UTI Mutual FundUTI Mid Cap Fund-Growth Option- Direct
Equity Scheme - Mid Cap FundDirect planGrowthInception —
NAV vs Benchmark
Trailing Returns
| Series | 1Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|
| Scheme | -0.44% | 14.86% | 13.75% | 14.94% | 17.92% |
| Benchmark | -3.56% | 17.10% | 16.06% | 8.69% | 130.15% |
| Excess | 3.11% | -2.25% | -2.31% | 6.25% | -112.23% |
Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.
Expense Ratio (TER)
Direct
1.15%
Regular
1.96%
Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.
YieldIQ Fund Score
D
49/ 100
Rule-based composite of returns, risk, cost, and tenure.
Fee impact calculator
What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.
No fees
₹3,10,585
Direct plan
₹2,80,128
Regular plan
₹2,60,319
Fee drag · Direct, 10y
₹30,457
Direct keeps more than Regular
₹19,809
Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.