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UTI Mid Cap Fund Direct Growth
+16.79%
3Y annualised
-0.49% 1D
NAV: 16 Mar '26
₹308.31
Min. for SIP
₹500
Fund size
₹11,734.39 Cr
Expense ratio
0.94%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹53,609 | -10.65% | |
| 3 years | ₹1,80,000 | ₹2,09,399 | +16.33% | |
| 5 years | ₹3,00,000 | ₹4,53,718 | +51.24% | |
| 10 years | ₹6,00,000 | ₹13,37,205 | +122.87% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Polycab India Ltd. | Capital Goods | Equity | 3.01% |
| Max Financial Services Ltd. | Financial | Equity | 2.40% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.30% |
| The Federal Bank Ltd. | Financial | Equity | 2.22% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.15% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.06% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.98% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.95% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.82% |
| Coforge Ltd. | Technology | Equity | 1.82% |
| Shriram Finance Ltd | Financial | Equity | 1.79% |
| PB Fintech Ltd. | Services | Equity | 1.76% |
| Persistent Systems Ltd. | Technology | Equity | 1.75% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.71% |
| Bank of Maharashtra | Financial | Equity | 1.59% |
| JK Cement Ltd. | Construction | Equity | 1.57% |
| Astral Ltd. | Chemicals | Equity | 1.56% |
| Lupin Ltd. | Healthcare | Equity | 1.47% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.47% |
| IDFC First Bank Ltd. | Financial | Equity | 1.41% |
| Mphasis Ltd. | Technology | Equity | 1.37% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.36% |
| Bharat Forge Ltd. | Automobile | Equity | 1.34% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.30% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.28% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.28% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 1.28% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.25% |
| Timken India Ltd. | Capital Goods | Equity | 1.18% |
| Coromandel International Ltd. | Chemicals | Equity | 1.18% |
| Indian Bank | Financial | Equity | 1.18% |
| SRF Ltd. | Chemicals | Equity | 1.17% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.14% |
| Marico Ltd. | Consumer Staples | Equity | 1.14% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.14% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.12% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.09% |
| Pfizer Ltd. | Healthcare | Equity | 1.08% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.06% |
| Swiggy Ltd. | Services | Equity | 1.05% |
| Info Edge (India) Ltd. | Services | Equity | 1.05% |
| ITC Hotels Ltd. | Services | Equity | 1.05% |
| Gujarat Gas Ltd. | Energy | Equity | 1.05% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.04% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.03% |
| HDB Financial Services Ltd. | Financial | Equity | 1.00% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.98% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.97% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.97% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.97% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.95% |
| Torrent Power Ltd. | Energy | Equity | 0.92% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.92% |
| Havells India Ltd. | Capital Goods | Equity | 0.92% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.91% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.89% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.87% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.86% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.86% |
| 360 One Wam Ltd. | Financial | Equity | 0.85% |
| Oberoi Realty Ltd. | Construction | Equity | 0.84% |
| Delhivery Ltd. | Services | Equity | 0.82% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.82% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.80% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.80% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.78% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.77% |
| Computer Age Management Services Ltd. | Services | Equity | 0.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.76% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.75% |
| REC Ltd. | Financial | Equity | 0.75% |
| Global Health Ltd. | Healthcare | Equity | 0.72% |
| Oil India Ltd. | Energy | Equity | 0.70% |
| KPIT Technologies Ltd. | Technology | Equity | 0.69% |
| PI Industries Ltd. | Chemicals | Equity | 0.66% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.66% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.63% |
| PNC Infratech Ltd. | Construction | Equity | 0.57% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.51% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.51% |
| Syngene International Ltd. | Healthcare | Equity | 0.48% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.42% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.36% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.33% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.30% |
| Emami Ltd. | Consumer Staples | Equity | 0.29% |
| Vedant Fashions Ltd. | Services | Equity | 0.28% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.21% |
| Fractal Analytics Ltd. | Technology | Equity | 0.19% |
| La Opala RG Ltd. | Construction | Equity | 0.18% |
| Meesho Ltd. | Services | Equity | 0.15% |
| Deldot Systems Ltd | 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 | +16.8% | +14.3% | +15.2% | +17.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 34 | 24 | 18 | -- |
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) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +15.19% | +26.02% | 4,694.85 | |
Edelweiss Mid Cap Direct Plan Growth | +15.21% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct Growth | +16.52% | +25.34% | 43,982.51 | |
HDFC Mid Cap Fund Direct Growth | +14.93% | +24.17% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +13.98% | +23.68% | 13,235.50 | |
| 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 ₹3,96,376 Cr and the Latest NAV as of 16 Mar 2026 is ₹308.31.
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₹3,96,376.13 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,