UTI Mid Cap Fund - Growth Plan
UTI Asset Management Co Ltd
₹297.13 (+1.08%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-1.41% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.75%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,044
Invested ₹1,000
▲+4.39%1 year
₹986
Invested ₹1,000
▼-1.41%3 years
₹1,098
Invested ₹1,000
▲+9.80%5 years
₹1,093
Invested ₹1,000
▲+9.34%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Midcap 150 TR INR |
|---|---|
| Secondary Index Name | BSE Midcap TR INR |
| Index Name | Nifty Midcap 150 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.41% | +9.80% | +9.34% | — |
| Cumulative returns (%) | -1.41% | +32.36% | +56.27% | +213.56% |
Fund Manager
| Manager | Vishal Chopda |
|---|---|
| Role | Manager |
| Manager Tenure | 1.29 yrs |
About Fund
| Date of Incorporation | 7 Apr 2004 |
|---|---|
| Fund House | UTI Asset Management Co Ltd |
| Custodian | Stock Holding Corporation of India |
| Registrar / Transfer Agent | UTI Asset Management Co Ltd |
| Address | Mittal Court, ‘B’ Wing,,Nariman Point |
Top Holdings
| Company | Weightage (%) |
|---|---|
| PB Fintech Ltd | 3.08% |
| Coforge Ltd | 3.01% |
| AU Small Finance Bank Ltd | 2.75% |
| Blue Star Ltd | 2.55% |
| Aurobindo Pharma Ltd | 2.24% |
| Tube Investments of India Ltd Ordinary Shares | 2.20% |
| Max Financial Services Ltd | 2.19% |
| Hero MotoCorp Ltd | 2.17% |
| Indian Bank | 2.17% |
| Ajanta Pharma Ltd | 2.15% |
| APL Apollo Tubes Ltd | 2.11% |
| BSE Ltd | 2.07% |
| Polycab India Ltd | 2.07% |
| Persistent Systems Ltd | 2.02% |
| The Federal Bank Ltd | 1.98% |
| Suzlon Energy Ltd | 1.98% |
| Phoenix Mills Ltd | 1.95% |
| Multi Commodity Exchange of India Ltd | 1.93% |
| Info Edge (India) Ltd | 1.92% |
| Shriram Finance Ltd | 1.92% |
| Alkem Laboratories Ltd | 1.91% |
| Dixon Technologies (India) Ltd | 1.86% |
| Schaeffler India Ltd | 1.75% |
| JK Cement Ltd | 1.72% |
Investment Strategy
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.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.