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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Large & Mid Cap Fund Plan Growth
+12.37%
3Y annualised
-0.88% 1D
NAV: 07 Oct '26
₹175.21
Min. for SIP
₹500
Fund size (AUM)
₹6,219.89 Cr
Expense ratio
1.95%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,877 | -3.54% | |
| 3 years | ₹1,80,000 | ₹1,88,234 | +4.57% | |
| 5 years | ₹3,00,000 | ₹3,93,762 | +31.25% | |
| 10 years | ₹6,00,000 | ₹12,46,678 | +107.78% |
Holdings (75)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 5.48% |
| ICICI Bank Ltd | Financial | Equity | 4.55% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.74% |
| Infosys Ltd | Technology | Equity | 2.91% |
| State Bank of India | Financial | Equity | 2.91% |
| ITC Ltd | Consumer Staples | Equity | 2.86% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.75% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.63% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.33% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.31% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.28% |
| Info Edge (India) Ltd | Technology | Equity | 2.01% |
| Bharti Airtel Ltd | Technology | Equity | 1.92% |
| Net Current Assets | Unspecified | Net Current Assets | 1.89% |
| Sundaram Finance Ltd | Financial | Equity | 1.85% |
| General Insurance Corporation of India Ltd | Financial | Equity | 1.77% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.73% |
| Life Insurance Corporation of India | Financial | Equity | 1.68% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.66% |
| Wipro Ltd | Technology | Equity | 1.64% |
| Indus Towers Ltd | Technology | Equity | 1.56% |
| Coal India Ltd | Materials | Equity | 1.55% |
| Grasim Industries Ltd | Materials | Equity | 1.54% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 1.51% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 1.50% |
| UPL Ltd | Materials | Equity | 1.49% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.47% |
| The Federal Bank Ltd | Financial | Equity | 1.38% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.35% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.34% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.33% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.27% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.23% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 1.21% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.12% |
| HCL Technologies Ltd | Technology | Equity | 1.11% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 1.08% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.08% |
| GHCL Ltd | Materials | Equity | 1.06% |
| DCM Shriram Ltd | Materials | Equity | 1.04% |
| VRL Logistics Ltd | Industrials | Equity | 1.04% |
| Emami Ltd | Consumer Staples | Equity | 1.03% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.02% |
| G R Infraprojects Ltd | Industrials | Equity | 1.00% |
| Indusind Bank Ltd | Financial | Equity | 1.00% |
| Bank of Maharashtra | Financial | Equity | 1.00% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.00% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.98% |
| NIIT Learning Systems Ltd | Consumer Staples | Equity | 0.98% |
| National Aluminium Company Ltd | Materials | Equity | 0.96% |
| Suzlon Energy Ltd | Industrials | Equity | 0.89% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.88% |
| JK Paper Ltd | Materials | Equity | 0.82% |
| Max Financial Services Ltd | Financial | Equity | 0.77% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.76% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.75% |
| Raymond Lifestyle Ltd | Consumer Discretionary | Equity | 0.75% |
| Marksans Pharma Ltd | Healthcare | Equity | 0.73% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 0.71% |
| Biocon Ltd | Healthcare | Equity | 0.71% |
| Tata Motors Ltd | Industrials | Equity | 0.66% |
| REC Ltd | Financial | Equity | 0.61% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.57% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 0.56% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.51% |
| Tips Industries Ltd | Consumer Discretionary | Equity | 0.50% |
| National Stock Exchange Of India Ltd Equity | Financial | Equity | 0.46% |
| Mahindra Holidays & Resorts India Ltd | Consumer Discretionary | Equity | 0.44% |
| Maharashtra Seamless Ltd | Industrials | Equity | 0.26% |
| Rossari Biotech Ltd | Materials | Equity | 0.26% |
| Axis Bank Ltd ST Dep. | Financial | Short Term Deposit | 0.11% |
| Vedanta Iron And Steel Ltd | Materials | Equity | 0.11% |
| Others CBLO | Unspecified | CBLO | 0.02% |
| Vedanta Power Ltd | Industrials | Equity | 0.02% |
| B S REFRIGERATORS LIMITED EQ | Consumer Discretionary | Equity | -- |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.4% | +11.7% | +12.7% | +13.2% |
| Category average (Equity Large & MidCap) | +10.1% | +9.6% | +12.5% | +17.3% |
| Rank (Equity Large & MidCap) | 8 | 8 | 10 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed less than 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +4.51% | +20.18% | 12,199.57 | |
 | +5.66% | +20.06% | 20,159.10 | |
 | +0.20% | +15.32% | 21,020.49 | |
 | -4.20% | +12.73% | 7,903.49 | |
 | -4.74% | +12.72% | 33,591.78 | |
| Compare | ||||
Fund management
VSV SrivatsaMay 2017 - PresentView details
VS
V Srivatsa
May 2017 - Present
View details
About UTI Large & Mid Cap Fund Plan Growth
UTI Large & Mid Cap Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. V Srivatsa is the Current Fund Manager of UTI Large & Mid Cap Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,09,225 Cr and the Latest NAV as of 07 Oct 2026 is ₹175.21.
The UTI Large & Mid Cap Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed less than 1 year
;
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.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,09,224.68 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,