UTI - Mid Cap Fund - Direct - Growth
Equity Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
12.56%
Expense Ratio
1.15%
as of 03/08/2026
AUM
₹1,266.87 Cr
Qtr End: Jun 26
NAV
₹358.334
as of 02/09/2026
3Y Returns (CAGR)
12.56%
Expense Ratio
1.15%
as of 03/08/2026
AUM
₹1,266.87 Cr
Qtr End: Jun 26
NAV
₹358.334
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 7.50% | 33.56% | 11.92% |
| 6M | 10.23% | 21.50% | 17.75% |
| 1Y | 6.97% | 6.97% | 15.33% |
| 3Y | 42.59% | 12.56% | 15.40% |
| 5Y | 80.20% | 12.50% | 15.29% |
Scheme Details
- Launch Date
- 02/01/2003
- Fund Age
- 23.7 years
- Minimum Investment
- ₹5,000
- Fund House
- UTI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
ICICI Prudential Mid Cap Fund - Direct - Growth
3Y CAGR22.14%
TER1.12%
AUM₹1,037.3 Cr
HSBC Midcap Fund - Direct - Growth
3Y CAGR24.70%
TER1.20%
AUM₹2,898.6 Cr
WhiteOak Capital Mid Cap Fund - Direct - Growth
3Y CAGR22.52%
TER0.98%
AUM₹702.64 Cr
Invesco India Mid Cap Fund - Direct - Growth
3Y CAGR23.98%
TER0.77%
AUM₹3,907.09 Cr
Mirae Asset Midcap Fund - Direct - Growth
3Y CAGR16.46%
TER0.96%
AUM₹5,833.25 Cr
Union Midcap Fund - Direct - Growth
3Y CAGR17.64%
TER1.14%
AUM₹105.77 Cr
HDFC Mid Cap Fund - Direct - Growth
3Y CAGR18.03%
TER0.76%
AUM₹26,843.58 Cr