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Scheme Information
UTI Mid Cap Reg IDCW-P
as of 21 May 2026, 16:59 PM
Scheme Asset Size₹11679.71 Cr
Expense Ratio2.09%
Cash Holding1.63531%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Midcap 150 TR INR
Launch Date2004-04-07
Exit LoadExit load of 1.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
2
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 0.85%
In the last 3 months 0.89%
In the last 6 months -2.21%
In the last 1 Years 4.74%
In the last 3 Years 0.57%
In the last 5 Years 0.97%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| PB Fintech Ltd | Financial Services | E | 2.43% |
| Polycab India Ltd | Industrials | E | 2.22% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 2.22% |
| Max Financial Services Ltd | Financial Services | E | 2.10% |
| Suzlon Energy Ltd | Industrials | E | 2.09% |
| Phoenix Mills Ltd | Real Estate | E | 1.96% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 1.93% |
| The Federal Bank Ltd | Financial Services | E | 1.89% |
| APL Apollo Tubes Ltd | Basic Materials | E | 1.84% |
| Ajanta Pharma Ltd | Healthcare | E | 1.81% |
| Blue Star Ltd | Industrials | E | 1.75% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 1.75% |
| Coforge Ltd | Technology | E | 1.74% |
| Aurobindo Pharma Ltd | Healthcare | E | 1.72% |
| Shriram Finance Ltd | Financial Services | E | 1.69% |
| Voltamp Transformers Ltd | Industrials | E | 1.66% |
| AU Small Finance Bank Ltd | Financial Services | E | 1.65% |
| Schaeffler India Ltd | Consumer Cyclical | E | 1.62% |
| Bank of Maharashtra | Financial Services | E | 1.58% |
| Lupin Ltd | Healthcare | E | 1.44% |
| Persistent Systems Ltd | Technology | E | 1.44% |
| JK Cement Ltd | Basic Materials | E | 1.43% |
| Astral Ltd | Industrials | E | 1.42% |
| Info Edge (India) Ltd | Communication Services | E | 1.42% |
| Bharti Hexacom Ltd | Communication Services | E | 1.39% |
| Marico Ltd | Consumer Defensive | E | 1.32% |
| Bharat Forge Ltd | Consumer Cyclical | E | 1.29% |
| Swiggy Ltd | Consumer Cyclical | E | 1.25% |
| SRF Ltd | Industrials | E | 1.25% |
| Glenmark Pharmaceuticals Ltd | Healthcare | E | 1.24% |
| IDFC First Bank Ltd | Financial Services | E | 1.19% |
| Dixon Technologies (India) Ltd | Technology | E | 1.18% |
| Mphasis Ltd | Technology | E | 1.17% |
| Timken India Ltd | Industrials | E | 1.16% |
| Endurance Technologies Ltd | Consumer Cyclical | E | 1.13% |
| GE Vernova T&D India Ltd | Industrials | E | 1.07% |
| Coromandel International Ltd | Basic Materials | E | 1.06% |
| Oil India Ltd | Energy | E | 1.05% |
| Jindal Stainless Ltd | Basic Materials | E | 1.03% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.02% |
| Berger Paints India Ltd | Basic Materials | E | 1.01% |
| Grindwell Norton Ltd | Industrials | E | 1.01% |
| CreditAccess Grameen Ltd Ordinary Shares | Financial Services | E | 1.00% |
| Solar Industries India Ltd | Basic Materials | E | 0.99% |
| Pfizer Ltd | Healthcare | E | 0.99% |
| ITC Hotels Ltd | Consumer Cyclical | E | 0.96% |
| JSW Energy Ltd | Utilities | E | 0.96% |
| LG Electronics India Ltd | Technology | E | 0.96% |
| Havells India Ltd | Industrials | E | 0.96% |
| HDB Financial Services Ltd | Financial Services | E | 0.96% |
| Karur Vysya Bank Ltd | Financial Services | E | 0.95% |
| Steel Authority Of India Ltd | Basic Materials | E | 0.95% |
| Indian Bank | Financial Services | E | 0.95% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.94% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.94% |
| Motherson Sumi Wiring India Ltd | Consumer Cyclical | E | 0.92% |
| Kajaria Ceramics Ltd | Industrials | E | 0.92% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 0.91% |
| Delhivery Ltd | Industrials | E | 0.89% |
| Dr. Lal PathLabs Ltd | Healthcare | E | 0.88% |
| Dalmia Bharat Ltd | Basic Materials | E | 0.87% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 0.86% |
