UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth investment objective and strategy

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth ka main objective hai mid-cap companies mein nivesh karke achhe returns dena. Ye fund un investors ke liye suitable hai jo long-term growth dhoond rahe hain aur risk le sakte hain. Mukhya taur par ye fund growth-oriented hai aur iska investment style active management mein hai, jisme fund manager equity stocks ka selection karta hai. Investors jo portfolio diversification aur growth potential chahte hain, unke liye ye fund ek accha option ho sakta hai. Chaliye, aage badhte hain is fund ke risk profile aur volatility ko samajhne ke liye.

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth historical performance and returns

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth ki historical performance ko dekhte hain. Agar hum is fund ke returns ki baat karein, to 1 saal ke liye iska return 2.67% hai, jabki 3 saal ka return 15.51% aur 5 saal ka return 14.16% hai. Iske mukable, benchmark Nifty Midcap 150 TRI ka performance alag raha hai. Is fund ki consistency dekhne par pata chalta hai ki ye market volatility ke dauran bhi achha perform kar raha hai. Fund manager V. Srivatsa ki management mein, investors ne is fund se achhe returns dikhaye hain. Unka tenure ab tak 3.5 saal hai aur unhone equity stocks ka achha selection kiya hai, jo ki fund ke overall returns ko promote karta hai. Yeh ek high growth mutual fund hai jo long-term investors ke liye suitable hai, lekin market fluctuations se bachne ke liye aapko thoda cautious rehna hoga.

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth portfolio breakdown for investors

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth ka portfolio kaafi diverse hai. Is fund ke top holdings mein Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%), Sundram Fasteners Ltd. (2.9%), aur Persistent Systems Ltd. (2.7%) shaamil hain. Ye companies mid-cap segment mein strong positions rakhti hain. Sector allocation ki baat karein, to ye fund technology, manufacturing aur financial services jaise sectors mein achha exposure deta hai. Iska strategy ye hai ki ye growth-oriented sectors mein invest kare, jisse ki long-term capital appreciation ho sake. Is portfolio ka alignment UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth ki investment strategy se bilkul match karta hai, jo investors ko unke investment objective mein madad karta hai.

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth riskometer and downside risk

UTI Mutual Fund Mid Cap Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo iska high volatility dikhata hai. Ye fund un investors ke liye suitable hai jo high-risk appetite rakhte hain aur equity market ke fluctuations ko tolerate kar sakte hain. Downside risk ko samajhne ke liye, investors ko yeh pata hona chahiye ki mid-cap stocks mein market volatility ke dauran zyada fluctuations aa sakte hain. Sharpe ratio ki data available nahi hai, lekin generally, high-risk funds ko higher returns milne ki sambhavna hoti hai agar market favorable ho. Is fund mein nivesh karne se pehle, investors ko apne risk profile aur investment horizon ko dhyan mein rakhna chahiye.

• High growth potential with mid-cap stocks.
• Diversified portfolio with strong sector allocation.
• Experienced fund manager with a good track record.
• Suitable for long-term wealth creation through SIP.

• High volatility may not suit conservative investors.
• Expense ratio of 1.75% could impact returns.
• 1-year return is lower compared to historical performance.