What is the NAV of UTI Mid Cap Fund?
The Current NAV of UTI Mid Cap Fund is ₹335.08, as of 13th June 2025What are the returns of UTI Mid Cap Fund?
The UTI Mid Cap Fund has been there since 1st January 2013- 1 Year Returns: 4.46
- 3 Year Returns: 24.08
- 5 Year Returns: 28.43
What are the top 5 sectors holdings of UTI Mid Cap Fund?
The top sectors UTI Mid Cap Fund has invested in are as for 1st 01 2013 are as follows -- IT Services & Consulting | 9.26%
- Specialized Finance | 7.76%
- Auto Parts | 7.69%
- Pharmaceuticals | 7.61%
- Others | 6.99%
What are the top 5 holdings UTI Mid Cap Fund?
The top 5 holdings for UTI Mid Cap Fund are- Phoenix Mills Ltd | 2.43%
- Solar Industries India Ltd | 2.36%
- Coforge Ltd | 2.29%
- Persistent Systems Ltd | 2.13%
- Ajanta Pharma Ltd | 2.00%
What is the asset allocation of UTI Mid Cap Fund?
The UTI Mid Cap Fund is a plan that invests- Equity | 97.35%
- Cash & Equivalents | 1.69%
- Mutual Funds | 0.94%
- Deposits | 0.02%
How to invest in UTI Mid Cap Fund?
If you wish to invest in UTI Mid Cap Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the UTI Mid Cap Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in UTI Mid Cap Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of UTI Mid Cap Fund?
The AUM of UTI Mid Cap Fund is 10922.68 Cr as of 13th June 2025What is the expense ratio of UTI Mid Cap Fund Plan?
The expense ratio of UTI Mid Cap Fund Plan is 0.88How to exit UTI Mid Cap Fund?
If you have invested in UTI Mid Cap Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of UTI Mid Cap Fund?
The alpha ratio for the UTI Mid Cap Fund is 3.98
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of UTI Mid Cap Fund?
The volatility or standard deviation for the UTI Mid Cap Fund is 16.94
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Mid Cap Fund?
The sharpe ratio for the UTI Mid Cap Fund is 0.05
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Mid Cap Fund?
The Sortino ratio for the UTI Mid Cap Fund is 0.00
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of UTI Mid Cap Fund?
The PE ratio (price-to-earnings) of the UTI Mid Cap Fund is 56.33 while category PE ratio is 48.771. Test MF FAQ for Mutual Fund UTI Mid Cap Fund Shares?
The Current NAV of UTI Mid Cap Fund is ₹335.08, as of 13th June 20255. Test MF FAQ Is there any lock-in period for UTI Mid Cap Fund Plan?
There is a lock in period of N/A for UTI Mid Cap Fund
How to use scorecard? Learn more
UTI Mid Cap Fund Direct Growth
How to use scorecard? Learn more
UTI Mid Cap Fund Performance & Key Metrics
UTI Mid Cap Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.88 | 56.33 | 0.05 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 48.77 | 2.14 |
UTI Mid Cap Fund Scheme InfoUTI Mid Cap Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Flexi Cap Fund
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
UTI Mid Cap Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
UTI Mid Cap Fund Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Mid Cap Fund | 4.46% | 24.08% | 19.53% |
| Parag Parikh Flexi Cap Fund | 12.52% | 24.47% | 20.07% |
| HDFC Mid-Cap Opportunities Fund | 7.98% | 32.71% | 21.41% |
| Nippon India Small Cap Fund | 1.58% | 30.79% | 25.60% |
UTI Mid Cap Fund Returns Comparison
Compare UTI Mid Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeUTI Mid Cap Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
UTI Mid Cap Fund Asset Allocation
UTI Mid Cap Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Dec 2024
Mar 2025
May 2024
Sep 2024
Dec 2024
Mar 2025
UTI Mid Cap Fund Sector Distribution
UTI Mid Cap Fund Sector Distribution
May 2024
Sep 2024
Dec 2024
Mar 2025
UTI Mid Cap Fund Sector Weightage
UTI Mid Cap Fund Sector Weightage
UTI Mid Cap Fund Current Holdings
UTI Mid Cap Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
2.43 %
2.43 %Holdings
2.36 %
2.36 %Holdings
2.29 %
2.29 %
AMC Profile of UTI Mid Cap Fund
AMC Profile of UTI Mid Cap Fund
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
67
Total AUM
₹ 2,38,445.26 Cr.
UTI Mid Cap Fund Manager Details
UTI Mid Cap Fund Manager Details
UTI Mid Cap Fund Manager Profile
UTI Mid Cap Fund Manager Profile
Ankit Agarwal
AUM: ₹15,972.59 Cr.
|
Exp: 12yrs
Qualification
B.Tech,PGDM(General Management)
Past Experience
He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had been associated with Centrum Broking Ltd. in the capacity of Sr. Vice President.
Funds Managed (6)
UTI Mid Cap Fund Manager Performance (0)
UTI Mid Cap Fund Manager Performance (0)
UTI Mid Cap Fund Tax Implications
UTI Mid Cap Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Mid Cap Fund Review & Opinions
UTI Mid Cap Fund Review & Opinions
UTI MF Market Insight -Equity | May 2023
2 years ago•UTI Mutual Fund
UTI Fund Insights | UTI Flexi Cap Fund with Ajay Tyagi - April 2023
2 years ago•UTI Mutual Fund
Portfolio allocation of UTI Value Opportunities Fund with Amit Premchandani | UTI Fund Insights -Feb
2 years ago•UTI Mutual Fund
UTI Fund Insights | UTI Value Opportunities Fund with Amit Premchandani - February 2023
2 years ago•UTI Mutual Fund
Investment horizon of a Mid Cap Fund |UTI Fund Insights with Ankit Agarwal - January 2023
2 years ago•UTI Mutual Fund
How does UTI Mid Cap Fund tackles macro uncertainities | UTI Fund Insights with Ankit Agarwal - Jan
2 years ago•UTI Mutual Fund
Portfolio Strategy of UTI Mid Cap Fund |UTI Fund Insights with Ankit Agarwal - January 2023
2 years ago•UTI Mutual Fund
Know if this is the time to invest in Mid Cap Funds | UTI Fund Insights with Ankit Agarwal - January
2 years ago•UTI Mutual Fund
Portfolio construction of UTI Mid Cap Fund | UTI Fund Insights with Ankit Agarwal - January 2023
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - August 2022 - UTI Mid Cap Fund
2 years ago•UTI Mutual Fund
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%