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uti mid cap fund regular plan growth
UTI Mid Cap Fund Regular Plan Growth

UTI Mid Cap Fund Regular Plan Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Aug 12, 2025
i
Price per unit of the scheme.
₹ 294.5502-0.13%1 Day Change
-2.86%
Minimum Investment₹5000
Expense Ratio1.81%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
UTI Mid Cap Fund Regular Plan Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    Invesco India Mid Cap Fund Direct Plan Growth Option
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    UTI Mid Cap Fund Regular Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    1.81%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 12,224.27 Cr(As on Jun, 2025)
    Inception Date
    Apr 07, 2004
    Turnover
    19.00 %
    Exit Load
    Less than one year - 1%. Greater than or equal to one year - Nil

    bt_logoABOUT THE FUND

    Objective: 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.

    UTI Mid Cap Fund Regular Plan Growth is an Equity - Mid-Cap fund. The fund was launched inApr 07, 2004. Its risk level is . The NAV of the fund as onAug 12, 2025 is ₹294.55. Its expense ratio is 1.81 %. The fund has an AUM of ₹12,224.27 Cr.The fund is managed byAnkit Agarwal,Vishal Chopda.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ankit Agarwal
    Ankit Agarwal
    i
    Lead Fund Manager.
    Aug 30, 2019 - Present
    • Fund Manager Rank7Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed2
    • Total AUM₹ 17,068.65 Cr
    • Highest Return In 1 Yr1.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI Small Cap Fund Direct Growth
    --
    ₹ 27.45
    -3.51%
    -3.97%
    Very High Risk
    ₹4,844.38Cr
    UTI Mid Cap Fund-Growth Option- Direct
    ₹ 328.34
    -2.79%
    -2.34%
    Very High Risk
    ₹12,224.27Cr
    UTI Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.45
    • Fund Size₹4,844.38Cr
    Fund Return-3.51%
    Category Return-3.97%
    UTI Mid Cap Fund-Growth Option- Direct
    Very High Risk
    • NAV₹ 328.34
    • Fund Size₹12,224.27Cr
    Fund Return-2.79%
    Category Return-2.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vishal Chopda
    Vishal Chopda
    i
    Lead Fund Manager.
    Jun 16, 2025 - Present
    • Schemes managed4
    • Total AUM₹ 19,490.15 Cr
    • Highest Return In 1 Yr-2.15 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI Focused Equity Fund Direct Growth
    --
    ₹ 16.00
    -2.66%
    -2.36%
    Very High Risk
    ₹2,672.76Cr
    UTI India Consumer Fund Direct Plan Growth Option
    ₹ 61.09
    -0.27%
    -%
    Very High Risk
    ₹710.83Cr
    UTI Long Term Equity Fund - Growth Option - Direct
    ₹ 224.00
    -3.38%
    -2.42%
    Very High Risk
    ₹3,882.29Cr
    UTI Focused Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.00
    • Fund Size₹2,672.76Cr
    Fund Return-2.66%
    Category Return-2.36%
    UTI India Consumer Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 61.09
    • Fund Size₹710.83Cr
    Fund Return-0.27%
    Category Return--
    UTI Long Term Equity Fund - Growth Option - Direct
    Very High Risk
    • NAV₹ 224.00
    • Fund Size₹3,882.29Cr
    Fund Return-3.38%
    Category Return-2.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jul, 2025
    EQUITY (98.36%)
    DEBT (-%)
    CASH (1.64%)
    Allocation by Market Cap
    Large Cap(9.00%)
    Mid Cap(65.90%)
    Small Cap(22.35%)
    Industry Holdings
    • Drug Manufacturers Specialty Generic7.08%
    • Information Technology Services7.01%
    • Auto Parts6.93%
    • Banks Regional5.51%
    • Credit Services5.38%
    • Building Products Equipment4.09%
    Stock Holdings
    • Polycab India Ltd2.33%
    • Phoenix Mills Ltd2.13%
    • JK Cement Ltd2.12%
    • Coforge Ltd2.07%
    • Persistent Systems Ltd1.96%
    • Indian Bank1.92%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -4.86
      This Fund
      VS
      -0.42
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      91.71
      This Fund
      VS
      89.75
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.92
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.72
      This Fund
      VS
      0.99
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.11
      This Fund
      VS
      1.63
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.56
      This Fund
      VS
      15.60
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Sundaram Mid Cap Institutional GrowthSundaram Mid Cap Institutional Growth
    ₹ 767.77
    2.55%
    -2.34%
    Very High Risk
    ₹ 12,818.10 Cr
    Canara Robeco Mid Cap Fund Regular GrowthCanara Robeco Mid Cap Fund Regular Growth
    --
    ₹ 17.02
    -0.53%
    -2.34%
    Very High Risk
    ₹ 3,153.79 Cr
    Bandhan Midcap Fund Regular GrowthBandhan Midcap Fund Regular Growth
    --
    ₹ 17.10
    -0.54%
    -2.34%
    Very High Risk
    ₹ 1,794.49 Cr
    Kotak Emerging Equity Scheme GrowthKotak Emerging Equity Scheme Growth
    ₹ 134.09
    -0.80%
    -2.34%
    Very High Risk
    ₹ 57,101.96 Cr
    Axis Midcap Fund GrowthAxis Midcap Fund Growth
    ₹ 111.47
    -0.96%
    -2.34%
    Very High Risk
    ₹ 32,068.52 Cr
    WhiteOak Capital Mid Cap Fund Regular GrowthWhiteOak Capital Mid Cap Fund Regular Growth
    --
    ₹ 18.88
    -0.99%
    -2.34%
    Very High Risk
    ₹ 3,454.23 Cr
    Sundaram Mid Cap Institutional Growth
    Very High Risk
    • NAV₹ 767.77
    • Fund Size₹ 12,818.10 Cr
    Fund Return2.55%
    Category Return-2.34%
    Canara Robeco Mid Cap Fund Regular Growth
    Very High Risk--
    • NAV₹ 17.02
    • Fund Size₹ 3,153.79 Cr
    Fund Return-0.53%
    Category Return-2.34%
    Bandhan Midcap Fund Regular Growth
    Very High Risk--
    • NAV₹ 17.10
    • Fund Size₹ 1,794.49 Cr
    Fund Return-0.54%
    Category Return-2.34%
    Kotak Emerging Equity Scheme Growth
    Very High Risk
    • NAV₹ 134.09
    • Fund Size₹ 57,101.96 Cr
    Fund Return-0.80%
    Category Return-2.34%
    Axis Midcap Fund Growth
    Very High Risk
    • NAV₹ 111.47
    • Fund Size₹ 32,068.52 Cr
    Fund Return-0.96%
    Category Return-2.34%
    WhiteOak Capital Mid Cap Fund Regular Growth
    Very High Risk--
    • NAV₹ 18.88
    • Fund Size₹ 3,454.23 Cr
    Fund Return-0.99%
    Category Return-2.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    UTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 2.69
    297.43%
    --
    Moderately High risk
    ₹ 47.82 Cr
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 4.08
    297.23%
    --
    High Risk
    ₹ 46.38 Cr
    UTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 1.35
    297.20%
    --
    Low to Moderate Risk
    ₹ 6.82 Cr
    UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 0.37
    296.86%
    --
    Moderate Risk
    ₹ 1.36 Cr
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 7.35
    296.85%
    --
    Moderate Risk
    ₹ 16.78 Cr
    UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth OptionUTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option
    --
    ₹ 0.58
    264.19%
    --
    Moderately High risk
    ₹ 30.86 Cr
    UTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderately High risk--
    • NAV₹ 2.69
    • Fund Size₹ 47.82 Cr
    1 Month Return297.43%
    Category Return--
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    High Risk--
    • NAV₹ 4.08
    • Fund Size₹ 46.38 Cr
    1 Month Return297.23%
    Category Return--
    UTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Low to Moderate Risk--
    • NAV₹ 1.35
    • Fund Size₹ 6.82 Cr
    1 Month Return297.20%
    Category Return--
    UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 0.37
    • Fund Size₹ 1.36 Cr
    1 Month Return296.86%
    Category Return--
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 7.35
    • Fund Size₹ 16.78 Cr
    1 Month Return296.85%
    Category Return--
    UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option
    Moderately High risk--
    • NAV₹ 0.58
    • Fund Size₹ 30.86 Cr
    1 Month Return264.19%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    UTI Asset Management Co Ltd
    UTI Asset Management Co Ltd manages assets worth ₹ 3,41,706.56 crores. It’s current offering of mutual fund schemes includes 33 equity, 37 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91-22-6678 6666
    mail icon
    Email
    pms_care@uti.co.in
    aum
    AUM
    ₹ 3,41,706.56 Cr (
    As on Jun 30, 2025
    )
    location
    Address
    PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 Mumbai,400051