| Global Health Ltd | Healthcare | E | 0.86% |
| Torrent Power Ltd | Utilities | E | 0.85% |
| Computer Age Management Services Ltd Ordinary Shares | Technology | E | 0.83% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 0.81% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.81% |
| Gujarat Gas Ltd | Utilities | E | 0.80% |
| IndusInd Bank Ltd | Financial Services | E | 0.78% |
| Eris Lifesciences Ltd Registered Shs | Healthcare | E | 0.78% |
| Gland Pharma Ltd | Healthcare | E | 0.77% |
| Metro Brands Ltd | Consumer Cyclical | E | 0.76% |
| REC Ltd | Financial Services | E | 0.76% |
| Bharat Electronics Ltd | Industrials | E | 0.74% |
| Balkrishna Industries Ltd | Consumer Cyclical | E | 0.68% |
| KPIT Technologies Ltd | Technology | E | 0.68% |
| Brigade Enterprises Ltd | Real Estate | E | 0.64% |
| PNC Infratech Ltd | Industrials | E | 0.59% |
| Petronet LNG Ltd | Energy | E | 0.53% |
| Bikaji Foods International Ltd | Consumer Defensive | E | 0.50% |
| Hindustan Petroleum Corp Ltd | Energy | E | 0.45% |
| Aster DM Healthcare Ltd Ordinary Shares | Healthcare | E | 0.41% |
| PI Industries Ltd | Basic Materials | E | 0.40% |
| Oberoi Realty Ltd | Real Estate | E | 0.34% |
| Anthem Biosciences Ltd | Healthcare | E | 0.31% |
| IFB Industries Ltd | Consumer Cyclical | E | 0.25% |
| Sai Life Sciences Ltd | Healthcare | E | 0.20% |
| La Opala RG Ltd | Consumer Cyclical | E | 0.14% |
| Clean Science and Technology Ltd | Basic Materials | E | 0.12% |
| Emami Ltd | Consumer Defensive | E | 0.12% |
| Fractal Analytics Ltd | Technology | E | 0.08% |
| Net Current Assets | - | C | 1.63% |
| Clearing Corporation Of India Ltd. Std - Margin | - | CR | 0.00993% |
| UTI Liquid Dir Gr | - | FO | - |
| Syngene International Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
98.36%
Cash
1.64%
Equity sector allocation
Loading chart…
Basic Materials
10.5%
Communication Services
2.81%
Consumer Cyclical
12.72%
Consumer Defensive
1.94%
Energy
2.03%
Financial Services
23.38%
Healthcare
11.41%
Industrials
19.94%
Real Estate
2.94%
Technology
8.09%
Utilities
2.61%
Others
1.63%
Fund House Contact Details
Websitehttps://www.utiwms.com
Phone+91-22-6678 6666
UTI Asset Management Co Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.05%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.05%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.05%
63.78%
3Y Returns
+45.98%
About UTI Mid Cap Reg IDCW-P
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+14.54%
Fund Manager
Vishal Chopda
Risk Profile
Very High Risk
Expense Ratio
2.09%
Fund Size
₹11679.71 Cr
FAQ's
What has been the returns generated by UTI Mid Cap Reg IDCW-P over different time periods?
The UTI Mid Cap Reg IDCW-P has given returns
1-Year
4.74
3-Year
16.23
5-Year
14.54
What is the expense ratio of UTI Mid Cap Reg IDCW-P?
The expense ratio of UTI Mid Cap Reg IDCW-P is 2.09%.
What is the AUM (Assets Under Management) of UTI Mid Cap Reg IDCW-P?
The AUM, short for Assets Under Management of UTI Mid Cap Reg IDCW-P is ₹11679.71 Cr as of 25 Feb 5671.
What are the top stock holdings of UTI Mid Cap Reg IDCW-P?
The UTI Mid Cap Reg IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| PB Fintech Ltd | 2.43% |
| Polycab India Ltd | 2.22% |
| Tube Investments of India Ltd Ordinary Shares | 2.22% |
| Max Financial Services Ltd | 2.10% |
| Suzlon Energy Ltd | 2.09% |
| Phoenix Mills Ltd | 1.96% |
| Multi Commodity Exchange of India Ltd | 1.93% |
| The Federal Bank Ltd | 1.89% |
| APL Apollo Tubes Ltd | 1.84% |
| Ajanta Pharma Ltd | 1.81% |
| Blue Star Ltd | 1.75% |
| Hero MotoCorp Ltd | 1.75% |
| Coforge Ltd | 1.74% |
| Aurobindo Pharma Ltd | 1.72% |
| Shriram Finance Ltd | 1.69% |
| Voltamp Transformers Ltd | 1.66% |
| AU Small Finance Bank Ltd | 1.65% |
| Schaeffler India Ltd | 1.62% |
| Bank of Maharashtra | 1.58% |
| Lupin Ltd | 1.44% |
| Persistent Systems Ltd | 1.44% |
| JK Cement Ltd | 1.43% |
