VS
V SrivatsaFund Manager Since 17 May 2017
EquityLarge & Mid-Cap
UTI Large & Mid Cap Fund-Growth Option - Direct
3Y Annualised
27.58%
0.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.65%
0.41% 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
2 years 10 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹4543.64 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
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Reinvestment of IncomeDistcumCapWdrl
20.89%
2nd
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Payout Inc Dist cum Cap Wdrl
20.89%
3rd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
4th
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
5th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
14th
UTI Large & Mid Cap Fund-Growth Option - Direct
4.65%
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 12 years, having been launched on 2013-01-01. UTI Large & Mid Cap Fund-Growth Option - Direct has ₹4543.64 Cr worth of assets under management (AUM) as of Sun Jul 06 2025. The latest Net Asset Value (NAV) of UTI Large & Mid Cap Fund-Growth Option - Direct as of Fri Jul 04 2025 is ₹196.1919. The fund has an expense ratio of 1.06%, which is medium comparable to most other Equity funds.
UTI Large & Mid Cap Fund-Growth Option - Direct returns for the last 1 year are 7.74%. Since launch, it has delivered 15.77% average annual returns.
The UTI Large & Mid Cap Fund-Growth Option - Direct has the majority of its money invested in Financial Services, Technology, Consumer Defensive, Communication Services, Energy, Basic Materials sectors.
Top 5 Holdings of UTI Large & Mid Cap Fund-Growth Option - Direct.
- HDFC Bank Ltd: 6.97%
- ICICI Bank Ltd: 4.61%
- Infosys Ltd: 2.68%
- ITC Ltd: 2.66%
- Aditya Birla Capital Ltd: 2.62%
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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FAQs
What is the current NAV of UTI Large & Mid Cap Fund-Growth Option - Direct?
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What are the top 5 holdings of UTI Large & Mid Cap Fund-Growth Option - Direct?
What are the top 3 sectors that UTI Large & Mid Cap Fund-Growth Option - Direct has invested in?
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What is the exit load of UTI Large & Mid Cap Fund-Growth Option - Direct?
How to Redeem UTI Large & Mid Cap Fund-Growth Option - Direct?
Can I invest in SIP and a Lump Sum of UTI Large & Mid Cap Fund-Growth Option - Direct?
