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Fund Overview of UTI Mid Cap Fund Direct-growth
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₹11,870.7 CrAUM
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₹344.05NAV
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0.92%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Mid Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.48% | NA | 4.37% |
| 6 Months | 1.46% | NA | 15.67% |
| 1 Year | 1.54% | 1.54% | -0.50% |
| 2 Years | 5.52% | 2.72% | 23.18% |
| 3 Years | 53.11% | 15.26% | 22.72% |
| 5 Years | 96.60% | 14.48% | 26.92% |
| 7 Years | 233.47% | 18.77% | NA |
| 10 Years | 313.96% | 15.26% | 16.72% |
Asset Allocation
equities
98.39%debt instruments
0.01%other assets or cash equivalents
1.60%UTI Mid Cap Fund Direct-growth is one Equity mutual fund offered by UTI Mutual Fund. the fund aims Long term capital appreciation Investment predominantly in mid cap companies It manages assets worth ₹11,870.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.92%. Fund Manager Manager EducationAbout UTI Mid Cap Fund Direct-growth
The portfolio allocation consists of 98.39% in equities, 0.01% in debt instruments, 1.60% in other assets or cash equivalents.Managed by Vishal Chopda, it has delivered a return of 1.54% in the last year, a total return since inception of 18.11%.
While evaluating wealth creation strategies long-term planners often look at best sip in india depending on returns.
Key Metrics of UTI Mid Cap Fund Direct-growth
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Standard Deviation17.67%
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Sharpe Ratio0.60%
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Alpha-3.80%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 1.23% | 10.56% | -8.19% | 18.86% | 22.88% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 1.23% | 10.56% | -8.19% | 18.86% | 22.88% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,397 | 4.88% | 17.83% | 9.38% | 26.88% | 21.94% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,397 | 4.88% | 17.83% | 9.38% | 26.88% | 21.94% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 1.17% | 10.34% | -8.94% | 17.71% | 21.60% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 1.17% | 10.34% | -8.94% | 17.71% | 21.60% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 1.12% | 11.85% | 8.22% | 24.05% | 21.56% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 1.12% | 11.85% | 8.22% | 24.05% | 21.56% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | 2.04% | 9.31% | 6.68% | 21.62% | 20.87% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | 2.04% | 9.31% | 6.68% | 21.62% | 20.87% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Mid Cap Fund Regular Plan-growth
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₹11,871 | 1.01% | 10.25% | 1.04% | 0.70% | 14.25% |
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UTI Mid Cap Fund Regular Plan-idcw
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₹11,871 | 1.01% | 10.25% | 1.04% | 0.70% | 14.25% |
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UTI Mid Cap Fund Direct-idcw
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₹11,871 | 1.08% | 10.48% | 1.46% | 1.54% | 15.26% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Regular-growth
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₹243 | 1.38% | 11.54% | -0.08% | -2.15% | 12.09% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Direct-growth
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₹243 | 1.41% | 11.66% | 0.15% | -1.71% | 12.59% |
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct-growth
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₹116 | -0.33% | 13.47% | 5.57% | 0.22% | - |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-growth
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₹116 | -0.36% | 13.35% | 5.33% | -0.22% | - |
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UTI Nifty Midcap 150 Index Fund Direct-growth
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₹70 | 0.31% | 11.55% | 2.33% | 5.25% | - |
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UTI Nifty Midcap 150 Index Fund Regular-growth
