EquityMid Cap FundDirect · Growth
UTI Mid Cap Fund-Growth Option- Direct
UTI · Scheme 120726
₹360.33▼ 0.34%NAV · 2026-09-18
Average FundScore
AUM
₹12,379 cr
Expense ratio
1.15%
3Y CAGR
14.7%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: Lalit NambiarExit load: Exit load of 1% if redeemed less than 1 year
Average · 52/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓3Y CAGR: +14.7%
- ✓5Y CAGR: +13.9%
- ✓Positive 3Y windows: 97% of rolling 3Y windows positive
📉 What could drag it down
- •Can fall sharply — dropped 41% in its worst stretch. Stomach needed.
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -5.0% vs category avg
- •5Y CAGR vs category: -3.6% vs category avg
FundScore breakdown
52/100 · Average
Returns
Weak
Consistency
Average
Risk-adjusted
Decent
Downside protection
Average
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.