UTI Mid Cap Fund - Growth - Direct Plan

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  • Net Change on 04-11-2025

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI Mid Cap Fund-Growth Option- Direct 3.53 4.75 3.05 17.71 23.79 19.15
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 Unrated 3.05 17.71 23.79 0.91 11,666.34
HDFC Mid Cap Fund -Direct Plan - Growth Option Jan 01, 2013 9.18 26.41 30.62 0.72 84,854.73
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 8.10 23.35 28.59 0.37 58,299.59
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.17 25.86 30.53 0.75 39,328.98
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 2.19 26.55 34.12 0.71 34,748.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 6.74 20.05 23.11 0.56 31,146.94

Fund Holdings as on 31-October-2025

  • EQ - POLYCAB INDIA LTD

  • EQ - PHOENIX MILLS LTD

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - INDIAN BANK

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - COFORGE LTD

  • EQ - FEDERAL BANK LTD.

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - J.K.CEMENT LTD

  • EQ - AJANTA PHARMA LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - APL APOLLO TUBES LTD

  • EQ - PB FINTECH LTD

  • EQ - BLUE STAR LIMITED

  • EQ - ALKEM LABORATORIES LTD

  • NET CURRENT ASSETS

  • EQ - P I INDUSTRIES LTD

  • EQ - HERO MOTOCORP LTD.

  • EQ - SUZLON ENERGY LTD.

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - BHARTI HEXACOM LTD

  • EQ - MPHASIS LTD

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - AU SMALL FINANCE BANK LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - ITC HOTELS LTD.

  • EQ - GE VERNOVA T & D INDIA LTD

  • EQ - SHRIRAM FINANCE LTD

  • EQ - ASTRAL LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - NMDC LTD.

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - SWIGGY LTD

  • EQ - BHARAT FORGE LTD.

  • EQ - TORRENT POWER LTD.

  • EQ - BSE LTD

  • EQ - HINDUSTAN PETROLEUM CORPN. LTD

  • EQ - PFIZER LIMITED

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - TIMKEN INDIA LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - BERGER PAINTS INDIA LTD.

  • EQ - INFO-EDGE (INDIA) LTD.

  • EQ - GRINDWELL NORTON LTD.

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ - DR LAL PATHLABS LTD.

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - HDB FINANCIAL SERVICES LIMITED

  • EQ - OBEROI REALTY LIMITED

  • EQ - LUPIN LTD.

  • EQ - GLENMARK PHARMACEUTICALS LTD.

  • EQ - IDFC FIRST BANK LTD

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - DELHIVERY LTD.

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - GLAND PHARMA LTD.

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - ASTER DM HEALTHCARE LTD

  • EQ - GUJARAT GAS LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ- GLOBAL HEALTH LTD.

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - PNC INFRATECH LTD

  • EQ - METRO BRANDS LTD

  • EQ - HEXAWARE TECHNOLOGIES LTD.

  • EQ - 360 ONE WAM LIMITED

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - REC LTD

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - NAVIN FLUORINE INTERNATIONAL L

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - MARICO LTD

  • EQ - EMAMI LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - SRF LTD.

  • EQ - IFB INDUS. LTD.

  • EQ - INDUSIND BANK

  • EQ - VEDANT FASHIONS LTD

  • EQ - BANK OF MAHARASHTRA

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - NIPPON LIFE INDIA ASSET MANAGE

  • EQ - CLEAN SCIENCE & TECHNOLOGY LTD

  • EQ - JINDAL STAINLESS LTD.

  • EQ - LA-OPALA RG LTD.

  • EQ - URBAN COMPANY LIMITED

  • EQ - NATIONAL SECURITIES DEPOSITORY LIMITED

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Auto Ancillary

  • Finance - NBFC

  • Electric Equipment

  • Cement & Construction Materials

  • Construction - Real Estate

  • Finance - Others

  • Bearings

  • Cable

  • Consumer Durables - Electronics

  • Chemicals

  • Hospital & Healthcare Services

  • Plastic Products

  • Miscellaneous

  • Bank - Public

  • e-Commerce

  • Textile

  • Steel & Iron Products

  • Fintech

  • Automobile Two & Three Wheelers

  • Mining & Minerals

  • Pesticides & Agrochemicals

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Telecommunication - Service Provider

  • Fertilizers

  • Forgings

  • Defence

  • Power Generation/Distribution

  • Refineries

  • Paints

  • Abrasives

  • BPO/ITeS

  • Ceramics/Marble/Granite/Sanitaryware

  • Retailing

  • Logistics

  • Gas Transmission/Marketing

  • Depository Services

  • Engineering - Construction

  • Tyres & Allied

  • Finance Term Lending

  • Professional Services

  • Finance - Stock Broking

  • Household & Personal Products

  • Business Support

  • Finance - Asset Management

  • Glass

  • Edible Oil

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  • Cash

  • Deposits

  • Equity

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About UTI Mid Cap Fund

Scheme Analysis

UTI Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to UTI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹12,101.13 crore. UTI Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of UTI Mid Cap Fund ended down ₹-1.99(-0.58%)yesterday to ₹343.1571.

Among its top 3 holdings the fund has exposure to EQ - POLYCAB INDIA LTD, and

The UTI Mid Cap Fund is managed by Vishal Chopda .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com