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UTI Large & Mid Cap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 10 Sep 2025
₹191.98
+0.753% (1.50)
AUM
₹4,865 Cr
Expense ratio
1.05%
Benchmark
Fund Plan
Tax info and exit load
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
Asset split
Market capital
Equity95.54%
Cash4.46%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Basic Materials
Consumer Cyclical
Healthcare
Fund House
UTI
Inc: 19 Sep 1986 • Total AUM: ₹2,08,116 Cr • Rank #8UTI 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: 15.96 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'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.53%
Expense ratio
0.82%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.05%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
17.45%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.48%
Expense ratio
0.6%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
14.68%
Expense ratio
0.63%
Returns vs category
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.