UTI Large & Mid Cap Fund Plan Growth

Equity
Large & MidCap
Very High Risk
20.23%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹176.64
Rating
4
Min. SIP amount
Not Supported
Fund size
₹4,864.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (73)

NameSectorInstrumentAssets
FinancialEquity6.69%
FinancialEquity4.41%
TechnologyEquity3.07%
FinancialEquity2.51%
Consumer StaplesEquity2.45%
EnergyEquity2.36%
ServicesEquity2.31%
EnergyEquity2.23%
TechnologyEquity2.20%
Metals & MiningEquity2.19%
FinancialEquity2.18%
FinancialEquity2.08%
HealthcareEquity1.95%
FinancialEquity1.94%
CommunicationEquity1.91%
TechnologyEquity1.81%
FinancialEquity1.75%
AutomobileEquity1.73%
AutomobileEquity1.61%
EnergyEquity1.61%
TechnologyEquity1.57%
FinancialEquity1.51%
ConstructionEquity1.50%
HealthcareEquity1.50%
HealthcareEquity1.40%
HealthcareEquity1.35%
FinancialEquity1.34%
AutomobileEquity1.33%
FinancialEquity1.31%
ConstructionEquity1.29%
ConstructionEquity1.25%
Consumer DiscretionaryEquity1.20%
CommunicationEquity1.19%
ChemicalsEquity1.15%
Consumer StaplesEquity1.08%
FinancialEquity1.07%
CommunicationEquity1.05%
ConstructionEquity1.01%
EnergyEquity0.99%
ServicesEquity0.98%
ConstructionEquity0.98%
AutomobileEquity0.98%
HealthcareEquity0.97%
Consumer StaplesEquity0.97%
EnergyEquity0.96%
FinancialEquity0.96%
ServicesEquity0.94%
FinancialEquity0.90%
Metals & MiningEquity0.84%
EnergyEquity0.82%
TechnologyEquity0.81%
ChemicalsEquity0.78%
Consumer StaplesEquity0.77%
ConstructionEquity0.76%
Consumer StaplesEquity0.74%
ServicesEquity0.73%
HealthcareEquity0.68%
ChemicalsEquity0.67%
InsuranceEquity0.67%
InsuranceEquity0.67%
ServicesEquity0.64%
DiversifiedEquity0.56%
ServicesEquity0.54%
HealthcareEquity0.50%
TextilesEquity0.50%
Capital GoodsEquity0.49%
EnergyEquity0.47%
CommunicationPPE0.45%
ChemicalsEquity0.43%
Metals & MiningEquity0.20%
Axis Bank Ltd.
FinancialST Dep.0.14%
AutomobileEquity0.14%
Consumer DiscretionaryEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-4.1%20.2%24.3%13.7%
Category average-7.6%16.8%21.6%NA
Rank with in category2255NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
4.1%26.6%12,427.89
5
-2.7%23.4%9,996.58
5
0.1%20.8%23,246.14
4
-4.1%20.2%4,864.89
4
-0.1%20.1%6,173.85

Expense ratio, exit load and tax

Expense ratio: 1.91%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

V Srivatsa
May 2017 - Present
View details

Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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