UTI Mid Cap Fund Regular Plan Growth
Very High Risk
Equity
1 Star
₹309.15
0.55%1D Change
18.03%p.a.
Very High Risk
Equity
1 Star
₹309.15
0.55%1D Change
18.03%p.a.
UTI Mid Cap Fund Regular Plan Growth
₹309.15
0.55%1D
18.03%p.a.
Returns calculator
Investment Type
Fund overview
- Rating1 Star
- Expense ratio1.76%
- Exit Load1% within 365 days
- AUM (Fund size)₹11,642.99 Crore
- Lock-in periodNo Lock-in
- Age21 yrs since Apr 07, 2004
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| Net Current Assets | 2.75% |
| Solar Industries India Ltd | 2.47% |
| Coforge Ltd | 2.34% |
| Phoenix Mills Ltd | 2.17% |
| Polycab India Ltd | 2.08% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Midcap Fund Direct Pl... | ₹ 15,029 Cr | ₹115.38 | 1.37% | Very High |
| Edelweiss Mid Cap Fund Di... | ₹ 10,028 Cr | ₹121.00 | 0.67% | Very High |
| Motilal Oswal Midcap Dire... | ₹ 30,401 Cr | ₹119.80 | 1.09% | Very High |
| Nippon India Growth Mid C... | ₹ 36,836 Cr | ₹4634.72 | 0.91% | Very High |
NAV History - UTI Mid Cap Fund
FUND | UTI Mid Cap Fund |
|---|---|
| NAV (Jun 30, 2025) | ₹309.15 |
| Class | Equity | Mid-Cap |
| Inception Date | Apr 07, 2004 |
| Fund Manager | Vishal Chopda, Ankit Agarwal |
FUND | UTI Mid Cap Fund |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| UTI Mid Cap | 2.67% | 4.57% | 14.09% | 1.36% | 4.2% | 22.93% |
About UTI Asset Management Co Ltd
UTI Mutual Fund was launched after carving out the former Unit Trust of India by repealing the Unit Trust of India Act 1963. UTI was subsequently bifurcated into UTI Mutual Fund and SUUTI. It was registered with SEBI or the Securities and Exchange Board of India on 01 February 2003. UTI has four sponsors namely the State Bank of India (SBI), Life Insurance Corporation of India (LIC), Punjab National Bank and the Bank of Baroda. It counts UTI Trustee Company Private Limited as the trustee.
UTI Asset Management Co Ltd Details
- No. of schemes122
- Total AUM₹182,852.67 Crore
- AddressUTI Asset Management Company Ltd, UTI Towers, Gn Block, Mumbai, 400 051
- Phone+91 22 66786666
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(as per historical returns)
