UTI Mid Cap Fund Regular Plan-Growth

Fund Details

NAV 265.5466

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 20.64

Fund Size(in Crores) 11734.38

Fund Performance

1 Month -10.94%

3 Month -12.78%

6 Month -12.63%

1 Year -1.36%

3 Year 14.56%

5 Year 12.69%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.33%) Market Cap Small Cap 23.23 Large Cap 13.01 Mid Cap 62.09 Top Sectors Financial 18.79 Capital Goods 12.68 Healthcare 11.23 Services 9.72 Automobile 8.3 Materials 6.51 Technology 5.82 Metals & Mining 4.87 Chemicals 4.6 Consumer Discretionary 4.26 Energy 3.79 Construction 3.71 Consumer Staples 1.79 Communication 1.3 Insurance 0.97 Top Holding PI Industries 0.66 Astral 1.56 Havells India 0.92 Endurance Technologies 1.28 SRF 1.17 Gujarat Gas 1.05 Oil India 0.7 IDFC First Bank 1.41 Eris Lifesciences 0.8 Metro Brands 0.77 MCX 0.86 Deldot Systems 0 360 One Wam 0.85 CreditAccess Grameen 0.97 Gland Pharma 0.8 Info Edge (India) 1.05 Hero Motocorp 1.95 JK Cement 1.57 Nippon Life India Asset Management 0.87 Dixon Technologies (India) 1.14 Cholamandalam Investment and Finance Company 1.03 Bharti Hexacom 1.3 Meesho 0.15 Global Health 0.72 Navin Fluorine International 0.51 Delhivery 0.82 Bharat Forge 1.34 Mphasis 1.37 Marico 1.14 Crompton Greaves Con. Electricals 0.42 Grindwell Norton 1.04 Dalmia Bharat 0.91 Hindustan Petroleum Corporation 1.12 Oberoi Realty 0.84 CAMS 0.76 Swiggy 1.05 Karur Vysya Bank 1.25 PB Fintech 1.76 Emami 0.29 Bank of Maharashtra 1.59 IFB Industries 0.3 Solar Industries India 0.86 Kajaria Ceramics 0.82 HDB Financial Services 1 The Phoenix Mills 2.3 Vedant Fashions 0.28 APL Apollo Tubes 2.15 Syngene International 0.48 Voltamp Transformers 1.28 JSW Energy 0.33 Glenmark Pharmaceuticals 1.09 Motherson Wiring 0.92 KPIT Technologies 0.69 Persistent Systems 1.75 La Opala RG 0.18 Supreme Industries 0.51 Pfizer 1.08 Fractal Analytics 0.19 Bikaji Foods International 0.36 Aurobindo Pharma 1.14 Lupin 1.47 Coromandel International 1.18 Ajanta Pharma 1.98 Indian Bank 1.18 Blue Star 1.82 Bharat Electronics 0.76 Jindal Stainless 1.06 Tube Investments Of India 2.06 ITC Hotels 1.05 Jubilant FoodWorks 1.28 Polycab India 3.01 REC 0.75 ICICI Lombard Gen. Insurance 0.97 Berger Paints India 0.97 Torrent Power 0.92 LG Electronics India 0.95 PNC Infratech 0.57 Schaeffler India 1.71 Vishal Mega Mart 0.66 Suzlon Energy 1.36 Balkrishna Industries 0.75 The Federal Bank 2.22 Clean Science And Technology 0.21 Dr. Lal Pathlabs 0.89 Coforge 1.82 Shriram Finance 1.79 GE Vernova T&D 0.98 Timken India 1.18 Aster DM Healthcare 0.78 AU Small Finance Bank 1.47 Steel Authority Of India 0.63 Max Financial Services 2.4

Debt & Others (1.67%) Sector Allocation CBLO 0.01 Net Current Assets 1.66 Debt Credit Ratings Debt Category Others 1.67

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.78%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Vishal Chopda

Education Mr. Chopda is BE, PGDM & CFA

Experience He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.

Ankit Agarwal

Education Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Experience Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 28

Date of Incorporation 2005-08-01

Total AUM 396376.12

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.