Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
UTI Mid Cap Fund - Regular Plan - IDCW UTI Mid Cap Fund - Regular Plan - IDCW

UTI Mid Cap Fund - Portfolio Analysis

  • ₹145.59 (0.01%)

    Current NAV 03-07-2025

  • 3.08%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.24%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 62.67
Small Cap 21.11
Large Cap 7.53
Others 5.93

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Cyclical

Financial Services

Industrials

Basic Materials

Healthcare

Technology

Real Estate

Communication Services

Utilities

Energy

Consumer Defensive

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
03-Jul-2025
Holdings PE Ratio
03-Jul-2025
1Y Return
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 2.47% 0 14.53%
Coforge Ltd Technology 2.34% - 0%
Phoenix Mills Ltd Mid Cap Real Estate (79.58) 2.17% 55.14 -16.96%
Polycab India Ltd Large Cap Industrials (46.95) 2.08% 50.64 1.26%
Persistent Systems Ltd Mid Cap Technology 1.99% - 0%
Max Financial Services Ltd Mid Cap Financial Services (36.21) 1.95% 172.17 68.05%
Indian Bank Mid Cap Financial Services (9.02) 1.94% 7.72 20.46%
Schaeffler India Ltd Mid Cap Consumer Cyclical (54.79) 1.9% 65.02 -13.76%
Alkem Laboratories Ltd Mid Cap Healthcare (38.82) 1.84% 57.92 -8.63%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (44.43) 1.84% 85.37 -28.89%
JK Cement Ltd Mid Cap Basic Materials (47.62) 1.78% 56.86 46.93%
APL Apollo Tubes Ltd Mid Cap Basic Materials (29.41) 1.75% 63.36 8.44%
Ajanta Pharma Ltd Mid Cap Healthcare (38.99) 1.73% 34.48 13.43%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (46.76) 1.67% 116.43 41.3%
Bharti Hexacom Ltd Mid Cap Communication Services 1.66% - 0%
PB Fintech Ltd Mid Cap Financial Services (76.58) 1.62% 615.37 84.19%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 1.61% 0 0%
Suzlon Energy Ltd Mid Cap Industrials (57.24) 1.59% 43.03 22.58%
BSE Ltd Mid Cap Financial Services 1.55% - 0%
NMDC Ltd Mid Cap Basic Materials (10.05) 1.55% 10.88 109.86%
PI Industries Ltd Mid Cap Basic Materials (36.22) 1.53% 38.75 11.63%
Dixon Technologies (India) Ltd Mid Cap Technology (110.78) 1.37% 83.19 19.15%
ICICI Lombard General Insurance Co Ltd Mid Cap Financial Services (42.66) 1.36% 0 10.04%
ITC Hotels Ltd Consumer Cyclical 1.34% - 0%
Bharat Electronics Ltd Large Cap Industrials (52.95) 1.29% 58.59 35.59%
Pfizer Ltd Small Cap Healthcare (39.05) 1.27% 0 26.75%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 1.26% 18.4 18.6%
Astral Ltd Mid Cap Industrials (39.62) 1.23% 76.72 -38.04%
Dalmia Bharat Ltd Mid Cap Basic Materials (46.94) 1.22% 60.95 20.69%
Hero MotoCorp Ltd Large Cap Consumer Cyclical (30.98) 1.2% 19.55 -21.5%
Eris Lifesciences Ltd Registered Shs Small Cap Healthcare (39.05) 1.18% 66.49 64.94%
Page Industries Ltd Mid Cap Consumer Cyclical (54.86) 1.18% 0 25.56%
Supreme Industries Ltd Mid Cap Industrials (44.36) 1.18% 56.58 -29.72%
FSN E-Commerce Ventures Ltd Mid Cap Consumer Cyclical (152.63) 1.17% 879.35 15.51%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 1.14% 28.3 41.05%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (71) 1.13% 40.65 -14.61%
Shriram Finance Ltd Financial Services 1.13% - 0%
Mphasis Ltd Mid Cap Technology (19.56) 1.11% 0 0%
Endurance Technologies Ltd Mid Cap Consumer Cyclical (44.5) 1.11% 0 25.18%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (72.12) 1.1% 221 23.67%
Info Edge (India) Ltd Communication Services 1.01% - 0%
Dr. Lal PathLabs Ltd Small Cap Healthcare (46.62) 0.99% 47.41 -2.26%
