- Mutual Funds
- UTI Mutual Fund
- UTI Large & Mid Cap Fund (PIDCW-A)
Formerly UTI Core Equity Reg IDCW-P
UTI Large & Mid Cap Fund (PIDCW-A)
₹ 72.0008
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 72.0008
NAV (Apr 18)
Fund Returns
Last 1Y | 45.7% |
Last 3Y | 23.3% |
Last 5Y | 18.5% |
Last 10Y | 15.2% |
Since Inception | 13.7% |
6 Month CAGR | 18.9% |
Scheme Information
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 | INF189A01046 |
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) | 0.69 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Large & Mid Cap Fund (PIDCW-A) | 11,68,347 | 4,35,735 | 18.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.4%icici bank ltd
6.4%net current assets
4%itc ltd
3.9%reliance industries ltd
3.7%Allocation by Sector
financial services
32.6%consumer cyclical
12.3%healthcare
9.8%industrials
7.4%technology
6.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
15.5% | 11.9% | ||
5.8% | 7.3% | ||
5.5% | 6.8% | ||
18.7% | 15.1% |
UTI Large & Mid Cap Fund (PIDCW-A) Review
UTI Large & Mid Cap Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.7% over a period of 14 years. The fund was previously known as UTI Core Equity Reg IDCW-P. 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 (PIDCW-A) as of 4/18/2024 is ₹72.00 with the total AUM as of 4/19/2024 is ₹2758.794. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Large & Mid Cap Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 4 fund in Equity and delivered 45.7% 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 (PIDCW-A).
Frequently Asked Questions
What is UTI Large & Mid Cap Fund (PIDCW-A)?
How to invest in UTI Large & Mid Cap Fund (PIDCW-A)?
You can invest in UTI Large & Mid Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for UTI Large & Mid Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Large & Mid Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, UTI Large & Mid Cap Fund (PIDCW-A) is a Top Ranked fund. You can investUTI Large & Mid Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the UTI Large & Mid Cap Fund (PIDCW-A) is 2.02% for regular plan.