MyWealthGrowth.com logo
HomeMutual Funds

UTI Mid Cap Fund

UTI Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.00

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,297 today.

Invest Now

NAV Performance

UTI Mid Cap Fund performance graph for last 3 years
Performance of UTI Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 169.825

    as on 06 Jul 2022
  • Regular - Growth

  • 10 / 25

  • ₹ 5,000

  • ₹ 6,664 Cr.

    as on 31 Dec 2021
  • 2.13%

  • 01 Aug 2005

  • Equity - Mid Cap Fund

  • Nifty 50

  • UTI Mutual Fund

    Show All Funds
  • UTI Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

UTI Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 01 Aug 2005. This fund is offered by one of the top AMC (Assets Management Company) UTI Mutual Fund. You can also view here all other Equity funds offered by UTI Mutual Fund.

Latest NAV of the fund is ₹ 169.825 as on 06 Jul 2022.

This fund has 16 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.13%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

An open-ended equity find with the objective to provide capital appreciation by investing primarily in mid cap stocks.

List of Fund Managers of UTI Mid Cap Fund

  • About Ankit Agarwal

    Picture of Ankit AgarwalMr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance. Prior to joining UTI Mutual Fund he has worked with 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 : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.26% -5.07% -0.90% 26.13% 45.10% 30.43% 17.36% 19.80% 4.89% 26.45% 33.04% 23.90% 18.28%
Category Average -0.74% -9.11% -9.72% 3.02% 32.97% 18.64% 11.30% 16.93% -9.06% 15.06% 20.90% 15.35% 15.71%
UTI Mid Cap Fund 0.48%₹ 10,047 -8.65%₹ 9,135 -12.21%₹ 8,779 1.81%₹ 10,181 -10.46%₹ 11,313 33.28%₹ 17,764 14.21%₹ 27,630 20.00%₹ 17,297 21.91%₹ 49,551 11.10%₹ 16,930 15.77%₹ 88,989 18.46%₹ 54,466 16.29%₹ 2,81,984
Kotak Emerging Equity Fund -1.02%₹ 9,898 -8.90%₹ 9,110 -8.57%₹ 9,143 2.43%₹ 10,242 -7.36%₹ 11,519 35.47%₹ 18,351 17.28%₹ 28,438 20.30%₹ 17,425 23.17%₹ 50,424 12.75%₹ 18,225 17.47%₹ 92,785 19.44%₹ 59,164 18.28%₹ 3,13,833
PGIM India Midcap Opportunities Fund -0.10%₹ 9,989 -9.22%₹ 9,077 -11.39%₹ 8,860 7.15%₹ 10,714 -7.74%₹ 11,494 45.10%₹ 21,053 22.45%₹ 29,817 30.43%₹ 22,223 33.04%₹ 57,580 15.78%₹ 20,809 23.90%₹ 1,08,442 - -
Edelweiss Mid Cap Fund -0.58%₹ 9,942 -9.53%₹ 9,046 -10.06%₹ 8,994 1.37%₹ 10,136 -9.18%₹ 11,398 36.54%₹ 18,643 16.72%₹ 28,290 20.73%₹ 17,615 23.36%₹ 50,553 12.91%₹ 18,358 17.11%₹ 91,953 - -
Axis Mid Cap Fund -0.27%₹ 9,972 -9.91%₹ 9,009 -12.88%₹ 8,712 0.00%₹ 9,999 -12.44%₹ 11,180 26.90%₹ 16,104 10.62%₹ 26,697 19.15%₹ 16,929 17.57%₹ 46,636 15.60%₹ 20,648 16.45%₹ 90,486 19.13%₹ 57,611 17.19%₹ 2,95,981
Nippon India Growth Fund -1.38%₹ 9,861 -8.67%₹ 9,132 -8.67%₹ 9,132 6.44%₹ 10,643 -7.75%₹ 11,493 36.00%₹ 18,497 17.61%₹ 28,527 19.24%₹ 16,969 23.03%₹ 50,327 12.77%₹ 18,244 17.17%₹ 92,091 16.03%₹ 44,248 15.83%₹ 2,75,035

Portfolio Holdings

Portfolio holdings pattern of UTI Mid Cap Fund as on 07 Jul 2022 are listed below:

  • Equity Holdings:

    97.72%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.28%

Top Sector Holdings of UTI Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 8.06% ₹ 555.54 Cr.
Computers - Software 6.62% ₹ 455.92 Cr.
Hospital 4.72% ₹ 325.38 Cr.
Chemicals - Speciality 4.52% ₹ 311.27 Cr.
Auto ancillaries 4.49% ₹ 309.74 Cr.
Others 71.59% -

Top Stock Holdings of UTI Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
SRF Ltd. 3.28% ₹ 225.89 Cr.
Tube Investments Of India Ltd. 3.21% ₹ 221.19 Cr.
Mphasis Ltd. 3.20% ₹ 220.31 Cr.
Pi Industries Ltd. 3.01% ₹ 207.64 Cr.
L&T Technology Services Ltd. 2.89% ₹ 198.93 Cr.
Others 84.41% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.27%
Margin 0.01%