Grindwell Norton Ltd Small Cap Industrials (55.56) 0.98% 53.26 -39.15%
Hindustan Petroleum Corp Ltd Mid Cap Energy (36.9) 0.98% 13.8 33.19%
AAVAS Financiers Ltd Small Cap Financial Services (17.88) 0.96% 31.24 4.26%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 0.95% 206.18 772.74%
Oberoi Realty Ltd Mid Cap Real Estate (80.53) 0.95% 31.04 5.26%
Timken India Ltd Small Cap Industrials (55.32) 0.94% 0 -25.03%
LIC Housing Finance Ltd Mid Cap Financial Services (17.82) 0.94% 6.27 -20.32%
The Federal Bank Ltd Mid Cap Financial Services (20.48) 0.93% 12.4 18.55%
Gujarat Gas Ltd Mid Cap Utilities (13.47) 0.92% 29.62 -22.54%
REC Ltd Large Cap Financial Services (12.37) 0.91% 6.56 -26.61%
Swiggy Ltd Large Cap Consumer Cyclical 0.91% - 0%
Metro Brands Ltd Mid Cap Consumer Cyclical (62.39) 0.88% 88.2 -8.24%
Motherson Sumi Wiring India Ltd Small Cap Consumer Cyclical (45.54) 0.88% 0 -20.33%
Sona BLW Precision Forgings Ltd Mid Cap Consumer Cyclical (38.48) 0.86% 49.43 -28.72%
Emami Ltd Small Cap Consumer Defensive (56.06) 0.86% 30.27 -22.69%
KPIT Technologies Ltd Mid Cap Technology (30.61) 0.85% 40.63 -25.07%
Voltamp Transformers Ltd Small Cap Industrials (29) 0.84% 0 -21.06%
Karur Vysya Bank Ltd Small Cap Financial Services (20.66) 0.84% 0 33.52%
PNC Infratech Ltd Small Cap Industrials (32.89) 0.81% -22.68 -43.81%
Whirlpool of India Ltd Small Cap Consumer Cyclical (110.78) 0.8% 49.51 -27.6%
Aarti Industries Ltd Small Cap Basic Materials (59.73) 0.77% 52.46 -32.88%
Torrent Power Ltd Mid Cap Utilities (26.35) 0.77% 24.67 -3.05%
Kajaria Ceramics Ltd Small Cap Industrials (53.23) 0.76% 61.86 -22.75%
Apollo Hospitals Enterprise Ltd Mid Cap Healthcare (46.62) 0.75% 75.12 22.16%
Computer Age Management Services Ltd Ordinary Shares Small Cap Technology (37.2) 0.74% 44.83 12.15%
IndusInd Bank Ltd Mid Cap Financial Services (20.75) 0.74% 26.01 -42.8%
Muthoot Finance Ltd Mid Cap Financial Services (28.9) 0.7% 20 47.47%
Voltas Ltd Mid Cap Consumer Cyclical (65.74) 0.69% 53.87 -5.59%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 0.69% - 0%
Delhivery Ltd Small Cap Industrials (43.52) 0.68% 178.66 -2.94%
Praj Industries Ltd Small Cap Industrials (57.24) 0.68% 55.35 -33.33%
CreditAccess Grameen Ltd Ordinary Shares Small Cap Financial Services (29.53) 0.66% 37.33 -6.34%
Sonata Software Ltd Small Cap Technology (30.63) 0.66% 26.82 -35.05%
Gland Pharma Ltd Small Cap Healthcare (38.99) 0.61% 44.02 3.02%
CIE Automotive India Ltd Small Cap Consumer Cyclical (38.78) 0.6% 21.29 -24.19%
Balkrishna Industries Ltd Mid Cap Consumer Cyclical (33.62) 0.6% 29.79 -18.04%
TeamLease Services Ltd Small Cap Industrials (46.46) 0.59% 47.17 15.27%
Syngene International Ltd Mid Cap Healthcare (53.03) 0.58% 52.45 -9.02%
Vedant Fashions Ltd Small Cap Consumer Cyclical (9.67) 0.57% 0 100.72%
Berger Paints India Ltd Mid Cap Basic Materials (54.69) 0.47% 59.18 17.41%
Navin Fluorine International Ltd Small Cap Basic Materials (26.29) 0.47% 0 6.43%
IFB Industries Ltd Small Cap Consumer Cyclical (50.24) 0.46% 51.68 -8.44%
L&T Technology Services Ltd Mid Cap Technology (51.41) 0.46% 36.17 -13.98%
Lupin Ltd Mid Cap Healthcare (132.95) 0.45% 167.31 197.56%
La Opala RG Ltd Small Cap Consumer Cyclical (39.92) 0.38% 28.35 -7.08%
Hexaware Technologies Ltd Ordinary Shares Technology 0.11% - 0%
UPL Ltd Mid Cap Basic Materials (26.74) 0.1% 60.33 18.73%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for UTI Mid Cap Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for UTI Mid Cap Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully