- Mutual Funds
- UTI Mutual Fund
- UTI Large & Mid Cap Fund (G)
UTI Large & Mid Cap Fund (G)
₹ 183.424
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 183.424
NAV (Oct 15)
Fund Returns
Last 1Y | 46.4% |
Last 3Y | 20.7% |
Last 5Y | 26.1% |
Last 10Y | 15.5% |
Since Inception | 14.2% |
6 Month CAGR | 22.2% |
Scheme Information
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 | 1.97 |
Launched (0y ago) | 1.97 |
AUM in Crores | 4086.4 |
ISIN | INF789F01869 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Large & Mid Cap Fund (G) | 14,39,499 | 7,06,887 | 26.1% | |
| 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.
7%ICICI Bank Ltd.
4.6%Others
4.3%ITC Ltd.
3.8%Infosys Ltd.
3%Allocation by Sector
Financial
28%Healthcare
10.3%Technology
10.1%Energy
7.6%Consumer Staples
6.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 7.3% | ||
6% | 6.8% | ||
6.1% | 6.9% | ||
16.2% | 15.3% | ||
20.7% | 14.2% |
UTI Large & Mid Cap Fund (G) Review
UTI Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 14.232% over a period of NaN years. The fund is managed by UTI Mutual Fund. The fund manager’s name is V Srivatsa.
Nav of UTI Large & Mid Cap Fund (G) as of 10/15/2024 is ₹183.42 with the total AUM as of 10/16/2024 is ₹4086.3804. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Large & Mid Cap Fund (G) was launched on . The category risk of the fund is Average.
The minimum SIP amount for UTI Large & Mid Cap Fund (G) 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 (G) 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.
It is rated as a 4 fund in Equity and delivered 46.448% 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 (G).
Frequently Asked Questions
What is UTI Large & Mid Cap Fund (G)?
How to invest in UTI Large & Mid Cap Fund (G)?
You can invest in UTI Large & Mid Cap Fund (G) 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 (G)?
The minimum sip amount for UTI Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it 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 (G)?
The expense ratio of the UTI Large & Mid Cap Fund (G) is 1.97% for regular plan.
What is the NAV of UTI Large & Mid Cap Fund (G)?
Today's UTI Large & Mid Cap Fund (G) NAV is ₹183.42.