How to check the XIRR of UTI Mid Cap Fund-Growth Option- Direct?

You can track the exact XIRR and portfolio overlapping of UTI Mid Cap Fund-Growth Option- Direct alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for UTI Mid Cap Fund-Growth Option- Direct?

Use the MutualSaathi Portfolio Analyzer to compare UTI Mid Cap Fund-Growth Option- Direct with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mid Cap Fund-Growth Option- Direct

UTI Mutual Fund

Expense Ratio: 0.91

Risk: Very High

Equity Scheme - Mid Cap Fund

Plan: Direct

Benchmark: Nifty Midcap 150 TRI

Inception: 02-01-2003

Exit Load: Nil

Fund Size:₹11,999.17 Cr

Performance

Fund-0.52%

Cat. Avg.1.60%

Fund-2.35%

Cat. Avg.0.43%

Fund10.45%

Cat. Avg.14.82%

Fund10.08%

Cat. Avg.13.11%

10Y

Fund13.36%

Cat. Avg.15.23%

Fund17.52%

Cat. Avg.17.85%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - PB FINTECH LTD	Equity	Listed	Mid Cap	Financial Technology (Fintech)	310.25	2.56%
2	EQ - SUZLON ENERGY LTD.	Equity	Listed	Mid Cap	Electrical Equipment	279.77	2.31%
3	EQ - POLYCAB INDIA LTD	Equity	Listed	Large Cap	Industrial Products	278.91	2.30%
4	EQ - FEDERAL BANK LTD.	Equity	Listed	Mid Cap	Banks	277.24	2.29%
5	EQ - COFORGE LTD	Equity	Listed	Mid Cap	IT - Software	271.74	2.24%
6	EQ - TUBE INVESTMENTS OF INDIA LTD	Equity	Listed	Mid Cap	Auto Components	266.58	2.20%
7	EQ - AJANTA PHARMA LTD.	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	256.70	2.12%
8	EQ - PHOENIX MILLS LTD	Equity	Listed	Mid Cap	Realty	253.32	2.09%
9	EQ - BSE LTD	Equity	Listed	Large Cap	Capital Markets	251.26	2.07%
10	EQ - AUROBINDO PHARMA LTD.	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	248.58	2.05%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60133	+0.2%	+0.5%
2Y	07 Nov, 24	1.20 L.	1.23 L.	+2.4%	+2.5%
3Y	07 Nov, 23	1.80 L.	1.91 L.	+6.3%	+4.2%
5Y	08 Nov, 21	3 L.	3.87 L.	+29.1%	+10.4%
10Y	07 Nov, 16	6 L.	12.98 L.	+116.3%	+14.9%
SI	07 Jan, 13	8.30 L.	27.44 L.	+230.6%	+16.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	99478	-0.5%	-0.5%
2Y	16 Oct, 24	1 L.	95346	-4.7%	-2.4%
3Y	16 Oct, 23	1 L.	1.35 L.	+34.7%	+10.4%
5Y	18 Oct, 21	1 L.	1.61 L.	+60.9%	+10.0%
10Y	17 Oct, 16	1 L.	3.54 L.	+253.9%	+13.5%
SI	02 Jan, 13	1 L.	9.27 L.	+826.7%	+17.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.