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UTI Mid Cap Fund-Income

Ranked 142 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Lalit Nambiar

Lalit Nambiar is a senior vice president and fund manager at UTI based in Mumbai. He runs large capitalization equity portfolios using a growth investment style. Nambiar graduated from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management from Sydenham Institute of Management, Mumbai University. He is also CFA Charterholder. Away from work his interests include books.

Objective

An open-ended equity fund with the objective to provide capital appreciation by investing primarily in mid-cap stocks. The Fund would invest, at least 65% of its Net Assets in equity and equity related instruments issued by companies of the scheme which are constituents of CNX Midcap Index or S&P CNX 500.

Performance

India over : 30/06/2015 - 30/06/2018
  • Rank 142/307 Total Return
  • Rank 253/307 Standard Deviation
  • Rank 136/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.8% -3.7%
2017 42.0% 14.5% 2.4% 3.7% 16.8%
2016 3.5% -6.0% 11.3% 9.0% -9.3%
2015 6.6% 4.6% -0.4% 1.8% 0.4%
2014 90.4% 13.1% 30.1% 17.2% 10.4%
2013 9.7% -13.4% 2.0% -0.8% 25.2%
2012 41.6% 19.2% 0.5% 8.9% 8.5%
2011 -23.9% -8.2% 2.2% -4.9% -14.7%
2010 19.1% 2.2% 7.7% 12.0% -3.3%
2009 110.9% -6.5% 54.6% 31.6% 10.8%
2008 -61.2% -36.1% -11.9% -7.1% -25.8%
2007 52.6% -11.9% 14.8% 7.5% 40.4%
2006 11.9% 20.0% -22.6% 6.9% 12.6%
2005 58.7% 3.5% 9.2% 27.0% 10.5%
2004 21.6% 17.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date07/04/2004
  • Share Class size10,205Mn
  • Base currencyINR
  • ISIN INF789F01794

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).