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  • UTI Large & Mid Cap Fund (PIDCW-I)
UTI Mutual Fund

UTI Large & Mid Cap Fund (PIDCW-I)

EquityLarge & Mid Cap
Top Ranked

86.1048

NAV (Oct 31)

24.09%
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

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Invest in this fund
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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

86.1048

NAV (Oct 31)

Fund Returns

Last 1Y
47.2%
Last 3Y
20.6%
Last 5Y
24.1%
Last 10Y
14.5%
Since Inception
14.1%
6 Month CAGR
15.1%

Scheme Information

Investment Objective

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
1.96%
Launched
-
AUM in Crores
4086.4
ISIN
INF189A01046
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
13
Beta
1
Sharpe Ratio
1.2
YTM
-
Fund Managers

V Srivatsa

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Large & Mid Cap Fund (PIDCW-I)70%13,61,773 6,29,16124.1%
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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

7%
7.003%

ICICI Bank Ltd.

4.65%
4.648%

Others

4.3%
4.295%

ITC Ltd.

3.75%
3.752%

Infosys Ltd.

2.98%
2.981%
See all holdings

Allocation by Sector

Financial

29.14%
29.138058%

Technology

9.46%
9.457149%

Healthcare

8.36%
8.36416%

Energy

7.16%
7.157251%

Consumer Staples

5.59%
5.586085%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.5%

7.3%

6%

6.8%

16.1%

15.2%

6.2%

6.9%

20.6%

14.1%

UTI Large & Mid Cap Fund (PIDCW-I) Review

UTI Large & Mid Cap Fund (PIDCW-I) is a Large & Mid Cap Equity fund and has delivered an annualised return of 14.09%. The fund is managed by UTI Mutual Fund. The fund manager’s name is V Srivatsa.

Nav of UTI Large & Mid Cap Fund (PIDCW-I) as of 10/31/2024 is ₹86.10 with the total AUM as of 11/3/2024 is ₹4086.38. 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 (PIDCW-I) 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-I) 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 47.19% 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-I).

Frequently Asked Questions

What is UTI Large & Mid Cap Fund (PIDCW-I)?

It 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 (PIDCW-I)?

You can invest in UTI Large & Mid Cap Fund (PIDCW-I) 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-I)?

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

Is UTI Large & Mid Cap Fund (PIDCW-I) good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the UTI Large & Mid Cap Fund (PIDCW-I)?

The expense ratio of the UTI Large & Mid Cap Fund (PIDCW-I) is 1.96% for regular plan.

What is the NAV of UTI Large & Mid Cap Fund (PIDCW-I)?

Today's UTI Large & Mid Cap Fund (PIDCW-I) NAV is ₹86.10.