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Fund Overview of UTI Mid Cap Fund Direct-growth
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₹11,870.7 CrAUM
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₹344.08NAV
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1.89%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Mid Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.65% | NA | 4.37% |
| 6 Months | 2.74% | NA | 15.67% |
| 1 Year | 2.54% | 2.54% | -0.50% |
| 2 Years | 6.30% | 3.10% | 23.18% |
| 3 Years | 52.53% | 15.11% | 22.72% |
| 5 Years | 97.89% | 14.63% | 26.92% |
| 7 Years | 236.00% | 18.90% | NA |
| 10 Years | 311.86% | 15.21% | 16.72% |
Compare UTI Mid Cap Fund Direct-growth with other mutual funds in the same category
UTI Mid Cap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
98.39%debt instruments
0.01%other assets or cash equivalents
1.60%UTI Mid Cap Fund Direct-growth is one Equity mutual fund offered by UTI Mutual Fund. the fund aims Long term capital appreciation Investment predominantly in mid cap companies It manages assets worth ₹11,870.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.89%. Fund Manager Manager EducationAbout UTI Mid Cap Fund Direct-growth
The portfolio allocation consists of 98.39% in equities, 0.01% in debt instruments, 1.60% in other assets or cash equivalents.Managed by Vishal Chopda, it has delivered a return of 2.54% in the last year, a total return since inception of 18.15%.
While evaluating wealth creation strategies long-term planners often look at best sip in india depending on returns.
Key Metrics of UTI Mid Cap Fund Direct-growth
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Standard Deviation17.67%
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Sharpe Ratio0.60%
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Alpha-3.80%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Mid Cap Fund Regular Plan-growth
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₹11,871 | 2.83% | 10.43% | 2.32% | 1.68% | 14.10% |
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UTI Mid Cap Fund Regular Plan-idcw
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₹11,871 | 2.83% | 10.43% | 2.32% | 1.68% | 14.10% |
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UTI Mid Cap Fund Direct-idcw
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₹11,871 | 2.90% | 10.65% | 2.74% | 2.54% | 15.11% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Regular-growth
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₹243 | 3.78% | 12.62% | 2.54% | -1.55% | 12.20% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Direct-growth
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₹243 | 3.82% | 12.74% | 2.77% | -1.11% | 12.71% |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct-growth
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₹116 | 2.61% | 14.81% | 8.86% | 2.30% | - |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
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₹116 | 2.57% | 14.68% | 8.61% | 1.84% | - |
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UTI Nifty Midcap 150 Index Fund Direct-growth
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₹70 | 2.42% | 11.87% | 4.33% | 6.29% | - |
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UTI Nifty Midcap 150 Index Fund Regular-growth
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₹70 | 2.38% | 11.75% | 4.11% | 5.83% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Polycab India Ltd | Industrials | 2.40% | ₹284.33 Cr |
| Pb Fintech Ltd | Financial | 2.37% | ₹281.76 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 2.33% | ₹276.44 Cr |
| Max Financial Services Ltd | Financial | 2.19% | ₹259.47 Cr |
| Suzlon Energy Ltd | Industrials | 2.11% | ₹250.76 Cr |
| Coforge Ltd | Technology | 2.04% | ₹241.71 Cr |
| Bse Ltd | Financial | 2.01% | ₹238.40 Cr |
| Phoenix Mills Ltd | Real Estate | 1.94% | ₹230.26 Cr |
| The Federal Bank Ltd | Financial | 1.87% | ₹222.49 Cr |
| Ajanta Pharma Ltd | Healthcare | 1.85% | ₹219.67 Cr |
| Apl Apollo Tubes Ltd | Industrials | 1.77% | ₹210.58 Cr |
| Aurobindo Pharma Ltd | Healthcare | 1.73% | ₹205.06 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.68% | ₹198.90 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.65% | ₹196.12 Cr |
| Schaeffler India Ltd | Industrials | 1.60% | ₹189.92 Cr |
| Net Current Assets | Unspecified | 1.60% | ₹189.40 Cr |
| Au Small Finance Bank Ltd | Financial | 1.58% | ₹187.09 Cr |
| Blue Star Ltd | Industrials | 1.54% | ₹182.74 Cr |
| Persistent Systems Ltd | Technology | 1.53% | ₹181.80 Cr |
| Bank Of Maharashtra | Financial | 1.52% | ₹179.94 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Mid Cap Fund Direct-growth
What is the current AUM of UTI Mid Cap Fund Direct-growth?
As of Sun May 31, 2026, UTI Mid Cap Fund Direct-growth manages assets worth ₹11,870.7 crore
How has UTI Mid Cap Fund Direct-growth performed recently?
- 3 Months: 10.65%
- 6 Months: 2.74%
What is the long-term performance of UTI Mid Cap Fund Direct-growth?
- 3 Years CAGR: 15.11%
- 5 Years CAGR: 14.63%
- Since Inception: 18.15%
What is the portfolio composition of UTI Mid Cap Fund Direct-growth?
Equity: 98.39%, Debt: 0.01%, Others: 1.60%.
Who manages UTI Mid Cap Fund Direct-growth?
UTI Mid Cap Fund Direct-growth is managed by Vishal Chopda from UTI Mutual Fund.
What is the market-cap allocation of UTI Mid Cap Fund Direct-growth?
Large Cap: 9.47%, Mid Cap: 69.51%, Small Cap: 21.03%.
Which are the top companies UTI Mid Cap Fund Direct-growth has invested in?
- Polycab India Ltd – 2.40% of the fund's portfolio
- PB Fintech Ltd – 2.37% of the fund's portfolio
- Tube Investments Of India Ltd – 2.33% of the fund's portfolio
- Max Financial Services Ltd – 2.19% of the fund's portfolio
- Suzlon Energy Ltd – 2.11% of the fund's portfolio
Which are the major sectors UTI Mid Cap Fund Direct-growth focuses on?
- Financial – 13.21% of the fund's portfolio
- Industrials – 9.42% of the fund's portfolio
- Consumer Discretionary – 3.98% of the fund's portfolio
- Healthcare – 3.58% of the fund's portfolio
- Technology – 3.57% of the fund's portfolio
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