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F&O
1M
6M
All
NAV: 18 Sep 2025
₹11.36
Rating
NA
Min. SIP amount
₹500
Fund size
₹77.38Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (100)
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Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 3.3% | -2.8% | 18.6% | 11.7% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 47 | 36 | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 2.3% | 28.7% | 34,779.74 |
HDFC Mid Cap Fund Direct Growth | 5 | 4.0% | 26.2% | 83,104.83 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 3.2% | 25.8% | 11,297.33 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 1.6% | 25.5% | 38,385.96 |
Sundaram Mid Cap Fund Direct Growth | 4 | 1.5% | 23.9% | 12,501.03 |
Expense ratio, exit load and tax
Expense ratio: 0.65%
Inclusive of GST
Exit load
Nil
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%.
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Check past data
Fund management
Sharwan Kumar GoyalJan 2025 - PresentView details
Sharwan Kumar Goyal
Jan 2025 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
Ayush JainJan 2025 - PresentView details
Ayush Jain
Jan 2025 - Present
View details
Education
Mr. Jain is B.Com, C.A and CFA (level 1).
Experience
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
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
NAWebsite
www.utimf.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Mid Cap
Pros
Exit load is zero
Cons
Higher expense ratio: 0.65%
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