
UTI Mid Cap Fund
Portfolio as of Mar 2025
Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Torrent Power | Integrated Power Utilities | 0.098 | Mar 2025 | 0.690 |
BSE | Pesticides & Agrochemicals | 0.074 | Mar 2025 | 0.510 |
Stocks exited in Mar 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
United Breweries | Breweries & Distilleries | 0.000 | 0.000 | -100 |
JSW Energy | Power Generation | 0.000 | 0.000 | -100 |
Tata Communications | Telecom - Cellular & Fixed line services | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
PI Industries | Pesticides & Agrochemicals | 0.305 | Nov 2017 | 1.490 | 47.92 |
Steel Authority of India | Iron & Steel | 0.210 | Dec 2024 | 0.940 | 32.6 |
Max Healthcare Institute | Hospital | 0.154 | Dec 2024 | 1.540 | 30.06 |
KPIT Technologies | Computers - Software & Consulting | 0.260 | Feb 2025 | 0.870 | 27.82 |
Grindwell Norton | Abrasives & Bearings | 0.568 | Feb 2021 | 1.000 | 20.26 |
Voltas | Household Appliances | 0.193 | Dec 2019 | 0.870 | 17.95 |
APL Apollo Tubes | Iron & Steel Products | 0.399 | Nov 2020 | 1.580 | 17.7 |
Dixon Technologies (India) | Consumer Electronics | 0.222 | Apr 2024 | 1.650 | 14.75 |
Page Industries | Garments & Apparels | 0.266 | Sep 2019 | 1.190 | 13.39 |
PNC Infratech | Civil Construction | 1.200 | Feb 2021 | 0.730 | 11.37 |
Pfizer | Pharmaceuticals | 0.573 | Oct 2023 | 0.990 | 11.01 |
TeamLease Services | Diversified Commercial Services | 1.925 | Dec 2019 | 0.550 | 8.43 |
Crompton Greaves Consumer Electricals | Household Appliances | 0.559 | Sep 2019 | 1.200 | 7.93 |
Sonata Software | Computers - Software & Consulting | 0.657 | Apr 2024 | 0.600 | 6.01 |
Indian Bank | Public Sector Bank | 0.264 | Jul 2023 | 1.810 | 5.96 |
Suzlon Energy | Heavy Electrical Equipment | 0.152 | Jun 2024 | 1.100 | 5.07 |
Tube Investments of India | Auto Components & Equipments | 0.336 | Sep 2017 | 1.690 | 3.98 |
Metro Brands | Footwear | 0.312 | Jan 2023 | 0.810 | 3.37 |
JK Cement | Cement & Cement Products | 0.487 | Aug 2020 | 1.740 | 3.3 |
ICICI Lombard General Insurance Company | General Insurance | 0.170 | Sep 2019 | 1.420 | 3.05 |
Endurance Technologies (CN) | Auto Components & Equipments | 0.379 | Dec 2019 | 0.980 | 2.64 |
Balkrishna Industries | Tyres & Rubber Products | 0.220 | Dec 2019 | 1.020 | 2.4 |
360 One Wam | Stockbroking & Allied | 0.284 | Oct 2023 | 0.990 | 2.29 |
Polycab India | Cables - Electricals | 0.252 | Dec 2020 | 1.830 | 1.88 |
Schaeffler India | Auto Components & Equipments | 0.326 | Feb 2021 | 1.620 | 1.19 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Jubilant FoodWorks | Restaurants | 0.310 | Sep 2019 | 1.280 | -22.64 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.233 | Nov 2021 | 1.600 | -21.89 |
Aavas Financiers | Housing Finance Company | 0.699 | Oct 2020 | 1.080 | -15.31 |
Coforge | Computers - Software & Consulting | 0.450 | Apr 2021 | 2.290 | -11.23 |
Computer Age Management Services | Depositories- Clearing Houses and Other Intermediaries | 0.551 | Dec 2023 | 0.950 | -10.8 |
Dalmia Bharat | Cement & Cement Products | 0.398 | Jun 2024 | 1.280 | -10.72 |
IFB Industries | Household Appliances | 1.289 | Mar 2012 | 0.650 | -9.3 |
Muthoot Finance | Non Banking Financial Company (NBFC) | 0.156 | Jan 2023 | 1.410 | -8.72 |
Sona BLW Precision Forgings | Auto Components & Equipments | 0.332 | Mar 2024 | 0.890 | -7.2 |
