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UTI Mid Cap Fund Direct Growth
+9.78%
3Y annualised
-2.05% 1D
NAV: 23 Oct '26
₹321.38
Min. for SIP
₹500
Fund size (AUM)
₹11,919.69 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 | ₹57,563 | -4.06% | |
| 3 years | ₹1,80,000 | ₹1,82,452 | +1.36% | |
| 5 years | ₹3,00,000 | ₹3,67,385 | +22.46% | |
| 10 years | ₹6,00,000 | ₹12,27,728 | +104.62% |
Holdings (85)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Coforge Ltd | Technology | Equity | 3.01% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.75% |
| Blue Star Ltd | Industrials | Equity | 2.55% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.24% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.15% |
| APL Apollo Tubes Ltd | Industrials | Equity | 2.11% |
| The Federal Bank Ltd | Financial | Equity | 1.98% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.95% |
| Info Edge (India) Ltd | Technology | Equity | 1.92% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.92% |
| Max Financial Services Ltd | Financial | Equity | 1.90% |
| Net Current Assets | Unspecified | Net Current Assets | 1.86% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.78% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.76% |
| Suzlon Energy Ltd | Industrials | Equity | 1.69% |
| JK Cement Ltd | Materials | Equity | 1.66% |
| PB Fintech Ltd | Financial | Equity | 1.61% |
| Schaeffler India Ltd | Industrials | Equity | 1.50% |
| IDFC First Bank Ltd | Financial | Equity | 1.49% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.46% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.45% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.45% |
| Persistent Systems Ltd | Technology | Equity | 1.44% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.44% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.43% |
| Indian Bank | Financial | Equity | 1.35% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.34% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.31% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.26% |
| Swiggy Ltd. | Technology | Equity | 1.26% |
| Grindwell Norton Ltd | Materials | Equity | 1.25% |
| SRF Ltd | Materials | Equity | 1.25% |
| Lupin Ltd | Healthcare | Equity | 1.23% |
| Steel Authority Of India Ltd | Materials | Equity | 1.22% |
| One 97 Communications Ltd | Industrials | Equity | 1.20% |
| Gland Pharma Ltd | Healthcare | Equity | 1.19% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.16% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.15% |
| Global Health Ltd | Healthcare | Equity | 1.15% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.13% |
| Oil India Ltd | Energy & Utilities | Equity | 1.13% |
| Jindal Stainless Ltd | Materials | Equity | 1.13% |
| Ashok Leyland Ltd | Industrials | Equity | 1.13% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.12% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.12% |
| Timken India Ltd | Industrials | Equity | 1.08% |
| PNB Housing Finance Ltd | Financial | Equity | 1.04% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.03% |
| Polycab India Ltd | Industrials | Equity | 1.02% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.02% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 1.00% |
| Navin Fluorine International Ltd | Materials | Equity | 1.00% |
| Tata Communications Ltd | Technology | Equity | 1.00% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.99% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.99% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.98% |
| Bharat Electronics Ltd | Industrials | Equity | 0.98% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.97% |
| Berger Paints India Ltd | Materials | Equity | 0.96% |
| Astral Ltd | Industrials | Equity | 0.95% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.95% |
| Coromandel International Ltd | Materials | Equity | 0.95% |
| Delhivery Ltd | Industrials | Equity | 0.89% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.89% |
| Mphasis Ltd | Technology | Equity | 0.89% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.80% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 0.79% |
| Meesho Ltd. | Consumer Discretionary | Equity | 0.76% |
| Solar Industries India Ltd | Materials | Equity | 0.74% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.69% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.66% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.65% |
| Triveni Turbine Ltd | Industrials | Equity | 0.64% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.64% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.60% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.55% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.53% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.52% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.50% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.48% |
| BSE Ltd | Financial | Equity | 0.10% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.10% |
| Axis Bank Ltd ST Dep. | Financial | Short Term Deposit | 0.08% |
| 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 | +9.8% | +9.7% | +12.7% | +17.1% |
| Category average (Equity Mid Cap) | +13.6% | +12.9% | +15.0% | +17.7% |
| 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) | |
|---|---|---|---|---|
 | -4.01% | +20.34% | 15,748.83 | |
 | +6.26% | +20.19% | 16,799.59 | |
 | +1.49% | +19.16% | 8,399.71 | |
 | -3.68% | +18.17% | 19,230.16 | |
 | -3.33% | +15.63% | 50,176.01 | |
| 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 ₹3,89,855 Cr and the Latest NAV as of 23 Oct 2026 is ₹321.38.
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₹3,89,855.03 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,