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UTI Mid Cap Fund-Growth Option

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Category: Equity: Mid Cap
Launch Date: 05-08-2005
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.77% As on (28-02-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,735.23 Cr As on (27-02-2026)
Turn over: 40
NAV as on 13-03-2026

276.5885

-7.43 (-2.6861%)

CAGR Since Inception

14.91%

NIFTY Midcap 150 TRI 16.92%

PERFORMANCE of UTI Mid Cap Fund-Growth Option

Scheme Performance (%) Data as on - 13-03-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Mid Cap Fund-Growth Option 9.32 15.55 13.19 14.22 14.91
NIFTY MIDCAP 150 TRI 16.15 22.2 18.71 18.78 16.92
Equity: Mid Cap 10.6 19.44 15.98 16.21 14.78

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Vishal Chopda FM 1

Investment 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.

RETURNS CALCULATOR for UTI Mid Cap Fund-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of UTI Mid Cap Fund-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Mid Cap Fund-Growth Option 13.04 0.8 -5.47 0.96 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of UTI Mid Cap Fund-Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 13-03-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
UTI Mid Cap Fund-Growth Option 05-08-2005 9.32 7.05 15.55 13.19 14.22
ICICI Prudential MidCap Fund - Growth 10-10-2004 22.37 14.06 23.37 18.02 16.76
HSBC Midcap Fund - Regular Growth 09-08-2004 19.24 11.7 22.3 16.26 16.57
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 16.22 8.73 18.65 15.78 0.0
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 15.95 13.48 24.12 20.02 18.76
HDFC Mid Cap Fund - Growth Plan 25-06-2007 14.54 11.3 22.98 19.96 18.35
Invesco India Midcap Fund - Growth Option 19-04-2007 14.29 15.75 23.98 18.22 17.94
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 14.16 13.24 23.8 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 14.15 14.34 23.47 18.94 18.56
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 14.08 13.11 19.12 16.81 18.02

PORTFOLIO ANALYSIS of UTI Mid Cap Fund-Growth Option

Asset Allocation (%)