UTI Mid Cap Fund Plan Growth

Equity
Mid Cap
Very High Risk
16.18%
3Y annualised
+0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹299.91
Rating
2
Min. SIP amount
Not Supported
Fund size
₹11,822.41Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (94)

NameSectorInstrumentAssets
Capital GoodsEquity2.33%
ConstructionEquity2.13%
ConstructionEquity2.12%
TechnologyEquity2.07%
TechnologyEquity1.96%
FinancialEquity1.92%
FinancialEquity1.92%
HealthcareEquity1.89%
Capital GoodsEquity1.85%
Capital GoodsEquity1.84%
AutomobileEquity1.80%
HealthcareEquity1.79%
ChemicalsEquity1.67%
ServicesEquity1.55%
Metals & MiningEquity1.53%
Metals & MiningEquity1.51%
HealthcareEquity1.51%
AutomobileEquity1.49%
ChemicalsEquity1.47%
CommunicationEquity1.45%
InsuranceEquity1.38%
ChemicalsEquity1.37%
ServicesEquity1.36%
Capital GoodsEquity1.35%
ConstructionEquity1.33%
TextilesEquity1.22%
ChemicalsEquity1.20%
TechnologyEquity1.19%
ServicesEquity1.19%
AutomobileEquity1.17%
Capital GoodsEquity1.14%
ChemicalsEquity1.13%
ServicesEquity1.13%
HealthcareEquity1.12%
ServicesEquity1.11%
AutomobileEquity1.10%
HealthcareEquity1.10%
HealthcareEquity1.07%
ServicesEquity1.06%
FinancialEquity1.06%
ChemicalsEquity1.05%
Consumer DiscretionaryEquity1.02%
FinancialEquity1.02%
EnergyEquity1.00%
Capital GoodsEquity0.98%
TechnologyEquity0.98%
FinancialEquity0.98%
Capital GoodsEquity0.97%
ServicesEquity0.97%
FinancialEquity0.92%
FinancialEquity0.91%
HealthcareEquity0.90%
FinancialEquity0.89%
EnergyEquity0.88%
HealthcareEquity0.88%
Capital GoodsEquity0.88%
ConstructionEquity0.87%
Consumer StaplesEquity0.87%
EnergyEquity0.87%
ConstructionEquity0.86%
ConstructionEquity0.85%
Consumer DiscretionaryEquity0.84%
Consumer DiscretionaryEquity0.84%
Consumer StaplesEquity0.84%
AutomobileEquity0.83%
Metals & MiningEquity0.83%
HealthcareEquity0.81%
FinancialEquity0.81%
ServicesEquity0.80%
FinancialEquity0.77%
HealthcareEquity0.72%
FinancialEquity0.72%
FinancialEquity0.71%
AutomobileEquity0.70%
ServicesEquity0.69%
Capital GoodsEquity0.65%
ChemicalsEquity0.64%
AutomobileEquity0.64%
TechnologyEquity0.62%
FinancialEquity0.61%
DiversifiedEquity0.60%
ServicesEquity0.54%
ServicesEquity0.53%
FinancialEquity0.50%
FinancialEquity0.49%
HealthcareEquity0.43%
Consumer DiscretionaryEquity0.43%
ConstructionEquity0.42%
TechnologyEquity0.36%
HealthcareEquity0.29%
Metals & MiningEquity0.22%
National Securities Depository Ltd
FinancialEquity0.19%
FinancialEquity0.16%
Deldot Systems Ltd
TechnologyEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-6.3%16.2%22.6%17.7%
Category average-3.3%20.1%25.4%NA
Rank with in category443524NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
1.7%28.6%33,608.53
5
1.4%25.2%83,847.39
5
0.1%24.3%38,581.28
4
-0.4%22.6%12,595.54
4
-2.1%21.8%12,540.39

Expense ratio, exit load and tax

Expense ratio: 1.76%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 1 year

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Vishal Chopda
Jun 2025 - Present
View details

Education
Mr. Chopda is BE, PGDM & CFA
Experience
He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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