Fund Analysis

Strict, Stickler to Style

UTI Midcap has stayed true to its style by focusing majorly on mid- & small-cap stocks...

We like this fund for its style purity and discipline to stay focused as a mid- and small-cap fund despite its swinging performance. Strategy It invests in companies that are part of the CNX Midcap Index or S&P CNX 500 but not a part of BSE Sensex or Nifty, at the time of investment. Currently, those with an annual average market capitalisation of less than Rs 75 crore are excluded from this universe. The fund manager invests in mid-cap growth stocks, with value stocks finding way

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How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.

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