VS
V SrivatsaFund Manager Since 17 May 2017
EquityLarge & Mid-Cap
UTI Large & Mid Cap Fund Regular Plan Growth
3Y Annualised
21.23%
-1.81% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.05%
-1.81% 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
3 years 7 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹4100.83 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 Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
66th
UTI Large & Mid Cap Fund Regular Plan Growth
2.05%
Fund Managers
About UTI Large & Mid Cap Fund Regular Plan Growth
UTI Large & Mid Cap Fund Regular Plan Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 15 years, having been launched on 2009-05-20. UTI Large & Mid Cap Fund Regular Plan Growth has ₹4100.83 Cr worth of assets under management (AUM) as of Tue Apr 29 2025. The latest Net Asset Value (NAV) of UTI Large & Mid Cap Fund Regular Plan Growth as of Mon Apr 28 2025 is ₹170.023. The fund has an expense ratio of 1.89%, which is medium comparable to most other Equity funds.
UTI Large & Mid Cap Fund Regular Plan Growth returns for the last 1 year are 11.03%. Since launch, it has delivered 13.76% average annual returns.
The UTI Large & Mid Cap Fund Regular Plan Growth has the majority of its money invested in Financial Services, Consumer Defensive, Basic Materials, Technology, Industrials, Communication Services sectors.
Top 5 Holdings of UTI Large & Mid Cap Fund Regular Plan Growth.
- HDFC Bank Ltd: 7.31%
- ICICI Bank Ltd: 4.76%
- ITC Ltd: 3.13%
- Vedanta Ltd: 2.80%
- Aditya Birla Capital Ltd: 2.76%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2009-05-20 |
| 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 Regular Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
9.93%
expense ratio
1.81%
fund size
₹1647.97 Cr
UTI MNC Fund Regular Plan Growth
EquityEquity - Other
3Y CAGR
11.71%
expense ratio
2.02%
fund size
₹2639.71 Cr
UTI Large cap Fund Regular Plan Growth
EquityLarge-Cap
3Y CAGR
12.04%
expense ratio
1.75%
fund size
₹12180.00 Cr
UTI Mid Cap Fund Regular Plan Growth
EquityMid-Cap
3Y CAGR
14.98%
expense ratio
1.76%
fund size
₹10649.44 Cr
UTI Value fund Fund-Direct Growth Option
EquityValue
3Y CAGR
19.10%
expense ratio
1.12%
fund size
₹9455.20 Cr
FAQs
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