UTI Mid Cap Fund Regular Plan-Growth

Fund Details

NAV 297.0

Sub-Type Mid Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 20.85

Fund Size(in Crores) 11679.7

Fund Performance

1 Month -0.32%

3 Month 1.76%

6 Month -2.09%

1 Year -0.82%

3 Year 14.13%

5 Year 13.18%

Know This Fund

As on 08 Jun 2026

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

Equity (98.36%) Market Cap Large Cap 8.59 Mid Cap 67.45 Small Cap 22.32 Top Sectors Financial 18.11 Capital Goods 13.67 Services 11.68 Healthcare 11.41 Automobile 7.98 Materials 5.79 Technology 5.11 Metals & Mining 4.82 Chemicals 4.62 Consumer Discretionary 3.73 Energy 3.68 Construction 3.53 Consumer Staples 1.94 Communication 1.39 Insurance 0.91 Top Holding 360 One Wam 0.81 Ajanta Pharma 1.81 Anthem Biosciences 0.31 APL Apollo Tubes 1.84 Aster DM Healthcare 0.41 Astral 1.42 Aurobindo Pharma 1.72 AU Small Finance Bank 1.65 Balkrishna Industries 0.68 Bank of Maharashtra 1.58 Berger Paints India 1.01 Bharat Electronics 0.74 Bharat Forge 1.29 Bharti Hexacom 1.39 Bikaji Foods International 0.5 Blue Star 1.75 Brigade Enterprises 0.64 CAMS 0.83 Cholamandalam Investment and Finance Company 0.94 Clean Science And Technology 0.12 Coforge 1.74 Coromandel International 1.06 CreditAccess Grameen 1 Dalmia Bharat 0.87 Deldot Systems 0 Delhivery 0.89 Dixon Technologies (India) 1.18 Dr. Lal Pathlabs 0.88 Emami 0.12 Endurance Technologies 1.13 Eris Lifesciences 0.78 Fractal Analytics 0.08 GE Vernova T&D 1.07 Gland Pharma 0.77 Glenmark Pharmaceuticals 1.24 Global Health 0.86 Grindwell Norton 1.01 Gujarat Gas 0.8 Havells India 0.96 HDB Financial Services 0.96 Hero Motocorp 1.75 Hindustan Petroleum Corporation 0.45 ICICI Lombard Gen. Insurance 0.91 IDFC First Bank 1.19 IFB Industries 0.25 Indian Bank 0.95 Indusind Bank 0.78 Info Edge (India) 1.42 ITC Hotels 0.96 Jindal Stainless 1.03 JK Cement 1.43 JSW Energy 0.96 Jubilant FoodWorks 1.02 Kajaria Ceramics 0.92 Karur Vysya Bank 0.95 KPIT Technologies 0.68 La Opala RG 0.14 LG Electronics India 0.96 Lupin 1.44 Marico 1.32 Max Financial Services 2.1 MCX 1.93 Metro Brands 0.76 Motherson Wiring 0.92 Mphasis 1.17 Navin Fluorine International 0.81 Nippon Life India Asset Management 0.86 Oberoi Realty 0.34 Oil India 1.05 PB Fintech 2.43 Persistent Systems 1.44 Petronet LNG 0.53 Pfizer 0.99 PI Industries 0.4 PNC Infratech 0.59 Polycab India 2.22 REC 0.76 Sai Life Sciences 0.2 Schaeffler India 1.62 Shriram Finance 1.69 Solar Industries India 0.99 SRF 1.25 Steel Authority Of India 0.95 Suzlon Energy 2.09 Swiggy 1.25 The Federal Bank 1.89 The Phoenix Mills 1.96 Timken India 1.16 Torrent Power 0.85 Tube Investments Of India 2.22 Vishal Mega Mart 0.94 Voltamp Transformers 1.66

Debt & Others (1.64%) Sector Allocation CBLO 0.01 Net Current Assets 1.63 Debt Credit Ratings Debt Category Others 1.64

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.69%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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..

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.

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) 65

Date of Incorporation 2005-08-01

Total AUM 396629.24

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.