UTI Mutual Fund

UTI Large & Mid Cap Fund Direct Plan Growth

₹ 175.38

NAV (Apr 02)

32.475%
5 Year CAGR
Scripbox Opinion
not-recommended
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

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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
0.98 %
Launched
-
AUM in Crores
3789.3
ISIN
INF789F01UG3
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.2
Beta
1
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

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%
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Allocation by Sector

Financial

31.94%
31.939574%

Technology

8.04%
8.044255%

Automobile

7.29%
7.288121%

Healthcare

6.82%
6.816466%

Consumer Staples

6.32%
6.319039%
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Frequently Asked Questions

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