TickerKhojUTI Mutual Fund · Equity · Mid Cap · Direct plan
UTI - Mid Cap Fund - Direct Plan - Growth
₹328.4311NAV on 30 Oct 2026Expense ratio 1.27%
29 Oct 2025NAV low 297.54 · high 363.3-4.5%
In plain words
Over 3 years it returned +10.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.7%.
On 3-year return it ranks 25 of 28 funds in Mid Cap.
A monthly SIP over 10 years ended ₹1,37,299 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.9% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | -1.1% | -3.2% |
| 1 year | -4.5% | -10.2% |
| 3 years (yearly) | +10.6% | +7.4% |
| 5 years (yearly) | +10.3% | +6.5% |
| 10 years (yearly) | +13.1% | +11.3% |
| Since start (yearly) | +17.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,755 | -4.4% |
| 3 years | ₹3,60,000 | ₹3,76,829 | +2.9% |
| 5 years | ₹5,90,000 | ₹7,44,680 | +9.1% |
| 10 years | ₹11,90,000 | ₹25,19,834 | +14.3% |
Other plan of this fund: UTI - Mid Cap Fund - Regular Plan - Growth