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₹70 | 0.28% | 11.43% | 2.11% | 4.79% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹204.86 | 20.85% | 20.07% | 18.08% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹226.92 | 21.62% | 20.87% | 18.98% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹51.40 | 20.85% | 20.07% | 18.08% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹80.57 | 21.62% | 20.87% | 18.98% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹144.01 | 20.24% | 17.42% | 17.85% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹168.27 | 21.52% | 18.75% | 19.28% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.25 | 21.52% | 18.75% | 19.28% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹79.09 | 20.24% | 17.42% | 17.85% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,934.36 | 24.05% | 21.56% | 19.80% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,471.24 | 23.07% | 20.60% | 18.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Polycab India Ltd | Industrials | 3.01% | ₹353.03 Cr |
| Phoenix Mills Ltd | Real Estate | 2.64% | ₹315.10 Cr |
| Polycab India Ltd | Industrials | 2.57% | ₹311.07 Cr |
| Polycab India Ltd | Industrials | 2.57% | ₹311.07 Cr |
| Polycab India Ltd | Industrials | 2.48% | ₹298.80 Cr |
| Polycab India Ltd | Industrials | 2.58% | ₹295.97 Cr |
| Phoenix Mills Ltd | Real Estate | 2.45% | ₹295.26 Cr |
| Polycab India Ltd | Industrials | 2.52% | ₹294.20 Cr |
| Polycab India Ltd | Industrials | 2.45% | ₹292.95 Cr |
| Phoenix Mills Ltd | Real Estate | 2.36% | ₹286.04 Cr |
| Phoenix Mills Ltd | Real Estate | 2.36% | ₹286.04 Cr |
| Polycab India Ltd | Industrials | 2.40% | ₹284.33 Cr |
| Phoenix Mills Ltd | Real Estate | 2.47% | ₹284.02 Cr |
| Pb Fintech Ltd | Financial | 2.43% | ₹283.25 Cr |
| Pb Fintech Ltd | Financial | 2.37% | ₹281.76 Cr |
| Max Financial Services Ltd | Financial | 2.40% | ₹281.08 Cr |
| Persistent Systems Ltd | Technology | 2.32% | ₹279.53 Cr |
| Max Financial Services Ltd | Financial | 2.30% | ₹277.44 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 2.33% | ₹276.44 Cr |
| Polycab India Ltd | Industrials | 2.33% | ₹275.42 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.34 | 18.86% | 22.88% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.19 | 18.86% | 22.88% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹235.25 | 26.88% | 21.94% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹82.13 | 26.88% | 21.94% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹93.88 | 17.71% | 21.60% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.42 | 17.71% | 21.60% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,934.36 | 24.05% | 21.56% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹191.40 | 24.05% | 21.56% | - |
| HDFC Mid Cap Fund Direct-growth |
₹226.92 | 21.62% | 20.87% | - |
| HDFC Mid Cap Fund Direct-idcw |
₹80.57 | 21.62% | 20.87% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Mid Cap Fund Direct-growth
What is the current AUM of UTI Mid Cap Fund Direct-growth?
As of Sun May 31, 2026, UTI Mid Cap Fund Direct-growth manages assets worth ₹11,870.7 crore
How has UTI Mid Cap Fund Direct-growth performed recently?
- 3 Months: 10.48%
- 6 Months: 1.46%
What is the long-term performance of UTI Mid Cap Fund Direct-growth?
- 3 Years CAGR: 15.26%
- 5 Years CAGR: 14.48%
- Since Inception: 18.11%
What is the portfolio composition of UTI Mid Cap Fund Direct-growth?
Equity: 98.39%, Debt: 0.01%, Others: 1.60%.
Who manages UTI Mid Cap Fund Direct-growth?
UTI Mid Cap Fund Direct-growth is managed by Vishal Chopda from UTI Mutual Fund.
What is the market-cap allocation of UTI Mid Cap Fund Direct-growth?
Large Cap: 9.47%, Mid Cap: 69.51%, Small Cap: 21.03%.
Which are the top companies UTI Mid Cap Fund Direct-growth has invested in?
- Polycab India Ltd – 3.01% of the fund's portfolio
- Phoenix Mills Ltd – 2.64% of the fund's portfolio
- Polycab India Ltd – 2.57% of the fund's portfolio
- Polycab India Ltd – 2.57% of the fund's portfolio
- Polycab India Ltd – 2.48% of the fund's portfolio
Which are the major sectors UTI Mid Cap Fund Direct-growth focuses on?
- Industrials – 22.90% of the fund's portfolio
- Real Estate – 12.28% of the fund's portfolio
- Financial – 9.50% of the fund's portfolio
- Consumer Discretionary – 2.33% of the fund's portfolio
- Technology – 2.32% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
