UTI Mid Cap Fund Growth Return

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  • 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)

₹12,795 Cr

Lock In Period

N/A

Expense Ratio

1.97

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(%)
1M-3.44-0.712.55
6M11.893.7423.35
1Y1.074.1147.78
3Y10.2614.2589.13

Portfolio Analysis

  • Equity: 97.80%
  • Debt: 1.19%
  • Others
As on: 2026-08-31
View allocation % by

1. AUROBINDO PHARMA LTD.2.15%
2. AJANTA PHARMA LTD.2.07%
3. ANTHEM BIOSCIENCES LTD1.40%
4. GLAND PHARMA LTD.1.11%
5. LUPIN LTD.0.92%
6. GLENMARK PHARMACEUTICALS LTD.0.87%
7. PFIZER LIMITED0.86%
8. IPCA LABORATORIES LTD.0.32%

1. AU SMALL FINANCE BANK LTD2.76%
2. FEDERAL BANK LTD.2.08%
3. IDFC FIRST BANK LTD1.41%
4. KARUR VYSYA BANK LTD.0.96%

1. COFORGE LTD3.26%
2. PERSISTENT SYSTEMS LTD.1.42%
3. MPHASIS LTD1.14%
4. BILLIONBRAINS GARAGE VENTURES LTD0.45%

1. MAX FINANCIAL SERVICES LTD.1.97%
2. 360 ONE WAM LIMITED1.47%
3. ADITYA BIRLA CAPITAL LTD1.28%

1. SUZLON ENERGY LTD.1.89%
2. BHARAT HEAVY ELECTRICALS LTD.1.76%
3. TRIVENI TURBINE LTD0.64%

1. PB FINTECH LTD3.08%

1. SHRIRAM FINANCE LTD2.00%
2. CHOLAMANDALAM INVESTMENT & FIN1.02%

1. PHOENIX MILLS LTD1.78%
2. BRIGADE ENTERPRISES LTD.1.20%

1. POLYCAB INDIA LTD2.07%
2. MOTHERSON SUMI WIRING INDIA LTD0.66%

1. GLOBAL HEALTH LTD.1.16%
2. DR LAL PATHLABS LTD.1.01%
3. MANIPAL HEALTH ENTERPRISES LIMITED0.53%

1. MULTI COMMODITY EXCHANGE OF IN1.29%
2. BSE LTD1.28%

1. SCHAEFFLER INDIA LTD1.44%
2. TIMKEN INDIA LTD.1.01%

1. APL APOLLO TUBES LTD2.43%

1. SWIGGY LTD1.54%
2. MEESHO LTD0.68%

1. SRF LTD.1.20%
2. NAVIN FLUORINE INTERNATIONAL L0.98%

1. HERO MOTOCORP LTD.2.17%

1. HAVELLS INDIA LTD.1.19%
2. LG ELECTRONICS INDIA LTD0.93%

1. INFO-EDGE (INDIA) LTD.1.92%

1. J.K.CEMENT LTD1.56%

1. STEEL AUTHORITY OF INDIA LTD.1.48%

1. BHARTI HEXACOM LTD1.41%
2. TATA COMMUNICATIONS LTD.0.06%

1. VOLTAMP TRANSFORMERS LTD.1.41%

1. INDIAN BANK1.40%

1. TORRENT POWER LTD.1.33%

1. BLUE STAR LIMITED1.32%

1. LENSKART SOLUTIONS LTD1.29%

1. ENDURANCE TECHNOLOGIES LTD1.27%

1. GRINDWELL NORTON LTD.1.19%

1. ASHOK LEYLAND LTD1.17%

1. OIL INDIA LTD.1.13%

1. SOLAR INDUSTRIES INDIA LTD.1.02%
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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 ₹12,795 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.97. 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
SBI Midcap Fund Growth224,518 CR1.8
PGIM India Midcap Fund Growth211,217 CR1.94
UTI Mid Cap Fund Growth112,795 CR1.97
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundSBI Midcap Fund Growth1.21529.7762
This FundPGIM India Midcap Fund Growth-3.125930.4006
This FundUTI Mid Cap Fund Growth1.065734.059
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

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 1.97. 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 : -3.44%
  • 6 Months : 11.89%
  • 1 Year : 1.07%
  • 3 Years : 10.26%
Returns of UTI Mid Cap Fund Growth are updated daily based on NAV of ₹ 314.2583 as on Sep 18,2026. Since inception, the return has been 34.06%.

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 ₹12,795 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.