mid capHigh risk

UTI - Mid Cap Fund - Direct Plan - IDCW

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From UTI Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹176.3372

▼ 0.56% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.1k gain · 7.1% / year

Invested 3 years ago

₹1.44 L

▲ ₹43.9k gain · 12.9% / year

Invested 5 years ago

₹1.83 L

▲ ₹82.8k gain · 12.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.3%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-45.16%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.06%

CAGR — 3 years12.90%

CAGR — 5 years12.83%

CAGR — since launch15.42%

Volatility — 1 year (annualised)14.86%

Volatility — 3 years (annualised)15.32%

Max drawdown — 1 year-13.79%

Max drawdown — 3 years-22.66%

Sharpe ratio — 1 year (rf=6%)0.07

Sharpe ratio — 3 years (rf=6%)0.41

Fund info

Fund house: UTI Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF789F01TY8
ISIN (Div re-invest): INF789F01TZ5
Fund code: 120727
First price on record: 2 Jan 2013 · 3,364 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.