uti-mid-cap-fund-direct-g

UTI-Mid Cap Fund - Direct (G)

  1. Equity
  2. Midcap
  • NAV as on Jul 02, 2025 ₹342.59
  • Total Returns 19.65% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
uti-mid-cap-fund-direct-g

Overview of UTI-Mid Cap Fund - Direct (G)

  • Fund House
    UTI-Mid Cap Fund
  • Fund Size
    ₹11,643 Cr
  • Expense Ratio
    0.88%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

UTI-Mid Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

UTI-Mid Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 4.82%
  • 16.38%
  • 1.33%
  • 3.88%
  • 24.14%
  • 28.35%

Category Average

  • 4.58%
  • 15.1%
  • 1.54%
  • 4.95%
  • 27.89%
  • 30.02%

Fund Asset Allocation

Top holdings

Top Sectors

  • Auto Components
    9.31%
  • Pharmaceuticals & Biotech
    7.62%
  • Industrial Products
    7.54%
  • Finance
    7.41%
  • Consumer Durables
    7.33%
  • IT-Software
    7.25%

More about UTI-Mid Cap Fund - Direct (G)

UTI-Mid Cap Fund - Direct (G) is a mutual fund under the Midcap category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 31 Mar 2025 the fund manages assets worth ₹11,643 Crores. The expense ratio is 0.88%.

This fund generated returns of 3.88% in the last 1 year. Since its inception, it has provided an average annual return of 19.65%.

The fund's investments are mainly concentrated in sectors like Auto Components, Pharmaceuticals & Biotech, Industrial Products, Finance and Consumer Durables.

The top five holdings in this fund include prominent companies such as Net CA & Others, Solar Industries, Coforge, Phoenix Mills and Polycab India.

Fund Managers

  • Vishal Chopda
  • Ankit Agarwal

Investment Objective

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.

uti-mid-cap-fund-direct-g

Frequently Asked Questions about UTI-Mid Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.

  2. Should I invest in {{fund_type}}?

    Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.

  3. How long should I stay invested in {{fund_type}}?

    At least three to five years is ideal to benefit from the growth of mid-sized companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but holding for several years can help you maximize returns.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios can range from 1% to 2%, reflecting the cost of active management.

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