UTI Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.17%)Nav, as on 07-03-2025

  • Previous Nav

  • Net Change on 07-03-2025

  • 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 -7.65 -17.17 2.48 15.90 20.79 15.35
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 2.48 15.90 20.79 1.78 9,899.35
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 9.59 20.00 22.93 1.47 43,941.48
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 7.71 23.86 24.95 1.61 30,276.31
Quant Mid Cap Fund-Growth Feb 26, 2001 -8.87 21.23 28.86 1.79 7,615.71

Fund Holdings as on 28-February-2025

  • NET CURRENT ASSETS

  • EQ - COFORGE LTD

  • EQ - PHOENIX MILLS LTD

  • EQ - PERSISTENT SYSTEMS LTD.

  • EQ - AJANTA PHARMA LTD.

  • EQ - PB FINTECH LTD

  • EQ - SOLAR INDUSTRIES INDIA LTD.

  • EQ - ALKEM LABORATORIES LTD

  • EQ - MAX FINANCIAL SERVICES LTD.

  • EQ - POLYCAB INDIA LTD

  • EQ - INDIAN BANK

  • EQ - JUBILANT FOODWORKS LTD.

  • EQ - BHARAT FORGE LTD.

  • EQ - COROMANDEL INTERNATIONAL LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - J.K.CEMENT LTD

  • EQ - SCHAEFFLER INDIA LTD

  • EQ - TUBE INVESTMENTS OF INDIA LTD

  • EQ - NMDC LTD.

  • EQ - MUTHOOT FINANCE LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - ICICI LOMBARD GENERAL INSURANC

  • EQ - BHARTI HEXACOM LTD

  • EQ - APL APOLLO TUBES LTD

  • EQ - INDUSIND BANK

  • EQ - ASTRAL LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - FEDERAL BANK LTD.

  • EQ - MPHASIS LTD

  • EQ - SHRIRAM FINANCE LTD

  • EQ - MAX HEALTHCARE INSTITUTE LTD

  • EQ - AAVAS FINANCIERS LTD.

  • EQ - SUPREME INDUSTRIES LTD.

  • EQ - HERO MOTOCORP LTD.

  • EQ - SONA BLW PRECISION FORGING LTD

  • EQ - 360 ONE WAM LIMITED

  • EQ - BALKRISHNA INDUSTRIES LTD.

  • EQ - INFO-EDGE (INDIA) LTD.

  • EQ - CROMPTON GREAVES CONSUMER ELEC

  • EQ - FSN E-COMMERCE VENTURES(NYKAA)

  • EQ - PAGE INDUSTRIES

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - ITC HOTELS LTD.

  • EQ - ERIS LIFESCIENCES LTD

  • EQ - SUZLON ENERGY LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - COMPUTER AGE MANAGEMENT SERV

  • EQ - PFIZER LIMITED

  • EQ - DR LAL PATHLABS LTD.

  • EQ - P I INDUSTRIES LTD

  • EQ - LUPIN LTD.

  • EQ - OBEROI REALTY LIMITED

  • EQ - METRO BRANDS LTD

  • EQ - REC LTD

  • EQ - ENDURANCE TECHNOLOGIES LTD

  • EQ - LIC HOUSING FINANCE LTD.

  • EQ - KARUR VYSYA BANK LTD.

  • EQ - EMAMI LTD.

  • EQ - TIMKEN INDIA LTD.

  • EQ - GUJARAT GAS LTD

  • EQ - UNITED BREWERIES LTD.

  • EQ - MOTHERSON SUMI WIRING INDIA LT

  • EQ - GRINDWELL NORTON LTD.

  • EQ - PRAJ INDUSRIES LTD.

  • EQ - VOLTAMP TRANSFORMERS LTD.

  • EQ - PNC INFRATECH LTD

  • EQ - VOLTAS LTD.

  • EQ - KAJARIA CERAMICS LTD.

  • EQ - VEDANT FASHIONS LTD

  • EQ - WHIRLPOOL OF INDIA LTD.

  • EQ - STEEL AUTHORITY OF INDIA LTD.

  • EQ - KPIT TECHNOLOGIES LTD

  • EQ - AARTI INDUSTRIES LTD.

  • EQ - GLAND PHARMA LTD.

  • EQ - SWIGGY LTD

  • EQ - SONATA SOFTWARE LTD

  • EQ - CREDITACCESS GRAMEEN LTD

  • EQ - IFB INDUS. LTD.

  • EQ - CIE AUTOMOTIVE INDIA LTD

  • EQ - TEAMLEASE SERVICES LTD. .

  • EQ - DELHIVERY LTD.

  • EQ - BERGER PAINTS INDIA LTD.

  • EQ - VISHAL MEGA MART LTD

  • EQ - LA-OPALA RG LTD.

  • EQ - HEXAWARE TECHNOLOGIES LTD.

  • EQ - JSW ENERGY LTD

  • EQ - TATA COMMUNICATIONS LTD.

  • AXIS BANK LTD. STD - MARGIN

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • EQ - DELDOT SYSTEMS LTD.

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Miscellaneous

  • Construction - Real Estate

  • Bank - Private

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Finance - Others

  • Steel & Iron Products

  • Chemicals

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Forgings

  • Fintech

  • Finance - Housing

  • Auto Ancillary

  • Textile

  • Cable

  • e-Commerce

  • Electric Equipment

  • Bank - Public

  • Consumer Food

  • Fertilizers

  • Consumer Durables - Electronics

  • Cycles

  • Mining & Minerals

  • Telecommunication - Service Provider

  • Insurance

  • Retailing

  • Business Support

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • BPO/ITeS

  • Defence

  • Hotel, Resort & Restaurants

  • Depository Services

  • Pesticides & Agrochemicals

  • Finance Term Lending

  • Household & Personal Products

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Abrasives

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • Professional Services

  • Courier Services

  • Paints

  • Glass

  • Power Generation/Distribution

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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

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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 ₹9,899.35 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 down ₹-0.44(-0.17%)yesterday to ₹258.8552.

Among its top 3 holdings the fund has exposure to NET CURRENT ASSETS, 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