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Mid Cap

UTI Mid Cap Fund · Direct · Growth

UTI Mutual Fund

NAV

₹351.2809

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+5.29%
3Y
+13.41%
5Y
+13.36%
Since Inception
+18.16%

SIP returns (XIRR)

1Y
+9.48%
3Y
+9.28%
5Y
+13.06%
Since Inception
+14.92%

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategoryMid Cap
Launch Date02 Jan 2013
AMFI Code120726
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 May 2026

portfolio shared with UTI Mid Cap Fund - Regular Plan - IDCW

Holding% NAV
  1. 1Polycab India Ltd2.40%
  2. 2Pb Fintech Ltd2.37%
  3. 3Tube Investments Of India Ltd2.33%
  4. 4Max Financial Services Ltd.2.19%
  5. 5Suzlon Energy Ltd.2.11%
  6. 6Coforge Ltd2.04%
  7. 7Bse Ltd2.01%
  8. 8Phoenix Mills Ltd1.94%
  9. 9Federal Bank Ltd.1.87%
  10. 10Ajanta Pharma Ltd.1.85%
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Investment Objective

UTI Mid Cap Fund · Direct · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

UTI Mid Cap Fund · Direct · Growth is a Mid Cap mutual fund offered by UTI Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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