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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
+16.69%
3Y annualised
-0.12% 1D
NAV: 16 Jul '26
₹184.96
Min. for SIP
₹500
Fund size (AUM)
₹6,217.83 Cr
Expense ratio
1.92%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,513 | +2.52% | |
| 3 years | ₹1,80,000 | ₹2,05,767 | +14.31% | |
| 5 years | ₹3,00,000 | ₹4,27,654 | +42.55% | |
| 10 years | ₹6,00,000 | ₹13,49,033 | +124.84% |
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 5.49% |
| ICICI Bank Ltd | Financial | Equity | 3.57% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.90% |
| Net Current Assets | Unspecified | Net Current Assets | 2.80% |
| State Bank of India | Financial | Equity | 2.65% |
| ITC Ltd | Consumer Staples | Equity | 2.65% |
| Bharti Airtel Ltd | Technology | Equity | 2.65% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.49% |
| Infosys Ltd | Technology | Equity | 2.47% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.45% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.42% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.17% |
| The Federal Bank Ltd | Financial | Equity | 1.98% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.87% |
| Grasim Industries Ltd | Materials | Equity | 1.77% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.75% |
| Wipro Ltd | Technology | Equity | 1.73% |
| Sundaram Finance Ltd | Financial | Equity | 1.72% |
| Indus Towers Ltd | Technology | Equity | 1.64% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.59% |
| Info Edge (India) Ltd | Technology | Equity | 1.54% |
| REC Ltd | Financial | Equity | 1.52% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.51% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.47% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.46% |
| Bank of Maharashtra | Financial | Equity | 1.44% |
| General Insurance Corporation of India Ltd | Financial | Equity | 1.44% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.37% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.34% |
| HCL Technologies Ltd | Technology | Equity | 1.33% |
| Suzlon Energy Ltd | Industrials | Equity | 1.33% |
| Life Insurance Corporation of India | Financial | Equity | 1.31% |
| Oil India Ltd | Energy & Utilities | Equity | 1.30% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.30% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 1.29% |
| Max Financial Services Ltd | Financial | Equity | 1.26% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.23% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.23% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.21% |
| Biocon Ltd | Healthcare | Equity | 1.10% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.10% |
| Emami Ltd | Consumer Staples | Equity | 1.10% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.09% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 1.08% |
| G R Infraprojects Ltd | Industrials | Equity | 1.07% |
| NIIT Learning Systems Ltd | Consumer Staples | Equity | 1.06% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.00% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.95% |
| Coal India Ltd | Materials | Equity | 0.92% |
| Marksans Pharma Ltd | Healthcare | Equity | 0.90% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.90% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.89% |
| GHCL Ltd | Materials | Equity | 0.87% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.86% |
| JK Paper Ltd | Materials | Equity | 0.85% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.85% |
| UPL Ltd | Materials | Equity | 0.84% |
| DCM Shriram Ltd | Materials | Equity | 0.82% |
| VRL Logistics Ltd | Industrials | Equity | 0.82% |
| Indusind Bank Ltd | Financial | Equity | 0.81% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 0.78% |
| Mphasis Ltd | Technology | Equity | 0.60% |
| Bagmane Prime Office REIT | Real Estate | Real Estate Investment Trusts | 0.57% |
| Tips Industries Ltd | Consumer Discretionary | Equity | 0.56% |
| Mahindra Holidays & Resorts India Ltd | Consumer Discretionary | Equity | 0.52% |
| Tata Motors Ltd | Industrials | Equity | 0.49% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 0.47% |
| Raymond Lifestyle Ltd | Consumer Discretionary | Equity | 0.41% |
| Rossari Biotech Ltd | Materials | Equity | 0.32% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 0.30% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.18% |
| Vedanta Iron And Steel Ltd | Materials | Equity | 0.12% |
| Axis Bank Ltd ST Dep. | Financial | Short Term Deposit | 0.11% |
| Vedanta Power Ltd | Industrials | Equity | 0.05% |
| Others CBLO | Unspecified | CBLO | 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 | +16.7% | +14.7% | +13.8% | +13.5% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 6 | 8 | 12 | -- |
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) | |
|---|---|---|---|---|
 | +3.73% | +19.08% | 18,783.25 | |
 | +3.05% | +17.02% | 30,971.14 | |
 | +1.53% | +16.70% | 7,459.12 | |
| +1.25% | +16.69% | 6,217.83 | |
 | +4.00% | +14.26% | 40,849.93 | |
| 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 ₹3,93,467 Cr and the Latest NAV as of 16 Jul 2026 is ₹184.96.
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₹3,93,467.45 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,