
UTI Mid Cap Fund(G)-Direct Plan
+12.34%
5Y annualised
+12.34%
5Y annualised
-0.59% 1D
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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
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
Stock Allocation
Fund Composition
Large Cap
10.87%
Mid Cap
67.06%
Small Cap
19.26%
Others
2.81%
Sector Allocation
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
Returns vs rankings
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
Vishal Chopda
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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Mirae Asset Midcap Fund(G)-Direct Plan
FAQs
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