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UTI Mutual Fund
UTI Mutual Fund · Equity: Mid Cap

UTI Mid Cap Fund-Growth Option

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.

EquityBenchmark · Nifty Midcap 150 TRITER · 1.96%Inception · 05-08-2005
NAV
₹300.42
-0.21% · as of 14-10-2026
Since inception
14.92%
CAGR
Benchmark (inception)
16.70%
CAGR
Fund size
₹11,920 Cr
AUM
Expense ratio
1.96%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +14.92% CAGR vs benchmark +16.70%.

Portfolio

Where the money is invested

Top holdings

PB FINTECH LIMITED EQ NEW FV RS. 2/-2.56%
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-2.31%
POLYCAB INDIA LIMITED EQ2.30%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.29%
Coforge Limited2.24%
TUBE INVESTMENTS OF INDIA LIMITED EQ2.20%
AJANTA PHARMA LIMITED EQ NEW FV RS. 2/-2.12%
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-2.09%
BSE LIMITED EQ NEW FV RS. 2/-2.07%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-2.05%

Sector allocation

Financial Services25.42%
Capital Goods13.63%
Healthcare12.34%
Automobile and Auto Components9.73%
Consumer Durables7.08%
Consumer Services5.42%
Information Technology4.94%
Chemicals4.39%
Realty2.96%
Oil, Gas & Consumable Fuels2.35%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 14.9% p.a.
₹10,000
10 years
Projected value
₹27,72,873
Invested: ₹12,00,000
Gained: ₹15,72,873
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Vishal Chopda
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102394
ISIN (Growth)
INF789F01810
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

Other Equity: Mid Cap funds

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