Mutual Fund Research

UTI Mid Cap Fund-Reg(G)

As on Aug-11-2022 change fund
187.93  up1.23 (0.66%)

fund 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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)107.75101.1076.06147.58180.98
Net Assets(Rs Crores) (as on 31-Mar-2022) 3982.48 3822.12 2794.23 5190.25 6640.99
Scheme Returns(%)(Absolute)12.46-7.84-24.9198.1021.83
B'mark Returns(%)(Absolute)1.56-2.94-31.11103.7521.92
Category Rank96/353217/261137/23439/21891/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Tube Investments of India Ltd.3.71 
Cholamandalam Investment and F...3.53 
PI Industries Ltd.3.07 
The Federal Bank Ltd.2.55 
Shriram Transport Finance Comp...2.55 
Schaeffler India Ltd.2.51 
Mphasis Ltd.2.26 
Crompton Greaves Consumer Elec...2.01 
Bharat Forge Ltd.2.00 
City Union Bank Ltd.1.91 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Ankit Agarwal

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Finance - NBFC7.55
IT - Software6.33
Bank - Private5.60
Pharmaceuticals & Drugs4.16
Hospital & Healthcare Services3.99
Consumer Durables - Domestic Appliances3.94
Engineering - Industrial Equipments3.10
Pesticides & Agrochemicals3.07

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,891.049.4527.1314.1219.8315.67
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20136,022.6612.7339.1219.37NA18.55
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001621.3118.2135.1519.9315.5212.49
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20057,471.6117.4630.1914.5420.8016.67
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,114.629.8728.30NANA28.20
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,107.7010.1427.6416.1620.8711.85
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200720,619.1212.7527.4316.0620.7414.00
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,919.3228.4326.6214.62NA20.32
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199512,449.5212.3525.9815.5317.3822.04
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018965.298.7525.20NANA13.06
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,676.627.5424.3718.3620.2318.19
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,159.495.4524.3612.8218.8411.41
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,392.646.5324.2115.2019.3115.08
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200732,451.4813.8324.1813.3419.2516.12
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199473.975.2423.2113.3017.967.38
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,625.226.4423.1114.1618.8512.01
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,437.497.2221.9012.8018.3516.92
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,466.1410.1621.349.8416.3421.33
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017192.973.9320.099.12NA9.96
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20027,156.0911.3819.889.6517.1723.85
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,837.800.5719.3611.7517.8214.76
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,534.194.5919.299.9418.5118.28
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,277.173.9718.1010.9618.5319.02
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020484.7811.22NANANA54.53
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021384.64-0.49NANANA8.66
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,103.78NANANANA-7.29
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