Bharat Forge | Auto Components & Equipments | 0.316 | Aug 2013 | 1.660 | -6.79 |
Persistent Systems | Computers - Software & Consulting | 0.263 | Jan 2023 | 2.130 | -4.64 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Phoenix Mills | Residential- Commercial Projects | 0.440 | Jul 2020 | 2.430 |
Solar Industries India | Explosives | 0.247 | Apr 2024 | 2.360 |
Ajanta Pharma | Pharmaceuticals | 0.651 | Nov 2023 | 2.000 |
Max Financial Services | Life Insurance | 0.520 | Jul 2018 | 1.930 |
Alkem Laboratories | Pharmaceuticals | 0.350 | Jul 2021 | 1.920 |
Coromandel International | Fertilizers | 0.333 | Mar 2017 | 1.820 |
NMDC | Industrial Minerals | 0.280 | Apr 2024 | 1.590 |
Bharti Hexacom Ltd | Telecom - Cellular & Fixed line services | 0.211 | Apr 2024 | 1.450 |
Syngene International | Healthcare Research- Analytics & Technology | 0.459 | Nov 2017 | 1.260 |
Bharat Electronics | Aerospace & Defense | 0.059 | Apr 2022 | 1.210 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.099 | Mar 2012 | 1.190 |
Mphasis | Computers - Software & Consulting | 0.266 | Mar 2015 | 1.190 |
Federal Bank | Private Sector Bank | 0.266 | Nov 2010 | 1.180 |
Astral | Plastic Products - Industrial | 0.355 | Sep 2019 | 1.160 |
Nykaa - FSN E-Commerce Ventures Ltd. | E-Retail/ E-Commerce | 0.235 | Jan 2024 | 1.130 |
Eris Lifesciences | Pharmaceuticals | 0.622 | Apr 2023 | 1.130 |
Supreme Industries | Plastic Products - Industrial | 0.260 | Dec 2023 | 1.060 |
Hero MotoCorp | 2/3 Wheelers | 0.149 | Dec 2023 | 1.040 |
Info Edge (India) | Internet & Catalogue Retail | 0.120 | Dec 2023 | 1.040 |
REC Limited | Financial Institution | 0.097 | Jun 2024 | 1.030 |
Apollo Hospitals Enterprise | Hospital | 0.112 | Oct 2019 | 1.000 |
Oberoi Realty | Residential- Commercial Projects | 0.174 | Jan 2025 | 0.970 |
LIC Housing Finance | Housing Finance Company | 0.334 | Jun 2024 | 0.970 |
L&T Technology Services | IT Enabled Services | 0.215 | Jul 2020 | 0.960 |
Dr Lal PathLabs | Healthcare Service Provider | 0.493 | Jan 2020 | 0.960 |
Lupin | Pharmaceuticals | 0.108 | Apr 2023 | 0.940 |
Timken India | Abrasives & Bearings | 0.466 | May 2024 | 0.910 |
Gujarat Gas | LPG/CNG/PNG/LNG Supplier | 0.338 | Jan 2020 | 0.900 |
Emami | Personal Care | 0.378 | Jun 2023 | 0.900 |
Motherson Sumi Wiring India | Auto Components & Equipments | 0.401 | Mar 2022 | 0.870 |
Karur Vysya Bank | Private Sector Bank | 0.545 | Nov 2017 | 0.860 |
IndusInd Bank | Private Sector Bank | 0.170 | Oct 2024 | 0.810 |
Praj Industries | Industrial Products | 0.824 | Nov 2018 | 0.790 |
Voltamp Transformers | Heavy Electrical Equipment | 1.162 | Jun 2014 | 0.790 |
Whirlpool of India | Household Appliances | 0.594 | Sep 2019 | 0.700 |
Kajaria Ceramics | Ceramics | 0.517 | Sep 2019 | 0.660 |
Aarti Industries | Specialty Chemicals | 0.489 | Nov 2021 | 0.650 |
Gland Pharma | Pharmaceuticals | 0.260 | Apr 2024 | 0.640 |
Manyavar- Vedant Fashions Ltd. | Speciality Retail | 0.342 | Feb 2022 | 0.610 |
CreditAccess Grameen | Microfinance Institutions | 0.423 | Apr 2021 | 0.600 |
Mahindra CIE Automotive | Auto Components & Equipments | 0.410 | Apr 2014 | 0.580 |
Delhivery | Logistics Solution Provider | 0.283 | Sep 2024 | 0.510 |
Berger Paints India | Paints | 0.077 | Feb 2025 | 0.420 |
La Opala Rg | Glass - Consumer | 1.692 | Mar 2014 | 0.370 |