January 13, 2026
RA Jainee
UTI Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 333.76 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 164.24 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 11,956 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.90% |
| 1 Year Return (%) | 2.94 |
| 3 Year Return (%) | 17.79 |
| 5 Year Return (%) | 17.39 |
| 10 Year Return (%) | 15.40 |
| Return Since Launch | 18.52% |
⚖️ Sahifund Review – UTI Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2.Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
Fund Manager:
1) Vishal Chopda
Education: Mr. Chopda is BE, PGDM & CFA
Experience: He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with Care Ratings.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 364 days |
Basic Details of UTI Mid Cap Fund
| Fund House | UTI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.52% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 11,956 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.90% |
| (As on 31-Dec-2025)) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 39.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| UTI Midcap Dir | -1.70 | -0.50 | -1.34 | -1.04 | -1.18 | 2.94 | 17.79 | 17.39 | 17.97 | 15.40 |
| BSE 150 MidCap TRI | -1.86 | -0.32 | -1.24 | -0.45 | 0.54 | 6.44 | 22.58 | 21.55 | 20.31 | 18.00 |
| Equity: Mid Cap | -1.79 | -0.31 | -1.49 | -0.59 | 0.16 | 5.66 | 22.23 | 20.93 | 19.98 | 17.38 |
| Rank within category | 35 | 45 | 34 | 33 | 37 | 36 | 35 | 22 | 17 | 17 |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of UTI Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| UTI Midcap Dir | 2 star | 2.94 | 17.79 | 17.39 | 0.90 | 11,956 | 18.52 | 1.00 (364) | 13Y | 39.00 |
| HDFC Mid Cap Dir | 5 star | 10.48 | 25.81 | 24.82 | 0.71 | 92,642 | 20.83 | 1.00 (365) | 13Y | 13.07 |
| Kotak Midcap Dir | 4 star | 4.73 | 22.09 | 22.15 | 0.37 | 60,637 | 20.30 | 1.00 (365) | 13Y | 24.73 |
| Nippon India Growth Mid Cap Dir | 4 star | 8.35 | 25.69 | 23.83 | 0.74 | 42,124 | 18.43 | 1.00 (30) | 13Y | 6.00 |
| Motilal Oswal Midcap Dir | 5 star | -6.35 | 25.92 | 27.65 | 0.74 | 36,880 | 22.60 | 1.00 (365) | 11Y 10M | 124.00 |
Portfolio Analysis of UTI Mid Cap Fund
| No. of Stocks | 91 |
| Top 10 Stocks | 20.87% |
| Top 5 Stocks | 11.54% |
| Top 3 Sectors | 56.47% |
| Portfolio P/B Ratio | 4.82 |
| Portfolio P/E Ratio | 32.48 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 53,459 | 64,434 |
| Giant (%) | 2.51 | 5.32 |
| Large (%) | 30.46 | 39.92 |
| Mid (%) | 64.09 | 56.09 |
| Small (%) | 2.93 | 4.05 |
| Tiny (%) | — | 1.85 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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