UTI Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

11,871 Cr

Lock In Period

N/A

Expense Ratio

1.72

Exit Load

For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.

Benchmark

Nifty Midcap 150 Total Return

Summary

UTI Mid Cap Fund Growth NAV is ₹306.1977 as of 2 Jul, 2026. UTI Mid Cap Fund Growth has delivered 46.06% returns since its launch. The minimum SIP investment amount in UTI Mid Cap Fund Growth is ₹500. The AUM of UTI Mid Cap Fund Growth is ₹11,871 Cr. The expense ratio of the fund is 1.72%, and its benchmark is Nifty Midcap 150 Total Return. The current exit load of the fund is For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.. In the last 1M months, UTI Mid Cap Fund Growth has delivered 1.34% returns.

UTI Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.340.225.93
6M1.071.8026.07
1Y-1.014.3447.78
3Y13.4615.55142.86

Portfolio Analysis

  • Equity: 98.38%
  • Debt: 1.61%
  • Others
As on: 2026-05-31
View allocation % by

1. AJANTA PHARMA LTD.1.85%
2. AUROBINDO PHARMA LTD.1.73%
3. LUPIN LTD.1.38%
4. GLENMARK PHARMACEUTICALS LTD.1.15%
5. GLAND PHARMA LTD.0.98%
6. PFIZER LIMITED0.95%
7. ERIS LIFESCIENCES LTD0.81%
8. SAI LIFE SCIENCES LTD0.48%
9. ANTHEM BIOSCIENCES LTD0.30%

1. FEDERAL BANK LTD.1.87%
2. AU SMALL FINANCE BANK LTD1.58%
3. IDFC FIRST BANK LTD1.20%
4. KARUR VYSYA BANK LTD.0.92%
5. INDUSIND BANK0.77%

1. COFORGE LTD2.04%
2. PERSISTENT SYSTEMS LTD.1.53%
3. MPHASIS LTD1.15%
4. KPIT TECHNOLOGIES LTD0.68%
5. BILLIONBRAINS GARAGE VENTURES LTD0.28%

1. MAX FINANCIAL SERVICES LTD.2.19%
2. HDB FINANCIAL SERVICES LIMITED0.95%
3. COMPUTER AGE MANAGEMENT SERV0.88%
4. 360 ONE WAM LIMITED0.85%
5. ADITYA BIRLA CAPITAL LTD0.77%

1. BSE LTD2.01%
2. MULTI COMMODITY EXCHANGE OF IN1.49%

1. POLYCAB INDIA LTD2.40%
2. MOTHERSON SUMI WIRING INDIA LT0.87%

1. DIXON TECHNOLOGIES (INDIA) LTD1.19%
2. LG ELECTRONICS INDIA LTD0.90%
3. HAVELLS INDIA LTD.0.89%

1. SCHAEFFLER INDIA LTD1.60%
2. TIMKEN INDIA LTD.1.21%

1. PHOENIX MILLS LTD1.94%
2. BRIGADE ENTERPRISES LTD.0.82%

1. SHRIRAM FINANCE LTD1.68%
2. CHOLAMANDALAM INVESTMENT & FIN0.91%

1. BANK OF MAHARASHTRA1.52%
2. INDIAN BANK1.05%

1. VOLTAMP TRANSFORMERS LTD.1.32%
2. GE VERNOVA T & D INDIA LTD1.19%

1. PB FINTECH LTD2.37%

1. TUBE INVESTMENTS OF INDIA LTD2.33%

1. SRF LTD.1.42%
2. NAVIN FLUORINE INTERNATIONAL L0.83%

1. SUZLON ENERGY LTD.2.11%

1. J.K.CEMENT LTD1.37%
2. DALMIA BHARAT LTD0.67%

1. DR LAL PATHLABS LTD.1.02%
2. GLOBAL HEALTH LTD.0.90%

1. ITC HOTELS LTD.0.91%
2. JUBILANT FOODWORKS LTD.0.90%

1. APL APOLLO TUBES LTD1.77%

1. JSW ENERGY LTD0.92%
2. TORRENT POWER LTD.0.78%

1. HERO MOTOCORP LTD.1.65%

1. BLUE STAR LIMITED1.54%

1. ASTRAL LTD.1.44%

1. INFO-EDGE (INDIA) LTD.1.42%

1. MARICO LTD1.40%

1. BHARTI HEXACOM LTD1.35%

1. BHARAT FORGE LTD.1.32%

1. ENDURANCE TECHNOLOGIES LTD1.30%

1. SWIGGY LTD1.17%

1. GRINDWELL NORTON LTD.1.15%

1. SOLAR INDUSTRIES INDIA LTD.1.09%

1. OIL INDIA LTD.1.08%

1. BERGER PAINTS INDIA LTD.1.05%

1. STEEL AUTHORITY OF INDIA LTD.1.03%

About Fund UTI Mid Cap Fund Growth

UTI Mid Cap Fund Growth managed by UTI Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹11,871 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.72. Under the expert guidance of Vishal Chopda ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vishal Chopda

.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
PGIM India Midcap Fund Growth210821.62 CR1.75
SBI Midcap Fund Growth223416.75 CR1.62
UTI Mid Cap Fund Growth111870.75 CR1.72
Invesco India Midcap Fund Growth312396.75 CR1.71
HSBC Midcap Fund Growth414249.22 CR1.72
Fund Name1Y3Y
This FundPGIM India Midcap Fund Growth-2.383538.5179
This FundSBI Midcap Fund Growth0.151943.1676
This FundUTI Mid Cap Fund Growth-1.005246.0588
This FundInvesco India Midcap Fund Growth7.534494.794
This FundHSBC Midcap Fund Growth16.4741101.8955

UTI Mid Cap Fund Growth FAQs

UTI Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Mid Cap Fund Growth is 1.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.34%
  • 6 Months : 1.07%
  • 1 Year : -1.01%
  • 3 Years : 13.46%
Returns of UTI Mid Cap Fund Growth are updated daily based on NAV of ₹ 306.1977 as on Jun 30,2026. Since inception, the return has been 46.06%.

You can invest in UTI Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Mid Cap Fund Growth is ₹11,871 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.