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Jama - UTI Mid Cap Fund


UTI Mid Cap Fund

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Equity-Mid Cap
NAV : 250.4431
(+0.9451999999999998
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)
AUM : ₹71 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.63%8.8%27.3%22.15%12.11%28.49%20.59%



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned to predominantly invest in equity and equity related securities of mid cap companies. The Fund pursues a Bottom-up approach by investing in companies with a good long-term operating track record but presently going through a temporary weak phase in business conditions. The Fund strives for stable returns through a well-diversified portfolio stance. The Fund would endeavour to invest in an investment idea through more than one stock in an effort to insulate the portfolio from market volatility. The Fund shall use Top-down approach from a risk management perspective
NAV250.4431
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio96.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,12,828₹1,12,586₹242
After 1 year₹1,22,153₹1,21,034₹1,119
After 3 years₹2,12,130₹2,06,140₹5,990
After 20 years₹1,50,43,604₹1,24,28,538₹26,15,065

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 28.49% Past 3 yr Data




Fund Objective:
Investment objective is "capital appreciation" by investing primarily in mid cap stocks.
Fund Manager:
Ankit Agarwal