UTI Large & Mid Cap Fund Direct growth

Equity • Large and Mid Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Large and Mid Cap

Direct growth

Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
No lock-in
NAV
as of 03 Oct 2025
₹190.95
+0.7115% (1.40)
AUM
₹4,865 Cr
Expense ratio
1%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

30.08%
Technology

Technology

10.42%
Consumer Cyclical

Consumer Cyclical

10.19%
Basic Materials

Basic Materials

9.55%
Healthcare

Healthcare

8.40%

Fund House

UTI

UTI

Inc: 19 Sep 1986 • Total AUM: ₹2,02,745 Cr • Rank #8
UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.

Fund Managers

V Srivatsa

Experience: 16.03 yrs • Total AUM: 78,531 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.