UTI Mid Cap Fund Direct Growth
Get the latest NAV of UTI Mid Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹335.08
1D
NAV as on 13 Jun 2025
19.54%/per year
Since Inception
▲▼
1784 people have invested ₹ 1.6Cr in UTI Mid Cap Fund Direct Growth in the last three months
UTI Mid Cap Fund Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (13-Jun-25)
The fund has outperformed the benchmark (Nifty Midcap 150) over 1Y, but underperformed over 3Y, 5Y.
UTI Mid Cap Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 17 out of 19 mutual funds in the mid-cap category as per INDmoney.
UTI Mid Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Mid Cap Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 97.2%
Debt & Cash 2.8%
UTI Mid Cap Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 97.2%
Debt & Cash 2.8%
Top 3 Sectors in May were Consumer Cyclical, Financial Services & Industrial
Consumer Cyclical
20%
Financial Services
19%
Industrial
17%
Consumer Cyclical
20%
Financial Services
19%
Industrial
15%
UTI Mid Cap Fund Holdings Details
as on (31-May-25)
Equity
UTI Mid Cap Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.9% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹11643 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 36.32% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About UTI Mid Cap Fund
UTI Mid Cap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ankit Agarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Mid Cap Fund Direct Growth has ₹11643 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
- The fund has an expense ratio 0.9.
Returns
UTI Mid Cap Fund Direct Growth has given a CAGR return of 19.54% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.46%, 24.08% and 28.43% respectively.
Holdings
UTI Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Industrial, Basic Materials, Health, Tech, Real Estate, Communication, Utilities, Energy, Consumer Defensive. Its top holdings are Solar Industries India Ltd, Coforge Ltd, Phoenix Mills Ltd, Polycab India Ltd, Persistent Systems Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Mid Cap Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI Mid Cap Fund Direct Growth has no lock in period.
Fund Manager
Ankit Agarwal
Fund Manager of UTI Mid Cap Fund Direct Growth, since 30 August 2019
- AUM of the fund stands at 11.6K Cr as of May'25
- AUM increased by 720.3 Cr between May'25 and Apr'25
More funds from UTI
5Y CAGR
▲ 23.30
5Y CAGR
▲ 29.12
5Y CAGR
▲ 27.10
3Y CAGR
▲ 25.97
Compare UTI Mid Cap Fund
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Frequently Asked Questions for UTI Mid Cap Fund Direct Growth
How do I invest in UTI Mid Cap Fund?
- Download the INDmoney app.
- Search for ‘UTI Mid Cap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.