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UTI Mid Cap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+17.06%
3Y annualised
-0.82% 1D
NAV: 02 Feb '26
₹324.21
Min. SIP amount
₹500
Fund size
₹11,956.07 Cr
Expense ratio
0.92%
Return calculator
Monthly SIP
One time
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 (91)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Phoenix Mills Ltd. | Construction | Equity | 2.64% |
| Polycab India Ltd. | Capital Goods | Equity | 2.45% |
| Persistent Systems Ltd. | Technology | Equity | 2.28% |
| Max Financial Services Ltd. | Financial | Equity | 2.17% |
| The Federal Bank Ltd. | Financial | Equity | 2.01% |
| Coforge Ltd. | Technology | Equity | 1.95% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.95% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.94% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.80% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.69% |
| JK Cement Ltd. | Construction | Equity | 1.67% |
| Shriram Finance Ltd | Financial | Equity | 1.62% |
| PB Fintech Ltd. | Services | Equity | 1.62% |
| Indian Bank | Financial | Equity | 1.61% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.59% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.56% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.50% |
| Swiggy Ltd. | Services | Equity | 1.46% |
| Mphasis Ltd. | Technology | Equity | 1.40% |
| SRF Ltd. | Chemicals | Equity | 1.38% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.37% |
| IDFC First Bank Ltd. | Financial | Equity | 1.37% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.37% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.37% |
| Lupin Ltd. | Healthcare | Equity | 1.36% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.35% |
| Astral Ltd. | Chemicals | Equity | 1.32% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.32% |
| Bank of Maharashtra | Financial | Equity | 1.30% |
| Bharat Forge Ltd. | Automobile | Equity | 1.23% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.22% |
| Coromandel International Ltd. | Chemicals | Equity | 1.18% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.17% |
| ITC Hotels Ltd. | Services | Equity | 1.16% |
| BSE Ltd. | Services | Equity | 1.16% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.14% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.14% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.13% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.12% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 1.12% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.10% |
| Torrent Power Ltd. | Energy | Equity | 1.09% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.07% |
| HDB Financial Services Ltd. | Financial | Equity | 1.07% |
| Marico Ltd. | Consumer Staples | Equity | 1.07% |
| KPIT Technologies Ltd. | Technology | Equity | 1.03% |
| Pfizer Ltd. | Healthcare | Equity | 1.03% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 1.02% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.02% |
| Timken India Ltd. | Capital Goods | Equity | 1.00% |
| Info Edge (India) Ltd. | Services | Equity | 1.00% |
| PI Industries Ltd. | Chemicals | Equity | 1.00% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.97% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.96% |
| Gujarat Gas Ltd. | Energy | Equity | 0.94% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.92% |
| Oberoi Realty Ltd. | Construction | Equity | 0.91% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.88% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.84% |
| Page Industries Ltd. | Textiles | Equity | 0.83% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.82% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.82% |
| Computer Age Management Services Ltd. | Services | Equity | 0.82% |
| Syngene International Ltd. | Healthcare | Equity | 0.82% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.81% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.81% |
| 360 One Wam Ltd. | Financial | Equity | 0.80% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.78% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.76% |
| Delhivery Ltd. | Services | Equity | 0.75% |
| REC Ltd. | Financial | Equity | 0.75% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.74% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.74% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.74% |
| Global Health Ltd. | Healthcare | Equity | 0.73% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.72% |
| PNC Infratech Ltd. | Construction | Equity | 0.68% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.56% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.53% |
| Emami Ltd. | Consumer Staples | Equity | 0.50% |
| Havells India Ltd. | Capital Goods | Equity | 0.50% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.50% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.48% |
| Vedant Fashions Ltd. | Services | Equity | 0.42% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.42% |
| Meesho Ltd. | Services | Equity | 0.32% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.25% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.23% |
| La Opala RG Ltd. | Construction | Equity | 0.18% |
| Urban Company Ltd. | Consumer Staples | Equity | 0.14% |
| 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 | +17.1% | +17.2% | +15.6% | +18.2% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 34 | 22 | 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) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +10.10% | +26.68% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +11.68% | +26.50% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.02% | +25.82% | 92,641.55 | |
Nippon India Growth Mid Cap Fund Direct Growth | +9.98% | +25.79% | 42,124.50 | |
Sundaram Mid Cap Fund Direct Growth | +9.43% | +25.22% | 13,292.89 | |
| 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 ₹3,94,217 Cr and the Latest NAV as of 02 Feb 2026 is ₹324.21.
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₹3,94,217.41 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,