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UTI Mid Cap Fund Direct Growth
+15.26%
3Y annualised
-0.73% 1D
NAV: 25 Jun '26
₹344.05
Min. for SIP
₹500
Fund size (AUM)
₹11,870.75 Cr
Expense ratio
0.92%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,861 | +3.10% | |
| 3 years | ₹1,80,000 | ₹2,03,051 | +12.81% | |
| 5 years | ₹3,00,000 | ₹4,08,510 | +36.17% | |
| 10 years | ₹6,00,000 | ₹13,66,490 | +127.75% |
Holdings (91)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Polycab India Ltd | Industrials | Equity | 2.40% |
| PB Fintech Ltd | Financial | Equity | 2.37% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.33% |
| Max Financial Services Ltd | Financial | Equity | 2.19% |
| Suzlon Energy Ltd | Industrials | Equity | 2.11% |
| Coforge Ltd | Technology | Equity | 2.04% |
| BSE Ltd | Financial | Equity | 2.01% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.94% |
| The Federal Bank Ltd | Financial | Equity | 1.87% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.85% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.77% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.73% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.68% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.65% |
| Schaeffler India Ltd | Industrials | Equity | 1.60% |
| Net Current Assets | Unspecified | Net Current Assets | 1.60% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.58% |
| Blue Star Ltd | Industrials | Equity | 1.54% |
| Persistent Systems Ltd | Technology | Equity | 1.53% |
| Bank of Maharashtra | Financial | Equity | 1.52% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.49% |
| Astral Ltd | Industrials | Equity | 1.44% |
| Info Edge (India) Ltd | Technology | Equity | 1.42% |
| SRF Ltd | Materials | Equity | 1.42% |
| Marico Ltd | Consumer Staples | Equity | 1.40% |
| Lupin Ltd | Healthcare | Equity | 1.38% |
| JK Cement Ltd | Materials | Equity | 1.37% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.35% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.32% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.32% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.30% |
| Timken India Ltd | Industrials | Equity | 1.21% |
| IDFC First Bank Ltd | Financial | Equity | 1.20% |
| GE T&D India Ltd | Industrials | Equity | 1.19% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.19% |
| Swiggy Ltd. | Technology | Equity | 1.17% |
| Grindwell Norton Ltd | Materials | Equity | 1.15% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.15% |
| Mphasis Ltd | Technology | Equity | 1.15% |
| Solar Industries India Ltd | Materials | Equity | 1.09% |
| Oil India Ltd | Energy & Utilities | Equity | 1.08% |
| Berger Paints India Ltd | Materials | Equity | 1.05% |
| Indian Bank | Financial | Equity | 1.05% |
| Steel Authority Of India Ltd | Materials | Equity | 1.03% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.02% |
| Gland Pharma Ltd | Healthcare | Equity | 0.98% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 0.95% |
| Pfizer Ltd | Healthcare | Equity | 0.95% |
| Coromandel International Ltd | Materials | Equity | 0.92% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.92% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.92% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.92% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.91% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.91% |
| Jindal Stainless Ltd | Materials | Equity | 0.91% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.91% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Global Health Ltd | Healthcare | Equity | 0.90% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.90% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.89% |
| Computer Age Management Services Ltd | Financial | Equity | 0.88% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.87% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.85% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.85% |
| Delhivery Ltd | Industrials | Equity | 0.85% |
| Navin Fluorine International Ltd | Materials | Equity | 0.83% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.83% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.82% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.81% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.81% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.78% |
| Indusind Bank Ltd | Financial | Equity | 0.77% |
| Aditya Birla Capital Ltd | Financial | Equity | 0.77% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.75% |
| Bharat Electronics Ltd | Industrials | Equity | 0.69% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.69% |
| KPIT Technologies Ltd | Technology | Equity | 0.68% |
| Dalmia Bharat Ltd | Materials | Equity | 0.67% |
| PNC Infratech Ltd | Industrials | Equity | 0.56% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.51% |
| PNB Housing Finance Ltd | Financial | Equity | 0.49% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.48% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.47% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.30% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.28% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.22% |
| IFB Industries Ltd | Consumer Discretionary | Equity | 0.18% |
| La Opala RG Ltd | Consumer Discretionary | Equity | 0.14% |
| PI Industries Ltd | Materials | Equity | 0.11% |
| Others CBLO | Unspecified | CBLO | 0.01% |
| DELDOT SYSTEMS EQ | Technology | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.3% | +14.5% | +15.3% | +18.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 36 | 25 | 17 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed less than 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +11.70% | +25.41% | 5,732.44 | |
 | +5.65% | +24.42% | 16,848.60 | |
 | +8.22% | +24.05% | 47,415.41 | |
 | +7.33% | +23.14% | 13,686.66 | |
 | +6.68% | +21.62% | 97,350.48 | |
| Compare | ||||
Fund management
VCVishal ChopdaJun 2025 - PresentView details
VC
Vishal Chopda
Jun 2025 - Present
View details
About UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Vishal Chopda is the Current Fund Manager of UTI Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,94,739 Cr and the Latest NAV as of 25 Jun 2026 is ₹344.05.
The UTI Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed less than 1 year
;
Investment Objective
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹3,94,738.74 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,