| Astral Ltd | 1.42% |
| Info Edge (India) Ltd | 1.42% |
| Bharti Hexacom Ltd | 1.39% |
| Marico Ltd | 1.32% |
| Bharat Forge Ltd | 1.29% |
| Swiggy Ltd | 1.25% |
| SRF Ltd | 1.25% |
| Glenmark Pharmaceuticals Ltd | 1.24% |
| IDFC First Bank Ltd | 1.19% |
| Dixon Technologies (India) Ltd | 1.18% |
| Mphasis Ltd | 1.17% |
| Timken India Ltd | 1.16% |
| Endurance Technologies Ltd | 1.13% |
| GE Vernova T&D India Ltd | 1.07% |
| Coromandel International Ltd | 1.06% |
| Oil India Ltd | 1.05% |
| Jindal Stainless Ltd | 1.03% |
| Jubilant Foodworks Ltd | 1.02% |
| Berger Paints India Ltd | 1.01% |
| Grindwell Norton Ltd | 1.01% |
| CreditAccess Grameen Ltd Ordinary Shares | 1.00% |
| Solar Industries India Ltd | 0.99% |
| Pfizer Ltd | 0.99% |
| ITC Hotels Ltd | 0.96% |
| JSW Energy Ltd | 0.96% |
| LG Electronics India Ltd | 0.96% |
| Havells India Ltd | 0.96% |
| HDB Financial Services Ltd | 0.96% |
| Karur Vysya Bank Ltd | 0.95% |
| Steel Authority Of India Ltd | 0.95% |
| Indian Bank | 0.95% |
| Vishal Mega Mart Ltd | 0.94% |
| Cholamandalam Investment and Finance Co Ltd | 0.94% |
| Motherson Sumi Wiring India Ltd | 0.92% |
| Kajaria Ceramics Ltd | 0.92% |
| ICICI Lombard General Insurance Co Ltd | 0.91% |
| Delhivery Ltd | 0.89% |
| Dr. Lal PathLabs Ltd | 0.88% |
| Dalmia Bharat Ltd | 0.87% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 0.86% |
| Global Health Ltd | 0.86% |
| Torrent Power Ltd | 0.85% |
| Computer Age Management Services Ltd Ordinary Shares | 0.83% |
| 360 One Wam Ltd Ordinary Shares | 0.81% |
| Navin Fluorine International Ltd | 0.81% |
| Gujarat Gas Ltd | 0.80% |
| IndusInd Bank Ltd | 0.78% |
| Eris Lifesciences Ltd Registered Shs | 0.78% |
| Gland Pharma Ltd | 0.77% |
| Metro Brands Ltd | 0.76% |
| REC Ltd | 0.76% |
| Bharat Electronics Ltd | 0.74% |
| Balkrishna Industries Ltd | 0.68% |
| KPIT Technologies Ltd | 0.68% |
| Brigade Enterprises Ltd | 0.64% |
| PNC Infratech Ltd | 0.59% |
| Petronet LNG Ltd | 0.53% |
| Bikaji Foods International Ltd | 0.50% |
| Hindustan Petroleum Corp Ltd | 0.45% |
| Aster DM Healthcare Ltd Ordinary Shares | 0.41% |
| PI Industries Ltd | 0.40% |
| Oberoi Realty Ltd | 0.34% |
| Anthem Biosciences Ltd | 0.31% |
| IFB Industries Ltd | 0.25% |
| Sai Life Sciences Ltd | 0.20% |
| La Opala RG Ltd | 0.14% |
| Clean Science and Technology Ltd | 0.12% |
| Emami Ltd | 0.12% |
| Fractal Analytics Ltd | 0.08% |
| Net Current Assets | 1.63% |
| Clearing Corporation Of India Ltd. Std - Margin | 0.01% |
| UTI Liquid Dir Gr | - |
| Syngene International Ltd | - |
In which sectors has UTI Mid Cap Reg IDCW-P invested in?
The UTI Mid Cap Reg IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 10.50% |
| Communication Services | 2.81% |
| Consumer Cyclical | 12.72% |
| Consumer Defensive | 1.94% |
| Energy | 2.03% |
| Financial Services | 23.38% |
| Healthcare | 11.41% |
| Industrials | 19.94% |
| Real Estate | 2.94% |
| Technology | 8.09% |
| Utilities | 2.61% |
What is the risk level of UTI Mid Cap Reg IDCW-P?
This is a Mid-Cap fund comes with Very High Risk.
Who are the fund managers of UTI Mid Cap Reg IDCW-P?
UTI Mid Cap Reg IDCW-P fund managers are Vishal Chopda.
Is there a minimum SIP amount to invest in UTI Mid Cap Reg IDCW-P?
The minimum SIP amount to start investment in UTI Mid Cap Reg IDCW-P is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in UTI Mid Cap Reg IDCW-P both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in UTI Mid Cap Reg IDCW-P on the basis of your investment objective and risk tolerance.
How to invest in UTI Mid Cap Reg IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in UTI Mid Cap Reg IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of UTI Mid Cap Reg IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of UTI Mid Cap Reg IDCW-P?
The exit load of UTI Mid Cap Reg IDCW-P is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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