VS
V SrivatsaFund Manager Since 17 May 2017
EquityLarge & Mid-Cap
UTI Large & Mid Cap Fund-Growth Option - Direct
3Y Annualised
16.01%
-0.54% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.32%
-0.54% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 8 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹6406.53 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Less than 1 year – 1%. Greater than or equal to 1 year – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
169th
UTI Large & Mid Cap Fund-Growth Option - Direct
-0.32%
Fund Managers
About UTI Large & Mid Cap Fund-Growth Option - Direct
UTI Large & Mid Cap Fund-Growth Option - Direct is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. UTI Large & Mid Cap Fund-Growth Option - Direct has ₹6406.53 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of UTI Large & Mid Cap Fund-Growth Option - Direct as of Wed Sep 02 2026 is ₹200.1863. The fund has an expense ratio of 1.05%, which is medium comparable to most other Equity funds.
UTI Large & Mid Cap Fund-Growth Option - Direct returns for the last 1 year are 6.29%. Since launch, it has delivered 14.50% average annual returns.
The UTI Large & Mid Cap Fund-Growth Option - Direct has the majority of its money invested in Financial Services, Energy, Technology, Industrials, Communication Services, Consumer Defensive, Healthcare sectors.
Top 5 Holdings of UTI Large & Mid Cap Fund-Growth Option - Direct.
- HDFC Bank Ltd: 5.62%
- ICICI Bank Ltd: 4.80%
- Reliance Industries Ltd: 3.26%
- Infosys Ltd: 3.10%
- State Bank of India: 3.02%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Large & Mid Cap Fund-Growth Option - Direct
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
