UTI Mid Cap Fund Regular Plan Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹12,795.44 Cr
Expense Ratio
1.97%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
7 Apr 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.59% | -- |
| 3 Months | -2.87% | -- |
| 6 Months | +9.42% | -- |
| 1 Year | -0.65% | -0.65% |
| 2 Years | -- | -1.6% |
| 3 Years | +32.29% | +9.78% |
| 5 Years | +58.41% | +9.64% |
| Since Launch | +3190.49% | +16.8% |
Holdings as on 8 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Coforge | 416.92 | 3.26 |
| PB Fintech | 393.75 | 3.08 |
| AU Small Finance Bank | 353.02 | 2.76 |
| APL Apollo Tubes Ltd | 311.28 | 2.43 |
| Hero Motocorp | 277.95 | 2.17 |
| Aurobindo Pharma | 274.72 | 2.15 |
| Federal Bank | 265.75 | 2.08 |
| Ajanta Pharma | 265.25 | 2.07 |
| Polycab India | 264.46 | 2.07 |
| Shriram Finance | 255.28 | 2.00 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.42
Sharpe Ratio
17.34%
Std. Deviation
6.28%
Tracking Error
2.73%
Alpha
0.89
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Mid Cap Fund Growth | +8.87% | +18.93% | +14.62% |
| Sundaram Mid Cap Growth | +0.83% | +15.7% | +14.41% |
| Franklin India Mid Cap Fund Growth | -1.75% | +13.35% | +11.09% |
| UTI Mid Cap Fund Regular Plan Growth | -0.65% | +9.78% | +9.64% |
| PGIM India Midcap Fund Regular Growth | -2.93% | +9.55% | +8.09% |
Results are calculated on CAGR basis
About Fund
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.
The UTI Mid Cap Fund Regular Plan Growth has an AUM of 12795.44 crores & has delivered CAGR of 9.64 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.97%. The minimum investment in UTI Mid Cap Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Coforge, PB Fintech, AU Small Finance Bank, APL Apollo Tubes Ltd.
The major sectors where the fund is invested are Software & Programming, Regional Banks, Biotechnology & Drugs, Misc. Capital Goods.
Some of the similar funds are ICICI Prudential Mid Cap Fund Growth, Sundaram Mid Cap Growth, Franklin India Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth, PGIM India Midcap Fund Regular Growth. UTI Mid Cap Fund Regular Plan Growth has a sharpe ratio of 0.42 & a standard deviation of 17.34%.
FAQs
According to the morning star rating UTI Mid Cap Fund Regular Plan Growth has a Medium risk & High return.
UTI Mid Cap Fund Regular Plan Growth is managed by Vishal Chopda.
The expense ratio of UTI Mid Cap Fund Regular Plan Growth is 1.97%.
The 5 year annualized return on UTI Mid Cap Fund Regular Plan Growth is 9.64% & it has generated -0.65% in the last 1 year.
The minimum investment in UTI Mid Cap Fund Regular Plan Growth is 5000 Rs.
UTI Mid Cap Fund Regular Plan Growth has an AUM of 12795.44 crores.
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