← Equity: Mid Cap
Start this SIP →
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 · 2.09%Inception · 05-08-2005
NAV
₹298.36
+0.95% · as of 14-05-2026
Since inception
15.20%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹117 Cr
AUM
Expense ratio
2.09%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +15.20% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
PB FINTECH LIMITED EQ NEW FV RS. 2/-2.32%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.20%
TUBE INVESTMENTS OF INDIA LIMITED EQ2.11%
POLYCAB INDIA LIMITED EQ2.10%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-2.08%
AJANTA PHARMA LIMITED EQ NEW FV RS. 2/-2.05%
Persistent Systems Ltd2.02%
HERO MOTOCORP LIMITED EQ FV RS 21.93%
Coforge Limited1.91%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-1.91%
Sector allocation
Financial Services23.12%
Capital Goods12.89%
Healthcare12.06%
Automobile and Auto Components9.90%
Consumer Durables7.82%
Information Technology6.14%
Consumer Services5.47%
Chemicals4.63%
Realty2.75%
Oil, Gas & Consumable Fuels2.75%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.2% p.a.₹10,000
10 years
Projected value
₹28,21,171
Invested: ₹12,00,000
Gained: ₹16,21,171
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
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.