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UTI Mid Cap Fund

UTI Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.57

as on 18 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,811 today.

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NAV Performance

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

Fund Information

  • ₹ 195.213

    as on 18 Jan 2022
  • Regular - Growth

  • 9 / 25

  • ₹ 5,000

  • ₹ 6,664 Cr.

    as on 18 Jan 2022
  • 2.13%

    since 30 Nov 2021
  • 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 ₹ 195.213 as on 18 Jan 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 7.22% 4.07% 27.26% 62.37% 53.07% 37.50% 23.11% 22.56% 58.30% 68.55% 53.71% 32.48% 21.91%
Category Average 5.17% -1.78% 12.55% 45.34% 32.45% 24.36% 17.85% 19.81% 37.89% 48.73% 36.46% 22.93% 19.28%
UTI Mid Cap Fund 5.32%₹ 10,531 0.02%₹ 10,002 13.59%₹ 11,359 44.30%₹ 14,429 38.84%₹ 14,401 35.75%₹ 18,458 50.94%₹ 37,914 25.57%₹ 19,811 38.96%₹ 62,285 17.36%₹ 22,276 23.69%₹ 1,07,991 21.75%₹ 71,664 20.57%₹ 3,55,480
Kotak Emerging Equity Fund 4.58%₹ 10,458 -0.22%₹ 9,978 12.78%₹ 11,277 47.41%₹ 14,741 37.00%₹ 14,293 32.19%₹ 17,499 50.24%₹ 37,707 26.63%₹ 20,317 38.06%₹ 61,567 19.25%₹ 24,130 24.32%₹ 1,09,645 22.29%₹ 74,914 21.91%₹ 3,82,087
Axis Mid Cap Fund 3.31%₹ 10,330 -3.43%₹ 9,656 13.00%₹ 11,299 41.54%₹ 14,154 33.16%₹ 14,064 31.58%₹ 17,340 42.76%₹ 35,524 27.11%₹ 20,550 34.73%₹ 58,963 23.11%₹ 28,296 25.47%₹ 1,12,711 22.56%₹ 76,609 21.50%₹ 3,73,773
Invesco India Midcap Fund 4.82%₹ 10,482 -1.07%₹ 9,892 11.93%₹ 11,193 42.47%₹ 14,246 37.70%₹ 14,334 31.42%₹ 17,297 45.66%₹ 36,363 24.41%₹ 19,269 35.54%₹ 59,592 19.68%₹ 24,564 23.62%₹ 1,07,797 21.44%₹ 69,892 20.71%₹ 3,58,217
Edelweiss Mid Cap Fund 4.23%₹ 10,423 -2.73%₹ 9,726 10.36%₹ 11,035 47.32%₹ 14,731 36.50%₹ 14,263 35.33%₹ 18,344 51.67%₹ 38,131 26.92%₹ 20,456 39.16%₹ 62,446 20.02%₹ 24,917 24.58%₹ 1,10,329 - -
PGIM India Midcap Opportunities Fund 6.42%₹ 10,642 1.40%₹ 10,140 19.24%₹ 11,923 62.37%₹ 16,236 52.80%₹ 15,215 53.07%₹ 23,484 68.55%₹ 43,262 37.50%₹ 26,019 53.71%₹ 74,862 23.10%₹ 28,280 32.48%₹ 1,33,104 - -

Portfolio Holdings

Portfolio holdings pattern of UTI Mid Cap Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    97.73%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.27%

Top Sector Holdings of UTI Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 8.72% ₹ 583.80 Cr.
Computers - Software 6.66% ₹ 445.64 Cr.
Banks 4.98% ₹ 333.71 Cr.
Pharmaceuticals 4.47% ₹ 298.80 Cr.
Home appliances 4.40% ₹ 294.48 Cr.
Others 70.77% -

Top Stock Holdings of UTI Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 3.76% ₹ 251.46 Cr.
SRF Ltd. 3.60% ₹ 241.09 Cr.
Cholamandalam Investment & Finance Co. Ltd. 3.39% ₹ 226.84 Cr.
Pi Industries Ltd. 3.07% ₹ 205.29 Cr.
Jubilant Foodworks Ltd. 2.84% ₹ 190.19 Cr.
Others 83.34% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.26%
Margin 0.01%