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UTI Mid Cap Fund Direct Growth
+14.28%
3Y annualised
+0.45% 1D
NAV: 15 Jul '26
₹348.33
Min. for SIP
₹500
Fund size (AUM)
₹12,122.33 Cr
Expense ratio
1.07%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,680 | +4.47% | |
| 3 years | ₹1,80,000 | ₹2,03,520 | +13.07% | |
| 5 years | ₹3,00,000 | ₹4,10,237 | +36.75% | |
| 10 years | ₹6,00,000 | ₹13,74,460 | +129.08% |
Holdings (94)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PB Fintech Ltd | Financial | Equity | 2.56% |
| Suzlon Energy Ltd | Industrials | Equity | 2.31% |
| Polycab India Ltd | Industrials | Equity | 2.30% |
| The Federal Bank Ltd | Financial | Equity | 2.29% |
| Coforge Ltd | Technology | Equity | 2.24% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.20% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.12% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.09% |
| BSE Ltd | Financial | Equity | 2.07% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.05% |
| Max Financial Services Ltd | Financial | Equity | 2.03% |
| APL Apollo Tubes Ltd | Industrials | Equity | 2.02% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.98% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.96% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.87% |
| Schaeffler India Ltd | Industrials | Equity | 1.59% |
| Blue Star Ltd | Industrials | Equity | 1.54% |
| JK Cement Ltd | Materials | Equity | 1.50% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.41% |
| SRF Ltd | Materials | Equity | 1.41% |
| Marico Ltd | Consumer Staples | Equity | 1.39% |
| Info Edge (India) Ltd | Technology | Equity | 1.37% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.35% |
| Grindwell Norton Ltd | Materials | Equity | 1.33% |
| IDFC First Bank Ltd | Financial | Equity | 1.31% |
| Astral Ltd | Industrials | Equity | 1.25% |
| Persistent Systems Ltd | Technology | Equity | 1.25% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.25% |
| Indian Bank | Financial | Equity | 1.21% |
| Lupin Ltd | Healthcare | Equity | 1.21% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.20% |
| Swiggy Ltd. | Technology | Equity | 1.18% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.17% |
| Timken India Ltd | Industrials | Equity | 1.14% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.10% |
| Solar Industries India Ltd | Materials | Equity | 1.08% |
| Gland Pharma Ltd | Healthcare | Equity | 1.06% |
| Mphasis Ltd | Technology | Equity | 1.05% |
| Berger Paints India Ltd | Materials | Equity | 1.05% |
| Global Health Ltd | Healthcare | Equity | 1.05% |
| Steel Authority Of India Ltd | Materials | Equity | 1.05% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 1.04% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.03% |
| Coromandel International Ltd | Materials | Equity | 1.03% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.03% |
| CreditAccess Grameen Ltd | Financial | Equity | 1.03% |
| Oil India Ltd | Energy & Utilities | Equity | 1.03% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.02% |
| Delhivery Ltd | Industrials | Equity | 1.01% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.00% |
| Jindal Stainless Ltd | Materials | Equity | 0.99% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.98% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.97% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.96% |
| Net Current Assets | Unspecified | Net Current Assets | 0.94% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.90% |
| GE T&D India Ltd | Industrials | Equity | 0.89% |
| Navin Fluorine International Ltd | Materials | Equity | 0.87% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.87% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.87% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.86% |
| Pfizer Ltd | Healthcare | Equity | 0.86% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.82% |
| Eris Lifesciences Ltd | Healthcare | Equity | 0.81% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.80% |
| PNB Housing Finance Ltd | Financial | Equity | 0.80% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 0.79% |
| Bank of Maharashtra | Financial | Equity | 0.79% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.79% |
| Bharat Electronics Ltd | Industrials | Equity | 0.75% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.72% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.67% |
| Computer Age Management Services Ltd | Financial | Equity | 0.66% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.65% |
| PNC Infratech Ltd | Industrials | Equity | 0.55% |
| Dalmia Bharat Ltd | Materials | Equity | 0.50% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.50% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.49% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.46% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.45% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.45% |
| KPIT Technologies Ltd | Technology | Equity | 0.40% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.39% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 0.29% |
| Ceat Ltd | Consumer Discretionary | Equity | 0.15% |
| La Opala RG Ltd | Consumer Discretionary | Equity | 0.13% |
| Ashok Leyland Ltd | Industrials | Equity | 0.13% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.13% |
| Triveni Turbine Ltd | Industrials | Equity | 0.10% |
| IFB Industries Ltd | Consumer Discretionary | Equity | 0.09% |
| Ipca Laboratories Ltd | Healthcare | Equity | 0.04% |
| 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 | +14.3% | +13.7% | +14.8% | +18.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 34 | 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) | |
|---|---|---|---|---|
 | +14.38% | +24.73% | 6,932.99 | |
 | +6.96% | +24.03% | 17,748.32 | |
 | +8.78% | +22.57% | 49,169.10 | |
 | +8.12% | +22.17% | 14,026.07 | |
 | +5.46% | +20.38% | 1,00,858.31 | |
| 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 ₹3,93,467 Cr and the Latest NAV as of 15 Jul 2026 is ₹348.33.
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₹3,93,467.45 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,