Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹10,482 Cr
Lock In Period
N/A
Expense Ratio
1.77
Benchmark
Nifty Midcap 150 Total Return
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.
Summary
Latest details for UTI Mid Cap Fund Growth include a ₹296.0026 NAV as of Apr 30,2026 and returns since inception of 58.79%. Minimum investments start at SIP ₹500. The UTI Mid Cap Fund Growth AUM is ₹10,482 Cr, with a lock-in of N/A years, expense ratio of 1.77%, and benchmark Nifty Midcap 150 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 11.16% returns, against a category average of 2.74% and a category best of 16.89%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 11.16 | 2.74 | 16.89 |
| 6M | -3.92 | 1.51 | 26.07 |
| 1Y | 7.28 | 5.74 | 47.78 |
| 3Y | 16.66 | 17.05 | 142.86 |
Portfolio Analysis
- Equity: 98.19%
- Debt: 1.80%
- Others
As on: 2026-03-31
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About Fund
UTI Mid Cap Fund Growth managed by UTI Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹10,482 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.77. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Midcap Fund Growth | 3 | 20576.46 CR | 1.68 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10450.74 CR | 1.59 |
| This FundUTI Mid Cap Fund Growth | 1 | 10481.86 CR | 1.77 |
| This FundICICI Prudential MidCap Fund Growth | 4 | 6568.77 CR | 1.87 |
| This FundHSBC Midcap Fund Growth | 4 | 11341.83 CR | 1.73 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Midcap Fund Growth | 4.0754 | 55.1399 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundUTI Mid Cap Fund Growth | 7.2791 | 58.788 |
| This FundICICI Prudential MidCap Fund Growth | 24.3281 | 101.4126 |
| This FundHSBC Midcap Fund Growth | 21.5972 | 104.5605 |
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 1.77. 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 : 11.16%
- 6 Months : -3.92%
- 1 Year : 7.28%
- 3 Years : 16.66%
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 ₹10,482 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.
Min Inv Amount: ₹500