UTI Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 1.55 %Nav, as on 14-01-2025

  • Previous Nav

  • Net Change on 14-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -10.39 -11.56 12.66 12.32 22.38 15.95
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 Jul 30, 2005 Unrated 12.66 12.32 22.38 1.75 11,996.94
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 16.72 22.65 26.46 1.39 77,967.21
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 21.67 18.07 24.34 1.42 53,078.98
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 15.10 20.32 26.23 1.58 35,277.81
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 19.45 12.95 21.01 1.56 30,828.75
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 33.76 28.00 29.91 1.58 26,421.09

Fund Holdings as on 31-December-2024

  • EQ - COFORGE LTD

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - PB FINTECH LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - PHOENIX MILLS LTD

  • NET CURRENT ASSETS

  • EQ - AJANTA PHARMA LTD.

  • EQ - ALKEM LABORATORIES LTD

  • EQ - VOLTAS LTD.

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - BHARAT FORGE LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - BHARTI HEXACOM LTD

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - INDIAN BANK

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - J.K.CEMENT LTD

  • EQ - NMDC LTD.

  • EQ - FEDERAL BANK LTD.

  • EQ - ASTRAL LTD.

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - UNITED BREWERIES LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - MPHASIS LTD

  • EQ - INFO-EDGE (INDIA) LTD.

  • EQ - ORACLE FINANCIAL SERVICES SOFT

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - 360 ONE WAM LIMITED

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - CESC LTD.

  • EQ - PFIZER LIMITED

  • EQ - PAGE INDUSTRIES

  • EQ - SUZLON ENERGY LTD.

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - HERO MOTOCORP LTD.

  • EQ - APL APOLLO TUBES LTD

  • EQ - DR LAL PATHLABS LTD.

  • EQ - VEDANT FASHIONS LTD

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - LUPIN LTD.

  • EQ - P I INDUSTRIES LTD

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - MAX HEALTHCARE INSTITUTE LTD

  • EQ - INDUSIND BANK

  • EQ - FSN E-COMMERCE VENTURES(NYKAA)

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - IFB INDUS. LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - LIC HOUSING FINANCE LTD.

  • EQ - SONATA SOFTWARE LTD

  • EQ - TIMKEN INDIA LTD.

  • EQ - SHRIRAM FINANCE LTD

  • EQ - GRINDWELL NORTON LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - METRO BRANDS LTD

  • EQ - EMAMI LTD.

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - SUNDRAM FASTENERS LTD.

  • EQ - REC LTD

  • EQ - GUJARAT GAS LTD

  • EQ - TATA COMMUNICATIONS LTD.

  • EQ - ONE 97 COMMUNICATIONS LTD

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - GLAND PHARMA LTD.

  • EQ - PNC INFRATECH LTD

  • EQ - CIE AUTOMOTIVE INDIA LTD

  • EQ - DELHIVERY LTD.

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - LA-OPALA RG LTD.

  • EQ - BHARAT HEAVY ELECTRICALS LTD.

  • EQ - VISHAL MEGA MART LTD

  • EQ - STEEL AUTHORITY OF INDIA LTD.

  • 364 DAYS T - BILL- 06/02/2025

  • EQ - WAAREE ENERGIES LIMITED

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Bank - Private

  • Fintech

  • Hospital & Healthcare Services

  • Finance - Others

  • Cement & Construction Materials

  • Plastic Products

  • Forgings

  • Chemicals

  • Telecommunication - Service Provider

  • Bearings

  • Cable

  • Construction - Real Estate

  • Steel & Iron Products

  • Miscellaneous

  • Textile

  • Electric Equipment

  • Auto Ancillary

  • Air Conditioners

  • Cycles

  • Finance - Housing

  • Consumer Durables - Electronics

  • Consumer Food

  • Fertilizers

  • Bank - Public

  • Business Support

  • Mining & Minerals

  • Engineering - Industrial Equipments

  • Depository Services

  • Breweries & Distilleries

  • Insurance

  • Retailing

  • BPO/ITeS

  • Defence

  • Power Generation/Distribution

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Pesticides & Agrochemicals

  • e-Commerce

  • Abrasives

  • Household & Personal Products

  • Fasteners

  • Gas Transmission/Marketing

  • Finance Term Lending

  • Ceramics/Marble/Granite/Sanitaryware

  • Professional Services

  • Engineering - Construction

  • Courier Services

  • Glass

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Fund Manager

  • Education:B.Tech,PGDM(General Management)
  • Experience:12
  • Basic Details:He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
  • Funds Managed:
  • UTI Innovation Fund
  • UTI Mid Cap Fund
  • UTI Small Cap Fund
  • UTI Mid Cap Fund
  • UTI Small Cap Fund

  • Cash

  • Deposits

  • Equity

  • SOV

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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 30-Jul-2005 and currently has an AUM of ₹11,996.94 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 up ₹4.36(1.55%)yesterday to ₹284.8629.

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

The UTI Mid Cap Fund is managed by Ankit Agarwal .

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