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UTI Mid Cap Fund(G)-Direct Plan

UTI Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+12.34%

5Y annualised

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NAV : 09 Sep 2026

₹355.73

Min. SIP amount

₹500

Fund size (AUM)

12795 Cr

Expense ratio

0.91%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,46,808

Stock Allocation

Stock nameSectorAllocation
Eq - Coforge LtdIt3.26%
Eq - Pb Fintech LtdIt3.08%
Eq - Au Small Finance Bank LtdBank2.76%

Fund Composition

12795 Cr

Large Cap

10.87%

Mid Cap

67.06%

Small Cap

19.26%

Others

2.81%

Sector Allocation

12795 Cr

Finance

13.46%

Healthcare

11.87%

It

10.82%

Automobile & Ancillaries

10.20%

Bank

8.62%

Capital Goods

7.86%

Domestic Equities

5.18%

Chemicals

5.11%

Others

26.91%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VC

Vishal Chopda

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+24.35%
W

WOC Mid Cap Fund(G)-Direct Plan

+21.78%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+20.09%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+17.96%
B

Bandhan Mid Cap Fund(G)-Direct Plan

+18.26%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+16.98%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+15.93%

FAQs

UTI Mid Cap Fund(G)-Direct Plan is a part of UTI Asset Management Company Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Vishal Chopda. It is a Equity type of fund.

The current NAV of UTI Mid Cap Fund(G)-Direct Plan is ₹355.73 (as of 09 Sep 2026).

UTI Mid Cap Fund(G)-Direct Plan has delivered 5.96% in 1 year, 11.78% in 3 years, and 12.34% in 5 years (annualised).

The minimum SIP amount for UTI Mid Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of UTI Mid Cap Fund(G)-Direct Plan is 0.91%.

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