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

UTI Large & Mid Cap Growth Direct Plan

NAV
₹163.8785
+1.04%
(17 May)
AUM
2,978 Cr
TER
1.21%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+68.0%
+58.3%
+54.6%
+47.5%
+47.4%
+42.0%
3Y
+30.6%
+27.5%
+29.0%
+23.8%
+27.9%
+21.8%
5Y
+29.8%
+23.6%
NA
+21.7%
+23.7%
+20.1%
ALL
+21.6%
+16.9%
+26.7%
+15.6%
+17.5%
+16.4%
VOL
16.7%
16.1%
18.9%
15.6%
15.6%
-
TER
0.7%
0.8%
0.5%
1.2%
0.8%
-
AUM
₹2,536 Cr
₹4,395 Cr
₹4,036 Cr
₹2,978 Cr
₹13,117 Cr
-
INFO
1.30
1.05
1.41
1.00
1.12
-
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 30th Apr
Top holdings
HDFC Bank Ltd
8.4%
ICICI Bank Ltd
6.2%
Net Current Assets
4.9%
ITC Ltd
3.8%
Reliance Industries Ltd
3.2%
The Federal Bank Ltd
2.9%
Axis Bank Ltd
2.8%
Aditya Birla Capital Ltd
2.7%
Mahindra & Mahindra Ltd
2.6%
Oracle Financial Services Software Ltd
2.6%
Top industry exposure
Financial Services
32.9%
Consumer Cyclical
10.5%
Healthcare
9.4%
Basic Materials
7.7%
Industrials
7.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
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