UTI Mid Cap Fund - Regular Plan - IDCW

UTI Mid Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of February 28, 2026

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Asset Allocation

Equity: 98.33%Others: 1.67%
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Market Cap

Large Cap: 9.79%Mid Cap: 62.44%Others: 9.63%Small Cap: 16.47%
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Number of stocks

93
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Top 10 Holdings

43.40% of portfolio

Market Cap of Equity

Large Cap
9.7942%
Mid Cap
62.4434%
Others
9.6286%
Small Cap
16.4675%

Companies Allocation of Equity

Polycab India Ltd6.02%
Max Financial Services Ltd4.79%
Phoenix Mills Ltd4.60%
The Federal Bank Ltd4.45%
APL Apollo Tubes Ltd4.29%
Tube Investments of India Ltd Ordinary Shares4.13%
Ajanta Pharma Ltd3.95%
Hero MotoCorp Ltd3.89%
Blue Star Ltd3.64%
Coforge Ltd3.64%

Sector Allocation of Equity

Industrials19.86%
Financial Services22.38%
Real Estate3.14%
Basic Materials10.71%
Healthcare11.23%
Consumer Cyclical14.07%
Technology8.67%
Communication Services2.35%
Consumer Defensive1.79%
Energy1.82%
Utilities2.30%

SIP Amount

Monthly SIP Date

UTI Mid Cap Fund - Regular Plan - IDCW

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.