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UTI Mid Cap Fund Direct Growth
+11.81%
3Y annualised
-0.22% 1D
NAV: 13 Nov '26
₹350.64
Min. for SIP
₹500
Fund size (AUM)
₹11,566.09 Cr
Expense ratio
1.27%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,490 | +4.15% | |
| 3 years | ₹1,80,000 | ₹1,96,798 | +9.33% | |
| 5 years | ₹3,00,000 | ₹3,97,955 | +32.65% | |
| 10 years | ₹6,00,000 | ₹13,30,504 | +121.75% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Coforge Ltd | Technology | Equity | 3.54% |
| Blue Star Ltd | Industrials | Equity | 2.81% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.47% |
| Info Edge (India) Ltd | Technology | Equity | 2.31% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.18% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.12% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.03% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.81% |
| Persistent Systems Ltd | Technology | Equity | 1.81% |
| One 97 Communications Ltd | Industrials | Equity | 1.80% |
| The Federal Bank Ltd | Financial | Equity | 1.76% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.71% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.71% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.65% |
| JK Cement Ltd | Materials | Equity | 1.61% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.60% |
| IDFC First Bank Ltd | Financial | Equity | 1.58% |
| Indian Bank | Financial | Equity | 1.57% |
| PB Fintech Ltd | Financial | Equity | 1.56% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.55% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.52% |
| Schaeffler India Ltd | Industrials | Equity | 1.45% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.43% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.42% |
| Ashok Leyland Ltd | Industrials | Equity | 1.37% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.35% |
| Suzlon Energy Ltd | Industrials | Equity | 1.34% |
| Gland Pharma Ltd | Healthcare | Equity | 1.31% |
| Max Financial Services Ltd | Financial | Equity | 1.31% |
| Oil India Ltd | Energy & Utilities | Equity | 1.26% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 1.23% |
| Navin Fluorine International Ltd | Materials | Equity | 1.22% |
| Global Health Ltd | Healthcare | Equity | 1.17% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.15% |
| Lupin Ltd | Healthcare | Equity | 1.15% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.15% |
| Coromandel International Ltd | Materials | Equity | 1.14% |
| Bharat Electronics Ltd | Industrials | Equity | 1.12% |
| Steel Authority Of India Ltd | Materials | Equity | 1.11% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.09% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.09% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.08% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 1.08% |
| Jindal Stainless Ltd | Materials | Equity | 1.05% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.05% |
| Tata Communications Ltd | Technology | Equity | 1.04% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.04% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.03% |
| Polycab India Ltd | Industrials | Equity | 1.02% |
| PNB Housing Finance Ltd | Financial | Equity | 1.02% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.01% |
| Timken India Ltd | Industrials | Equity | 1.01% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.98% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.97% |
| Berger Paints India Ltd | Materials | Equity | 0.97% |
| Net Current Assets | Unspecified | Net Current Assets | 0.96% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.93% |
| Astral Ltd | Industrials | Equity | 0.93% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.91% |
| Mphasis Ltd | Technology | Equity | 0.87% |
| Delhivery Ltd | Industrials | Equity | 0.87% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 0.85% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.83% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.75% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.75% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.75% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.70% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.70% |
| Triveni Turbine Ltd | Industrials | Equity | 0.70% |
| Swiggy Ltd. | Technology | Equity | 0.69% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.67% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.64% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.64% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.63% |
| SRF Ltd | Materials | Equity | 0.63% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 0.62% |
| Grindwell Norton Ltd | Materials | Equity | 0.57% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.57% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.51% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.51% |
| Go Digit General Insurance Ltd. | Financial | Equity | 0.50% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.34% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.33% |
| PI Industries Ltd | Materials | Equity | 0.30% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.22% |
| Axis Bank Ltd ST Dep. | Financial | Short Term Deposit | 0.09% |
| BSE Ltd | Financial | Equity | 0.06% |
| Solar Industries India Ltd | Materials | Equity | 0.05% |
| Finolex Cables Ltd | Industrials | Equity | 0.01% |
| CLEARING CORPORATION OF INDIA LTD. STD - MARGIN | Unspecified | Short Term Deposit | 0.01% |
| DELDOT SYSTEMS EQ | Technology | Equity | -- |
| GSPL Transmission Ltd | Energy & Utilities | Equity | -- |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.8% | +10.6% | +14.6% | +17.7% |
| Category average (Equity Mid Cap) | +15.6% | +14.3% | +16.9% | +18.5% |
| Rank (Equity Mid Cap) | 34 | 27 | 16 | -- |
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +10.92% | +23.97% | 15,831.37 | |
 | +17.55% | +22.27% | 16,771.54 | |
 | +10.38% | +21.19% | 7,785.51 | |
 | +4.89% | +19.40% | 18,724.52 | |
 | +5.49% | +16.97% | 48,905.07 | |
| Compare | ||||
Fund management
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 ₹3,95,702 Cr and the Latest NAV as of 13 Nov 2026 is ₹350.64.
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₹3,95,702.36 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,