UTI Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

UTI Large & Mid Cap Growth Direct Plan

NAV
₹168.0864
-0.30%
(27 Feb)
AUM
4,047 Cr
TER
0.97%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.0%
+9.8%
+9.4%
+9.3%
+8.3%
+3.5%
3Y
+20.9%
+20.5%
+22.5%
+21.6%
+22.8%
+16.1%
5Y
+19.2%
+22.0%
+21.7%
+23.2%
+21.5%
+18.3%
ALL
+17.6%
+14.8%
+22.8%
+16.6%
+15.8%
+14.8%
VOL
15.6%
15.6%
19.5%
15.5%
16.1%
-
TER
0.7%
1.0%
0.5%
0.8%
0.6%
-
AUM
₹6,250 Cr
₹4,047 Cr
₹8,447 Cr
₹18,624 Cr
₹7,574 Cr
-
INFO
1.12
0.95
1.17
1.07
0.98
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
7.3%
ICICI Bank Ltd
4.6%
ITC Ltd
3.5%
Infosys Ltd
3.3%
Net Current Assets
2.6%
The Federal Bank Ltd
2.5%
Vedanta Ltd
2.5%
Dalmia Bharat Ltd
2.4%
Aditya Birla Capital Ltd
2.4%
Indus Towers Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
31.2%
Consumer Cyclical
11.8%
Basic Materials
11.1%
Technology
9.2%
Healthcare
7.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
40%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
V Srivatsa

FAQs