CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
UTI Mutual Fund logo
EQUITY•MID CAP FUND

UTI Mid Cap Fund

3 Year return

16.95%
NAV on December 19, 2025
335.4155
1D Returns
+0.51%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
31%₹1,116
Total Value ₹4,716

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹12,050.11 Cr.
Expense Ratio
0.91% (inclusive of GST)
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.

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
3
Crisil
3
Morning Star
3

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

VC

Vishal Chopda

Fund Manager since May 2022

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund25.3298%
4.5
Edelweiss Mid Cap Fund26.1897%
3
HDFC Mid Cap Fund25.503%
4

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.9199%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.9208%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.9208%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.7061%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7061%

About UTI Mid Cap Fund Growth Direct

UTI Mid Cap Fund Growth Direct is an open-ended equity mutual fund scheme offered by UTI Mutual Fund. Since it predominantly invests in mid cap stocks, which belong to companies that rank from 101 to 250 in terms of full market capitalisation, it is categorised as a mid cap mutual fund. These companies may have a higher growth potential than large cap companies, but their stock prices also display a higher volatility. The UTI Mid Cap Fund Growth Direct attempts to manage this increased risk by diversifying its portfolio.

Investment Objective of the Scheme

UTI Mid Cap Fund Growth Direct aims to generate capital growth over the long term by tapping into the growth opportunities presented by mid cap stocks. It adopts a mix of both value and growth investing, with a slight bias towards the latter, thereby aiming to give investors the benefit of capital appreciation.

Key Features of The Fund

5-year return
19.2581%
Expense Ratio
0.91%
Fund Manager
Vishal Chopda
Fund Size
₹12050.11 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you want to improve the earning potential of your investment portfolio and are willing to take on slightly higher risk levels than those posed by large cap stocks, the UTI Mid Cap Fund Growth Direct could be a good fund choice to consider. The scheme may also be ideal for you if your investment horizon is 5 years or longer.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Planning Tool at You Fingertips Now – SIP Calculator

Estimating and comparing your returns from different mutual funds can happen within under a minute with just 3 steps: Step 1: Open Angel One's free SIP calculator. Step 2: Enter your SIP Amount, investment horizon, and expected rate of return. Step 3: Compare!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Mid Cap Fund on December 19, 2025, is ₹335.4155
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Mid Cap Fund, is ₹12050.11 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Mid Cap Fund is 0.91%
The UTI Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Mid Cap Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,716 in 3Y at 16.9517% returns
SIP Date1st of every month

Your next SIP Payment will be on 20 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from