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UTI Mid Cap Fund Direct Growth
+18.50%
3Y annualised
-1.14% 1D
NAV: 24 Apr '26
₹331.88
Min. for SIP
₹500
Fund size (AUM)
₹10,481.86 Cr
Expense ratio
1.12%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,410 | +0.68% | |
| 3 years | ₹1,80,000 | ₹2,01,768 | +12.09% | |
| 5 years | ₹3,00,000 | ₹4,04,721 | +34.91% | |
| 10 years | ₹6,00,000 | ₹13,49,332 | +124.89% |
Holdings (91)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PB Fintech Ltd. | Services | Equity | 2.32% |
| Max Financial Services Ltd. | Financial | Equity | 2.20% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.11% |
| Polycab India Ltd. | Capital Goods | Equity | 2.10% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.08% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 2.05% |
| Persistent Systems Ltd. | Technology | Equity | 2.02% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.93% |
| Coforge Ltd. | Technology | Equity | 1.91% |
| The Federal Bank Ltd. | Financial | Equity | 1.91% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.87% |
| Shriram Finance Ltd | Financial | Equity | 1.71% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.69% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.69% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.68% |
| Astral Ltd. | Chemicals | Equity | 1.68% |
| Lupin Ltd. | Healthcare | Equity | 1.66% |
| JK Cement Ltd. | Construction | Equity | 1.58% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.53% |
| Bank of Maharashtra | Financial | Equity | 1.46% |
| Mphasis Ltd. | Technology | Equity | 1.37% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.37% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.37% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 1.37% |
| Swiggy Ltd. | Services | Equity | 1.34% |
| Bharat Forge Ltd. | Automobile | Equity | 1.31% |
| SRF Ltd. | Chemicals | Equity | 1.24% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.22% |
| Timken India Ltd. | Capital Goods | Equity | 1.22% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.20% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.19% |
| Marico Ltd. | Consumer Staples | Equity | 1.18% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.15% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.14% |
| Coromandel International Ltd. | Chemicals | Equity | 1.14% |
| Pfizer Ltd. | Healthcare | Equity | 1.13% |
| IDFC First Bank Ltd. | Financial | Equity | 1.12% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.12% |
| Info Edge (India) Ltd. | Services | Equity | 1.11% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.04% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.04% |
| Havells India Ltd. | Capital Goods | Equity | 1.02% |
| Indian Bank | Financial | Equity | 1.00% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.99% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.98% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.98% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.97% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.96% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.94% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.93% |
| ITC Hotels Ltd. | Services | Equity | 0.92% |
| HDB Financial Services Ltd. | Financial | Equity | 0.91% |
| Oil India Ltd. | Energy | Equity | 0.91% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.90% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.90% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.90% |
| Delhivery Ltd. | Services | Equity | 0.88% |
| Oberoi Realty Ltd. | Construction | Equity | 0.88% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.88% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.86% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.85% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.84% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.83% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.83% |
| 360 One Wam Ltd. | Financial | Equity | 0.83% |
| Torrent Power Ltd. | Energy | Equity | 0.81% |
| UTI Liquid Direct-Growth | -- | Mutual Fund | 0.79% |
| Gujarat Gas Ltd. | Energy | Equity | 0.79% |
| Computer Age Management Services Ltd. | Services | Equity | 0.79% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.77% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.76% |
| Global Health Ltd. | Healthcare | Equity | 0.75% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.74% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.74% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.74% |
| REC Ltd. | Financial | Equity | 0.73% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.72% |
| Indusind Bank Ltd. | Financial | Equity | 0.72% |
| PI Industries Ltd. | Chemicals | Equity | 0.65% |
| KPIT Technologies Ltd. | Technology | Equity | 0.64% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.53% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.51% |
| PNC Infratech Ltd. | Construction | Equity | 0.49% |
| Syngene International Ltd. | Healthcare | Equity | 0.49% |
| Petronet LNG Ltd. | Energy | Equity | 0.31% |
| Emami Ltd. | Consumer Staples | Equity | 0.27% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.25% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.21% |
| Fractal Analytics Ltd. | Technology | Equity | 0.20% |
| La Opala RG Ltd. | Construction | Equity | 0.14% |
| 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 | +18.5% | +16.5% | +15.3% | +18.0% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 35 | 24 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +15.47% | +28.23% | 4,490.64 | |
Edelweiss Mid Cap Direct Plan Growth | +10.95% | +27.35% | 13,553.62 | |
Nippon India Growth Mid Cap Fund Direct Growth | +12.09% | +27.21% | 39,676.13 | |
Sundaram Mid Cap Fund Direct Growth | +10.83% | +25.64% | 11,898.19 | |
HDFC Mid Cap Fund Direct Growth | +10.56% | +25.00% | 85,357.92 | |
| 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 ₹3,53,000 Cr and the Latest NAV as of 24 Apr 2026 is ₹331.88.
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₹3,52,999.67 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,