UTI Mid Cap Fund Growth Return
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- 3M
- 6M
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- 5Y
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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)
₹11,680 Cr
Lock In Period
N/A
Expense Ratio
2.09
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 ₹300.9569 as of 23 May, 2026. UTI Mid Cap Fund Growth has delivered 57.02% 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 ₹11,680 Cr. The expense ratio of the fund is 2.09%, 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 0.85% returns.
UTI Mid Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.85 | 0.02 | 4.65 |
| 6M | -2.21 | 1.69 | 26.07 |
| 1Y | 4.74 | 5.23 | 47.78 |
| 3Y | 16.23 | 14.75 | 142.86 |
Portfolio Analysis
- Equity: 98.37%
- Debt: 1.64%
- Others
As on: 2026-04-30
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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 ₹11,680 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 2.09. 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 |
|---|---|---|---|
| SBI Midcap Fund Growth | 2 | 23247.37 CR | 1.62 |
| Sundaram Mid Cap Fund - Institutional Plan Growth | 0 | 10450.74 CR | 1.59 |
| UTI Mid Cap Fund Growth | 1 | 11679.71 CR | 2.09 |
| ICICI Prudential MidCap Fund Growth | 4 | 7556.68 CR | 1.77 |
| HSBC Midcap Fund Growth | 4 | 13386.58 CR | 3.59 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Midcap Fund Growth | 1.5409 | 51.1137 |
| This FundSundaram Mid Cap Fund - Institutional Plan Growth | 38.602 | 56.9746 |
| This FundUTI Mid Cap Fund Growth | 4.7428 | 57.0182 |
| This FundICICI Prudential MidCap Fund Growth | 20.545 | 104.5016 |
| This FundHSBC Midcap Fund Growth | 18.9321 | 106.071 |
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 2.09. 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 : 0.85%
- 6 Months : -2.21%
- 1 Year : 4.74%
- 3 Years : 16.23%
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 ₹11,680 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.
