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UTI Mid Cap Fund Direct Growth
+14.96%
3Y annualised
+1.12% 1D
NAV: 09 Jun '26
₹333.01
Min. for SIP
₹500
Fund size (AUM)
₹11,870.75 Cr
Expense ratio
0.96%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,483 | -0.86% | |
| 3 years | ₹1,80,000 | ₹1,95,189 | +8.44% | |
| 5 years | ₹3,00,000 | ₹3,93,327 | +31.11% | |
| 10 years | ₹6,00,000 | ₹13,17,263 | +119.54% |
Holdings (94)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PB Fintech Ltd | Financial | Equity | 2.43% |
| Polycab India Ltd | Industrials | Equity | 2.22% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.22% |
| Max Financial Services Ltd | Financial | Equity | 2.10% |
| Suzlon Energy Ltd | Industrials | Equity | 2.09% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.96% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.93% |
| The Federal Bank Ltd | Financial | Equity | 1.89% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.84% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.81% |
| Blue Star Ltd | Industrials | Equity | 1.75% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.75% |
| Coforge Ltd | Technology | Equity | 1.74% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.72% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.69% |
| Voltamp Transformers Ltd | Industrials | Equity | 1.66% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.65% |
| Net Current Assets | Unspecified | Net Current Assets | 1.63% |
| Schaeffler India Ltd | Industrials | 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 | Materials | Equity | 1.43% |
| Astral Ltd | Industrials | Equity | 1.42% |
| Info Edge (India) Ltd | Technology | Equity | 1.42% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.39% |
| Marico Ltd | Consumer Staples | Equity | 1.32% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.29% |
| Swiggy Ltd. | Technology | Equity | 1.25% |
| SRF Ltd | Materials | Equity | 1.25% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.24% |
| IDFC First Bank Ltd | Financial | Equity | 1.19% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.18% |
| Mphasis Ltd | Technology | Equity | 1.17% |
| Timken India Ltd | Industrials | Equity | 1.16% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.13% |
| GE T&D India Ltd | Industrials | Equity | 1.07% |
| Coromandel International Ltd | Materials | Equity | 1.06% |
| Oil India Ltd | Energy & Utilities | Equity | 1.05% |
| Jindal Stainless Ltd | Materials | Equity | 1.03% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.02% |
| Berger Paints India Ltd | Materials | Equity | 1.01% |
| Grindwell Norton Ltd | Materials | Equity | 1.01% |
| CreditAccess Grameen Ltd | Financial | Equity | 1.00% |
| Solar Industries India Ltd | Materials | Equity | 0.99% |
| Pfizer Ltd | Healthcare | Equity | 0.99% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.96% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.96% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.96% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.96% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 0.96% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.95% |
| Steel Authority Of India Ltd | Materials | Equity | 0.95% |
| Indian Bank | Financial | Equity | 0.95% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 0.94% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.94% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 0.92% |
| Kajaria Ceramics Ltd | Industrials | Equity | 0.92% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.91% |
| Delhivery Ltd | Industrials | Equity | 0.89% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.88% |
| Dalmia Bharat Ltd | Materials | Equity | 0.87% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.86% |
| Global Health Ltd | Healthcare | Equity | 0.86% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.85% |
| Computer Age Management Services Ltd | Financial | Equity | 0.83% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.81% |
| Navin Fluorine International Ltd | Materials | Equity | 0.81% |
| Gujarat Gas Ltd | Energy & Utilities | 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 Discretionary | Equity | 0.76% |
| REC Ltd | Financial | Equity | 0.76% |
| Bharat Electronics Ltd | Industrials | Equity | 0.74% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.68% |
| KPIT Technologies Ltd | Technology | Equity | 0.68% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.64% |
| PNC Infratech Ltd | Industrials | Equity | 0.59% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.53% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.50% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.45% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.41% |
| PI Industries Ltd | Materials | Equity | 0.40% |
| Oberoi Realty Ltd | Real Estate | 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 | Consumer Discretionary | Equity | 0.14% |
| Clean Science And Technology Ltd | Materials | Equity | 0.12% |
| Emami Ltd | Consumer Staples | Equity | 0.12% |
| Fractal Analytics Ltd. | Technology | Equity | 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 | +15.0% | +14.1% | +14.8% | +17.9% |
| 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) | |
|---|---|---|---|---|
 | +8.87% | +24.79% | 5,293.04 | |
 | +3.47% | +23.64% | 15,910.69 | |
 | +4.15% | +23.58% | 45,820.33 | |
 | +3.61% | +22.92% | 13,378.01 | |
 | +3.49% | +21.36% | 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 09 Jun 2026 is ₹333.01.
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,