UTI Mid Cap Fund Plan Growth

Equity
Mid Cap
Very High Risk
+16.19%
3Y annualised
-0.78% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹301.56
Rating
2
Min. SIP amount
Not Supported
Fund size
₹11,668.33Cr

Return calculator

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

Holdings (96)

NameSectorInstrumentAssets
Capital GoodsEquity2.45%
ConstructionEquity2.19%
FinancialEquity2.08%
TechnologyEquity2.07%
ConstructionEquity2.05%
FinancialEquity2.05%
TechnologyEquity2.03%
HealthcareEquity1.91%
AutomobileEquity1.90%
Capital GoodsEquity1.86%
HealthcareEquity1.75%
Capital GoodsEquity1.75%
ChemicalsEquity1.58%
Metals & MiningEquity1.55%
ServicesEquity1.54%
Metals & MiningEquity1.49%
ConstructionEquity1.45%
ServicesEquity1.43%
AutomobileEquity1.41%
CommunicationEquity1.37%
Capital GoodsEquity1.34%
InsuranceEquity1.33%
AutomobileEquity1.27%
TechnologyEquity1.25%
ChemicalsEquity1.24%
ChemicalsEquity1.21%
ChemicalsEquity1.19%
ChemicalsEquity1.19%
Capital GoodsEquity1.18%
HealthcareEquity1.17%
ServicesEquity1.16%
ServicesEquity1.14%
FinancialEquity1.14%
HealthcareEquity1.14%
HealthcareEquity1.13%
TextilesEquity1.13%
HealthcareEquity1.08%
Consumer DiscretionaryEquity1.06%
EnergyEquity1.05%
ServicesEquity1.03%
ChemicalsEquity1.02%
FinancialEquity1.01%
Capital GoodsEquity0.99%
HealthcareEquity0.99%
ServicesEquity0.99%
FinancialEquity0.99%
Metals & MiningEquity0.98%
TechnologyEquity0.98%
FinancialEquity0.97%
FinancialEquity0.96%
Capital GoodsEquity0.95%
AutomobileEquity0.95%
AutomobileEquity0.95%
ServicesEquity0.91%
ConstructionEquity0.90%
ServicesEquity0.89%
Consumer DiscretionaryEquity0.88%
ConstructionEquity0.87%
Consumer StaplesEquity0.84%
ConstructionEquity0.84%
EnergyEquity0.84%
EnergyEquity0.84%
HealthcareEquity0.83%
Consumer DiscretionaryEquity0.82%
FinancialEquity0.81%
FinancialEquity0.81%
Capital GoodsEquity0.79%
Consumer StaplesEquity0.78%
FinancialEquity0.70%
AutomobileEquity0.70%
ServicesEquity0.69%
FinancialEquity0.69%
FinancialEquity0.66%
HealthcareEquity0.64%
DiversifiedEquity0.61%
ChemicalsEquity0.60%
FinancialEquity0.58%
FinancialEquity0.57%
TechnologyEquity0.56%
ServicesEquity0.56%
AutomobileEquity0.55%
FinancialEquity0.54%
HealthcareEquity0.54%
HealthcareEquity0.53%
ServicesEquity0.53%
Capital GoodsEquity0.52%
Consumer DiscretionaryEquity0.49%
TechnologyEquity0.46%
HealthcareEquity0.43%
ConstructionEquity0.33%
FinancialEquity0.29%
FinancialEquity0.24%
ChemicalsEquity0.18%
HealthcareEquity0.17%
Metals & MiningEquity0.13%
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-7.1%16.2%23.4%17.7%
Category average-3.9%21.0%26.4%NA
Rank with in category473625NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
-0.4%25.2%83,104.83
5
-4.8%25.1%34,779.74
5
-2.4%24.5%38,385.96
4
-3.5%22.7%12,501.03
4
-4.3%21.4%12,251.16

Expense ratio, exit load and tax

Expense ratio: 1.75%

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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