UTI Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

12,122 Cr

Lock In Period

N/A

Expense Ratio

1.86

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

UTI Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.220.474.97
6M6.462.9126.07
1Y1.264.9147.78
3Y12.7713.21142.86

Portfolio Analysis

  • Equity: 99.03%
  • Debt: 0.97%
  • Others
As on: 2026-06-30
View allocation % by

1. AJANTA PHARMA LTD.2.12%
2. AUROBINDO PHARMA LTD.2.05%
3. LUPIN LTD.1.21%
4. GLAND PHARMA LTD.1.06%
5. PFIZER LIMITED0.86%
6. GLENMARK PHARMACEUTICALS LTD.0.82%
7. ERIS LIFESCIENCES LTD0.81%
8. ANTHEM BIOSCIENCES LTD0.80%
9. SAI LIFE SCIENCES LTD0.50%
10. IPCA LABORATORIES LTD.0.04%

1. FEDERAL BANK LTD.2.29%
2. AU SMALL FINANCE BANK LTD1.87%
3. IDFC FIRST BANK LTD1.31%
4. KARUR VYSYA BANK LTD.1.00%

1. MAX FINANCIAL SERVICES LTD.2.03%
2. ADITYA BIRLA CAPITAL LTD1.03%
3. 360 ONE WAM LIMITED0.98%
4. HDB FINANCIAL SERVICES LIMITED0.79%
5. COMPUTER AGE MANAGEMENT SERV0.66%

1. COFORGE LTD2.24%
2. PERSISTENT SYSTEMS LTD.1.25%
3. MPHASIS LTD1.05%
4. KPIT TECHNOLOGIES LTD0.40%
5. BILLIONBRAINS GARAGE VENTURES LTD0.39%

1. BSE LTD2.07%
2. MULTI COMMODITY EXCHANGE OF IN1.17%

1. POLYCAB INDIA LTD2.30%
2. MOTHERSON SUMI WIRING INDIA LTD0.87%

1. SHRIRAM FINANCE LTD1.96%
2. CHOLAMANDALAM INVESTMENT & FIN1.03%

1. PHOENIX MILLS LTD2.09%
2. BRIGADE ENTERPRISES LTD.0.87%

1. SCHAEFFLER INDIA LTD1.59%
2. TIMKEN INDIA LTD.1.14%

1. HAVELLS INDIA LTD.0.96%
2. LG ELECTRONICS INDIA LTD0.90%
3. DIXON TECHNOLOGIES (INDIA) LTD0.79%

1. VOLTAMP TRANSFORMERS LTD.1.41%
2. GE VERNOVA T & D INDIA LTD0.89%
3. ACME SOLAR HOLDINGS LTD0.29%

1. PB FINTECH LTD2.56%

1. SUZLON ENERGY LTD.2.31%
2. TRIVENI TURBINE LTD0.10%

1. SRF LTD.1.41%
2. NAVIN FLUORINE INTERNATIONAL L0.87%

1. TUBE INVESTMENTS OF INDIA LTD2.20%

1. GLOBAL HEALTH LTD.1.05%
2. DR LAL PATHLABS LTD.1.02%

1. APL APOLLO TUBES LTD2.02%

1. J.K.CEMENT LTD1.50%
2. DALMIA BHARAT LTD0.50%

1. INDIAN BANK1.21%
2. BANK OF MAHARASHTRA0.79%

1. HERO MOTOCORP LTD.1.98%

1. ITC HOTELS LTD.1.04%
2. JUBILANT FOODWORKS LTD.0.86%

1. TORRENT POWER LTD.1.10%
2. JSW ENERGY LTD0.45%

1. BLUE STAR LIMITED1.54%

1. MARICO LTD1.39%

1. INFO-EDGE (INDIA) LTD.1.37%

1. BHARTI HEXACOM LTD1.35%

1. GRINDWELL NORTON LTD.1.33%

1. ENDURANCE TECHNOLOGIES LTD1.25%

1. ASTRAL LTD.1.25%

1. BHARAT FORGE LTD.1.20%

1. SWIGGY LTD1.18%

1. SOLAR INDUSTRIES INDIA LTD.1.08%

1. STEEL AUTHORITY OF INDIA LTD.1.05%

1. BERGER PAINTS INDIA LTD.1.05%

1. COROMANDEL INTERNATIONAL LTD.1.03%

1. CREDITACCESS GRAMEEN LTD1.03%

1. OIL INDIA LTD.1.03%

1. DELHIVERY LTD.1.01%

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 ₹12,122 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.86. 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
Taurus Mid Cap Fund Growth0125 CR2.65
SBI Midcap Fund Growth224,126 CR1.83
UTI Mid Cap Fund Growth112,122 CR1.86
Invesco India Midcap Fund Growth313,766 CR1.87
HSBC Midcap Fund Growth415,351 CR2.28
Fund Name1Y3Y
This FundTaurus Mid Cap Fund Growth-0.574939.6233
This FundSBI Midcap Fund Growth2.184742.9412
This FundUTI Mid Cap Fund Growth1.263343.4074
This FundInvesco India Midcap Fund Growth8.273292.3876
This FundHSBC Midcap Fund Growth17.199192.8074

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 1.86. 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 : 0.22%
  • 6 Months : 6.46%
  • 1 Year : 1.26%
  • 3 Years : 12.77%
Returns of UTI Mid Cap Fund Growth are updated daily based on NAV of ₹ 311.3291 as on Jul 21,2026. Since inception, the return has been 43.41%.

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 ₹12,122 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.