- Mutual Funds
- UTI Mutual Fund
- UTI Large & Mid Cap Fund (G)
UTI Large & Mid Cap Fund (G)
₹ 168.52
NAV (Apr 25)
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Expense Ratio | 1.91 % |
Launched | - |
AUM in Crores | 4100.8 |
ISIN | INF789F01869 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.2 |
Beta | 1 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7%ICICI Bank Ltd.
4.65%Others
4.3%ITC Ltd.
3.75%Infosys Ltd.
2.98%
Allocation by Sector
Financial
31.94%Technology
8.04%Automobile
7.29%Healthcare
6.82%Consumer Staples
6.32%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
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 13.76%. The fund is managed by UTI Mutual Fund. The fund manager’s name is V Srivatsa.
Nav of UTI Large & Mid Cap Fund (G) as of 4/25/2025 is ₹168.52 with the total AUM as of 4/26/2025 is ₹4100.83. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
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 Large Midcap 250 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 14.01% 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).