Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Mid Cap Fund Direct Growth
+11.27%
3Y annualised
-0.40% 1D
NAV: 11 Sep '26
₹353.71
Min. for SIP
₹500
Fund size (AUM)
₹12,795.44 Cr
Expense ratio
1.25%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,901 | +4.83% | |
| 3 years | ₹1,80,000 | ₹2,02,256 | +12.36% | |
| 5 years | ₹3,00,000 | ₹4,08,488 | +36.16% | |
| 10 years | ₹6,00,000 | ₹13,68,908 | +128.15% |
Holdings (84)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Coforge Ltd | Technology | Equity | 3.26% |
| PB Fintech Ltd | Financial | Equity | 3.08% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.76% |
| APL Apollo Tubes Ltd | Industrials | Equity | 2.43% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.17% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.15% |
| The Federal Bank Ltd | Financial | Equity | 2.08% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.07% |
| Polycab India Ltd | Industrials | Equity | 2.07% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.00% |
| Max Financial Services Ltd | Financial | Equity | 1.97% |
| Info Edge (India) Ltd | Technology | Equity | 1.92% |
| Suzlon Energy Ltd | Industrials | Equity | 1.89% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.78% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.76% |
| JK Cement Ltd | Materials | Equity | 1.56% |
| Swiggy Ltd. | Technology | Equity | 1.54% |
| Steel Authority Of India Ltd | Materials | Equity | 1.48% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.47% |
| Schaeffler India Ltd | Industrials | Equity | 1.44% |
| Persistent Systems Ltd | Technology | Equity | 1.42% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.41% |
| IDFC First Bank Ltd | Financial | Equity | 1.41% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.41% |
| Indian Bank | Financial | Equity | 1.40% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.40% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.33% |
| Blue Star Ltd | Industrials | Equity | 1.32% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.29% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.29% |
| BSE Ltd | Financial | Equity | 1.28% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.28% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.27% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.20% |
| SRF Ltd | Materials | Equity | 1.20% |
| Havells India Ltd | Consumer Discretionary | Equity | 1.19% |
| Grindwell Norton Ltd | Materials | Equity | 1.19% |
| Ashok Leyland Ltd | Industrials | Equity | 1.17% |
| Net Current Assets | Unspecified | Net Current Assets | 1.16% |
| Global Health Ltd | Healthcare | Equity | 1.16% |
| Mphasis Ltd | Technology | Equity | 1.14% |
| Oil India Ltd | Energy & Utilities | Equity | 1.13% |
| Gland Pharma Ltd | Healthcare | Equity | 1.11% |
| Solar Industries India Ltd | Materials | Equity | 1.02% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.02% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.01% |
| Timken India Ltd | Industrials | Equity | 1.01% |
| PNB Housing Finance Ltd | Financial | Equity | 1.00% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.99% |
| Jindal Stainless Ltd | Materials | Equity | 0.99% |
| Astral Ltd | Industrials | Equity | 0.99% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.99% |
| Navin Fluorine International Ltd | Materials | Equity | 0.98% |
| Berger Paints India Ltd | Materials | Equity | 0.97% |
| Bharat Electronics Ltd | Industrials | Equity | 0.97% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.96% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.96% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.93% |
| Coromandel International Ltd | Materials | Equity | 0.93% |
| Delhivery Ltd | Industrials | Equity | 0.93% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.92% |
| Lupin Ltd | Healthcare | Equity | 0.92% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.88% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.87% |
| Pfizer Ltd | Healthcare | Equity | 0.86% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.71% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.69% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.68% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.66% |
| Triveni Turbine Ltd | Industrials | Equity | 0.64% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.63% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.63% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.63% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.59% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.53% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.51% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.51% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.50% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.45% |
| Ipca Laboratories Ltd | Healthcare | Equity | 0.32% |
| GSPL Transmission Ltd. | Energy & Utilities | Equity | 0.09% |
| Tata Communications Ltd | Technology | Equity | 0.06% |
| 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 | +11.3% | +12.2% | +14.1% | +18.0% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 33 | 26 | 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) | |
|---|---|---|---|---|
 | +10.41% | +22.92% | 15,905.31 | |
 | +14.80% | +21.40% | 7,485.37 | |
 | +8.50% | +20.29% | 19,891.00 | |
 | +8.15% | +17.37% | 52,270.55 | |
 | +7.03% | +16.42% | 1,08,324.55 | |
| 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 ₹4,09,225 Cr and the Latest NAV as of 11 Sep 2026 is ₹353.71.
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₹4,09,224.68 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,