UTI Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 1.93 %Nav, as on 11-04-2025

  • Previous Nav

  • Net Change on 11-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
UTI Mid Cap Fund-Growth Option 1.27 -11.22 -1.00 11.30 26.22 15.28
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI Mid Cap Fund-Growth Option Jul 30, 2005 Unrated -1.00 11.30 26.22 1.76 10,649.44
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 6.00 15.23 29.75 1.46 48,128.71
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 4.83 12.66 23.01 1.58 28,063.01
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 7.83 22.84 34.34 1.57 26,028.34
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 2.42 14.70 31.21 1.67 20,890.26
Mirae Asset Midcap Fund - Regular Plan-Growth Jul 29, 2019 Unrated -3.29 12.64 28.68 1.70 14,921.59

Fund Holdings as on 31-March-2025

  • EQ - PHOENIX MILLS LTD

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - COFORGE LTD

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - AJANTA PHARMA LTD.

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - ALKEM LABORATORIES LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - INDIAN BANK

  • EQ - J.K.CEMENT LTD

  • NET CURRENT ASSETS

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - BHARAT FORGE LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - PB FINTECH LTD

  • EQ - NMDC LTD.

  • EQ - APL APOLLO TUBES LTD

  • EQ - MAX HEALTHCARE INSTITUTE LTD

  • EQ - P I INDUSTRIES LTD

  • EQ - BHARTI HEXACOM LTD

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - MPHASIS LTD

  • EQ - PAGE INDUSTRIES

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - FEDERAL BANK LTD.

  • EQ - ASTRAL LTD.

  • EQ - SHRIRAM FINANCE LTD

  • EQ - FSN E-COMMERCE VENTURES(NYKAA)

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - SUZLON ENERGY LTD.

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - INFO-EDGE (INDIA) LTD.

  • EQ - HERO MOTOCORP LTD.

  • EQ - ITC HOTELS LTD.

  • EQ - REC LTD

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - GRINDWELL NORTON LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - 360 ONE WAM LIMITED

  • EQ - PFIZER LIMITED

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - LIC HOUSING FINANCE LTD.

  • EQ - OBEROI REALTY LIMITED

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - DR LAL PATHLABS LTD.

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • MF UNITS UTI LIQUID CASH PLAN

  • EQ - STEEL AUTHORITY OF INDIA LTD.

  • EQ - LUPIN LTD.

  • EQ - TIMKEN INDIA LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - EMAMI LTD.

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ - VOLTAS LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - INDUSIND BANK

  • EQ - METRO BRANDS LTD

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - SWIGGY LTD

  • EQ - PNC INFRATECH LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - TORRENT POWER LTD.

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - IFB INDUS. LTD.

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - GLAND PHARMA LTD.

  • EQ - VEDANT FASHIONS LTD

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - SONATA SOFTWARE LTD

  • EQ - CIE AUTOMOTIVE INDIA LTD

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - BSE LTD

  • EQ - DELHIVERY LTD.

  • EQ - BERGER PAINTS INDIA LTD.

  • EQ - LA-OPALA RG LTD.

  • EQ - HEXAWARE TECHNOLOGIES LTD.

  • EQ - VISHAL MEGA MART LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Finance - Others

  • Construction - Real Estate

  • Steel & Iron Products

  • Cement & Construction Materials

  • Chemicals

  • Bank - Private

  • Bearings

  • Consumer Durables - Electronics

  • Plastic Products

  • Finance - Housing

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Cable

  • Fertilizers

  • Bank - Public

  • Textile

  • Miscellaneous

  • Forgings

  • Fintech

  • Mining & Minerals

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Insurance

  • Consumer Food

  • Business Support

  • Defence

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • Tyres & Allied

  • Abrasives

  • Depository Services

  • Retailing

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Air Conditioners

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

  • Professional Services

  • Courier Services

  • Paints

  • Glass

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Fund Manager

  • Education:B.Tech,PGDM(General Management)
  • Experience:12
  • Basic Details:He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
  • Funds Managed:
  • UTI Innovation Fund
  • UTI Mid Cap Fund
  • UTI Small Cap Fund
  • UTI Mid Cap Fund
  • UTI Small Cap Fund

  • Cash

  • Deposits

  • Equity

  • MFU

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About UTI Mid Cap Fund

Scheme Analysis

UTI Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to UTI Mutual Fund. It was launched on 30-Jul-2005 and currently has an AUM of ₹10,649.44 crore. UTI Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of UTI Mid Cap Fund ended up ₹4.92(1.93%)yesterday to ₹259.5043.

Among its top 3 holdings the fund has exposure to EQ - PHOENIX MILLS LTD, and

The UTI Mid Cap Fund is managed by Ankit Agarwal .

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com