    bt_logoFAQ's

    What is the category of UTI Mid Cap Fund Regular Plan Growth ?
    The category of UTI Mid Cap Fund Regular Plan Growth is Equity - Mid-Cap
    What is the current NAV of UTI Mid Cap Fund Regular Plan Growth ?
    The current NAV of UTI Mid Cap Fund Regular Plan Growth as on Aug 12, 2025 is ₹294.55
    How safe is UTI Mid Cap Fund Regular Plan Growth ?
    The risk level of UTI Mid Cap Fund Regular Plan Growth is Very High.
    What are short term returns given by UTI Mid Cap Fund Regular Plan Growth ?
    The return given by UTI Mid Cap Fund Regular Plan Growth in 1 month is -2.86%, 3 months is 4.55%, 6 months is 10.86%, and 1 year is -4.24%
    What are the long term returns given by UTI Mid Cap Fund Regular Plan Growth ?
    The return given by UTI Mid Cap Fund Regular Plan Growth in 3 years is 15.97% and 5 years is 23.30%.
    What is the expense ratio of UTI Mid Cap Fund Regular Plan Growth ?
    The expense ratio of UTI Mid Cap Fund Regular Plan Growth is 1.81%
    What is the AUM of UTI Mid Cap Fund Regular Plan Growth ?
    The assets under Management (AUM) of UTI Mid Cap Fund Regular Plan Growth is Rs 12,224.27 crores.
    What is the minimum investment in UTI Mid Cap Fund Regular Plan Growth ?
    The minimum Lumpsum investment in UTI Mid Cap Fund Regular Plan Growth is ₹5,000.00 and the minimum SIP investment in UTI Mid Cap Fund Regular Plan Growth is ₹1,500.00
    What is the asset allocation of UTI Mid Cap Fund Regular Plan Growth?
    UTI Mid Cap Fund Regular Plan Growth has an exposure of 98.36% in Equity and 1.64% in Cash & Money Market Securities

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