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  • UTI Mutual Fund
  • UTI Large & Mid Cap Fund (Growth)

Formerly UTI Core Equity Reg Gr

UTI Mutual Fund

UTI Large & Mid Cap Fund (Growth)

EquityLarge & Mid Cap
Top Ranked

149.4211

NAV (Apr 22)

19.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

149.4211

NAV (Apr 22)

Fund Returns

Last 1Y
47.3%
Last 3Y
24.2%
Last 5Y
19.2%
Last 10Y
15.4%
Since Inception
13.8%
6 Month CAGR
21.6%

Scheme Information

Investment Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
2.02
Launched (15y ago)
May 20, 2009
AUM in Crores
2758.794
ISIN
INF789F01869
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
20.1
Beta (3yr)
0.9
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.278
Sharpe Ratio (5yr)
0.697
YTM
0
Fund Managers

V Srivatsa

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Large & Mid Cap Fund (Growth)70%11,90,618 4,58,00619.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-22

Top Stock Holdings

hdfc bank ltd

8.4%
8.4%

icici bank ltd

6.4%
6.4%

net current assets

4%
4%

itc ltd

3.9%
3.9%

reliance industries ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

32.6%
32.6%

consumer cyclical

12.3%
12.3%

healthcare

9.8%
9.8%

industrials

7.4%
7.4%

technology

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 208,166 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.5%

6.9%

5.8%

7.3%

5.5%

6.8%

16.7%

11.9%

19.2%

15.2%

UTI Large & Mid Cap Fund (G) Review

UTI Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.8% over a period of 14 years. The fund was previously known as UTI Core Equity Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is V Srivatsa.

Nav of UTI Large & Mid Cap Fund (G) as of 4/22/2024 is ₹149.42 with the total AUM as of 4/23/2024 is ₹2758.794. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Large & Mid Cap Fund (G) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Large & Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Large & Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

UTI Large & Mid Cap Fund (G) is rated as a 4 fund in Equity and delivered 47.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Large & Mid Cap Fund (G).

Frequently Asked Questions

What is UTI Large & Mid Cap Fund (G)?

UTI Large & Mid Cap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Large & Mid Cap Fund (G)?

You can invest in UTI Large & Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Large & Mid Cap Fund (G)?

The minimum sip amount for UTI Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Large & Mid Cap Fund (G) good to invest in?

As per Scripbox experts, UTI Large & Mid Cap Fund (G) is a Top Ranked fund. You can investUTI Large & Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Large & Mid Cap Fund (G)?

The expense ratio of the UTI Large & Mid Cap Fund (G) is 2.02% for regular plan.