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UTI Mid Cap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+18.66%
3Y annualised
+0.06% 1D
NAV: 23 Feb '26
₹333.88
Min. for SIP
₹500
Fund size
₹11,492.83 Cr
Expense ratio
0.93%
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% |
Holdings (89)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Polycab India Ltd. | Capital Goods | Equity | 2.58% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.47% |
| Persistent Systems Ltd. | Technology | Equity | 2.28% |
| The Federal Bank Ltd. | Financial | Equity | 2.18% |
| Max Financial Services Ltd. | Financial | Equity | 2.18% |
| Coforge Ltd. | Technology | Equity | 2.01% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 2.01% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.01% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.93% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.79% |
| JK Cement Ltd. | Construction | Equity | 1.74% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.74% |
| Shriram Finance Ltd | Financial | Equity | 1.73% |
| PB Fintech Ltd. | Services | Equity | 1.60% |
| IDFC First Bank Ltd. | Financial | Equity | 1.56% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.54% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.47% |
| Astral Ltd. | Chemicals | Equity | 1.46% |
| Mphasis Ltd. | Technology | Equity | 1.44% |
| Bank of Maharashtra | Financial | Equity | 1.42% |
| Lupin Ltd. | Healthcare | Equity | 1.41% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.31% |
| SRF Ltd. | Chemicals | Equity | 1.31% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.29% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.25% |
| Coromandel International Ltd. | Chemicals | Equity | 1.24% |
| BSE Ltd. | Services | Equity | 1.22% |
| Bharat Forge Ltd. | Automobile | Equity | 1.21% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.21% |
| Torrent Power Ltd. | Energy | Equity | 1.21% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.19% |
| Indian Bank | Financial | Equity | 1.19% |
| Info Edge (India) Ltd. | Services | Equity | 1.16% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.15% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.15% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.14% |
| Swiggy Ltd. | Services | Equity | 1.13% |
| Gujarat Gas Ltd. | Energy | Equity | 1.12% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.11% |
| ITC Hotels Ltd. | Services | Equity | 1.10% |
| Marico Ltd. | Consumer Staples | Equity | 1.08% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.08% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.07% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 1.07% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.06% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.06% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.05% |
| PI Industries Ltd. | Chemicals | Equity | 1.03% |
| HDB Financial Services Ltd. | Financial | Equity | 1.03% |
| Timken India Ltd. | Capital Goods | Equity | 1.02% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.01% |
| Pfizer Ltd. | Healthcare | Equity | 0.99% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.98% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.96% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.96% |
| KPIT Technologies Ltd. | Technology | Equity | 0.95% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.94% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.93% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.91% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.90% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.88% |
| Oberoi Realty Ltd. | Construction | Equity | 0.84% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.83% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.83% |
| Delhivery Ltd. | Services | Equity | 0.82% |
| Computer Age Management Services Ltd. | Services | Equity | 0.80% |
| REC Ltd. | Financial | Equity | 0.79% |
| 360 One Wam Ltd. | Financial | Equity | 0.79% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.79% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.78% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.78% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.77% |
| Havells India Ltd. | Capital Goods | Equity | 0.74% |
| Global Health Ltd. | Healthcare | Equity | 0.67% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.67% |
| Syngene International Ltd. | Healthcare | Equity | 0.62% |
| PNC Infratech Ltd. | Construction | Equity | 0.61% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.61% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.59% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.53% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.45% |
| Emami Ltd. | Consumer Staples | Equity | 0.42% |
| Vedant Fashions Ltd. | Services | Equity | 0.36% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.33% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.25% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.20% |
| La Opala RG Ltd. | Construction | Equity | 0.18% |
| Meesho Ltd. | Services | Equity | 0.16% |
| Deldot Systems Ltd | Technology | Equity | NA |
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 | +18.7% | +16.8% | +16.6% | +18.3% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 35 | 23 | 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 | +20.66% | +28.17% | 4,467.89 | |
Nippon India Growth Mid Cap Fund Direct Growth | +21.70% | +28.04% | 41,727.36 | |
Edelweiss Mid Cap Direct Plan Growth | +20.63% | +27.98% | 13,801.71 | |
HDFC Mid Cap Fund Direct Growth | +21.00% | +27.31% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +20.64% | +26.40% | 12,917.24 | |
| 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 ₹3,93,335 Cr and the Latest NAV as of 23 Feb 2026 is ₹333.88.
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₹3,93,334.93 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,