UTI Mid Cap Fund Plan Growth

Equity
Mid Cap
Very High Risk
+16.67%
3Y annualised
-0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Nov 2025
₹305.69
Rating
2
Min. SIP amount
Not Supported
Fund size
₹12,101.13Cr

Returns calculator

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

Holdings (92)

NameSectorInstrumentAssets
Capital GoodsEquity2.57%
ConstructionEquity2.36%
TechnologyEquity2.22%
FinancialEquity2.13%
FinancialEquity2.08%
TechnologyEquity2.02%
FinancialEquity1.96%
AutomobileEquity1.87%
Capital GoodsEquity1.75%
ConstructionEquity1.72%
HealthcareEquity1.71%
Capital GoodsEquity1.70%
Metals & MiningEquity1.67%
ServicesEquity1.61%
Consumer DiscretionaryEquity1.60%
HealthcareEquity1.55%
ChemicalsEquity1.54%
AutomobileEquity1.48%
Capital GoodsEquity1.47%
InsuranceEquity1.39%
CommunicationEquity1.38%
TechnologyEquity1.35%
ServicesEquity1.33%
FinancialEquity1.32%
AutomobileEquity1.27%
ServicesEquity1.25%
Capital GoodsEquity1.24%
FinancialEquity1.23%
ChemicalsEquity1.22%
ConstructionEquity1.22%
FinancialEquity1.19%
Metals & MiningEquity1.18%
FinancialEquity1.11%
ServicesEquity1.10%
AutomobileEquity1.09%
EnergyEquity1.09%
ServicesEquity1.08%
EnergyEquity1.06%
HealthcareEquity1.06%
Capital GoodsEquity1.06%
ChemicalsEquity1.05%
Capital GoodsEquity1.04%
Capital GoodsEquity1.04%
TextilesEquity1.04%
ChemicalsEquity1.03%
ServicesEquity1.03%
Metals & MiningEquity1.02%
TechnologyEquity1.01%
HealthcareEquity1.01%
ChemicalsEquity1.00%
AutomobileEquity0.98%
ChemicalsEquity0.97%
FinancialEquity0.97%
ConstructionEquity0.96%
HealthcareEquity0.94%
HealthcareEquity0.94%
FinancialEquity0.88%
ConstructionEquity0.87%
ServicesEquity0.86%
HealthcareEquity0.83%
HealthcareEquity0.82%
FinancialEquity0.79%
HealthcareEquity0.78%
EnergyEquity0.78%
Consumer DiscretionaryEquity0.76%
HealthcareEquity0.76%
AutomobileEquity0.75%
ConstructionEquity0.75%
Consumer StaplesEquity0.75%
TechnologyEquity0.74%
FinancialEquity0.72%
AutomobileEquity0.72%
FinancialEquity0.71%
ServicesEquity0.71%
ChemicalsEquity0.70%
Consumer DiscretionaryEquity0.70%
Consumer StaplesEquity0.67%
Consumer StaplesEquity0.66%
HealthcareEquity0.64%
ChemicalsEquity0.61%
Consumer DiscretionaryEquity0.60%
FinancialEquity0.59%
ServicesEquity0.53%
FinancialEquity0.49%
ServicesEquity0.48%
FinancialEquity0.43%
ChemicalsEquity0.33%
Metals & MiningEquity0.24%
ConstructionEquity0.23%
Consumer StaplesEquity0.17%
FinancialEquity0.13%
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
3Y5Y10YAll
Fund returns16.7%19.6%14.3%17.6%
Category average21.3%23.1%16.2%NA
Rank with in category402519NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
-4.6%25.7%37,500.86
5
9.7%25.7%4,075.13
5
9.3%25.5%89,383.23
5
5.2%24.4%41,267.69
4
3.3%21.7%12,770.14

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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