Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Mid Cap Fund Direct Growth
+16.98%
3Y annualised
-0.10% 1D
NAV: 15 May '26
₹334.37
Min. for SIP
₹500
Fund size (AUM)
₹11,679.71 Cr
Expense ratio
1.16%
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 | ₹2,00,541 | +11.41% | |
| 5 years | ₹3,00,000 | ₹4,03,467 | +34.49% | |
| 10 years | ₹6,00,000 | ₹13,48,995 | +124.83% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PB Fintech Ltd. | Services | Equity | 2.43% |
| Polycab India Ltd. | Capital Goods | Equity | 2.22% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.22% |
| Max Financial Services Ltd. | Financial | Equity | 2.10% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 2.09% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.96% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.93% |
| The Federal Bank Ltd. | Financial | Equity | 1.89% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.84% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.81% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.75% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.75% |
| Coforge Ltd. | Technology | Equity | 1.74% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.72% |
| Shriram Finance Ltd | Financial | Equity | 1.69% |
| Voltamp Transformers Ltd. | Capital Goods | Equity | 1.66% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.65% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.62% |
| Bank of Maharashtra | Financial | Equity | 1.58% |
| Lupin Ltd. | Healthcare | Equity | 1.44% |
| Persistent Systems Ltd. | Technology | Equity | 1.44% |
| JK Cement Ltd. | Construction | Equity | 1.43% |
| Astral Ltd. | Chemicals | Equity | 1.42% |
| Info Edge (India) Ltd. | Services | Equity | 1.42% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.39% |
| Marico Ltd. | Consumer Staples | Equity | 1.32% |
| Bharat Forge Ltd. | Automobile | Equity | 1.29% |
| Swiggy Ltd. | Services | Equity | 1.25% |
| SRF Ltd. | Chemicals | Equity | 1.25% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.24% |
| IDFC First Bank Ltd. | Financial | Equity | 1.19% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.18% |
| Mphasis Ltd. | Technology | Equity | 1.17% |
| Timken India Ltd. | Capital Goods | Equity | 1.16% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.13% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.07% |
| Coromandel International Ltd. | Chemicals | Equity | 1.06% |
| Oil India Ltd. | Energy | Equity | 1.05% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.03% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.02% |
| Berger Paints India Ltd. | Chemicals | Equity | 1.01% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.01% |
| CreditAccess Grameen Ltd. | Financial | Equity | 1.00% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.99% |
| Pfizer Ltd. | Healthcare | Equity | 0.99% |
| ITC Hotels Ltd. | Services | Equity | 0.96% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.96% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.96% |
| Havells India Ltd. | Capital Goods | Equity | 0.96% |
| HDB Financial Services Ltd. | Financial | Equity | 0.96% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.95% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.95% |
| Indian Bank | Financial | Equity | 0.95% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.94% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.94% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.92% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.92% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.91% |
| Delhivery Ltd. | Services | Equity | 0.89% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.88% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.87% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.86% |
| Global Health Ltd. | Healthcare | Equity | 0.86% |
| Torrent Power Ltd. | Energy | Equity | 0.85% |
| Computer Age Management Services Ltd. | Services | Equity | 0.83% |
| 360 One Wam Ltd. | Financial | Equity | 0.81% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.81% |
| Gujarat Gas Ltd. | Energy | Equity | 0.80% |
| Indusind Bank Ltd. | Financial | Equity | 0.78% |
| Eris Lifesciences Ltd. | Healthcare | Equity | 0.78% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.77% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.76% |
| REC Ltd. | Financial | Equity | 0.76% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.74% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.68% |
| KPIT Technologies Ltd. | Technology | Equity | 0.68% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.64% |
| PNC Infratech Ltd. | Construction | Equity | 0.59% |
| Petronet LNG Ltd. | Energy | Equity | 0.53% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.50% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.45% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.41% |
| PI Industries Ltd. | Chemicals | Equity | 0.40% |
| Oberoi Realty Ltd. | Construction | Equity | 0.34% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.31% |
| IFB Industries Ltd. | Consumer Discretionary | Equity | 0.25% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.20% |
| La Opala RG Ltd. | Construction | Equity | 0.14% |
| Clean Science And Technology Ltd. | Chemicals | Equity | 0.12% |
| Emami Ltd. | Consumer Staples | Equity | 0.12% |
| Fractal Analytics Ltd. | Technology | Equity | 0.08% |
| 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 | +17.0% | +16.1% | +15.1% | +18.0% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 36 | 25 | 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) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +13.70% | +27.16% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +9.32% | +25.96% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +10.06% | +25.26% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +8.23% | +24.11% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +7.22% | +23.55% | 94,744.72 | |
| 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 ₹3,96,629 Cr and the Latest NAV as of 15 May 2026 is ₹334.37.
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₹3,96,629.25 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,