LTD. 1.96
FEDERAL BANK LTD. 1.90
PETRONET LNG LTD. 1.68
BRITANNIA INDUSTRIES LTD. 1.61
MRF LTD. 1.52
TATA CHEMICALS LTD. 2.68
Fund Manager - Biography
Fund Manager

Mr. Lalit Nambiar

Lalit Nambiar is Executive Vice President and Fund Manager (Equity). He is a commerce graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from Sydenham Institute of Management, Mumbai University. He also holds a CFA charter awarded to him in 2005 by the CFA Institute, USA. He began his career in June 1994, with IIT InvesTrust Limited, where, after a brief stint in investment banking, he joined their equity research team and eventually covered Banks and Consumer Staples. He joined UTI Securities Limited in 1999, where he added the Healthcare sector to his research repertoire. In Jan'04, he joined SBI Capital Markets Limited in the role of a senior analyst, covering multiple sectors while also helping mentor a team of analysts. Lalit joined UTI AMC Limited in Dec'06 as a Vice President in Securities Research. He took up portfolio responsibilities in July'07.

Existing Exit Load (As % of NAV)
Less than one year - 1%
Greater than or equal to one Year - Nil
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