UTI Large & Mid Cap Fund Plan Growth

Equity
Large & MidCap
Very High Risk
+22.34%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Oct 2025
₹180.73
Rating
4
Min. SIP amount
Not Supported
Fund size
₹4,992.97Cr

Return calculator

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

Holdings (74)

NameSectorInstrumentAssets
FinancialEquity5.99%
FinancialEquity3.85%
TechnologyEquity3.21%
EnergyEquity2.84%
Consumer StaplesEquity2.66%
Metals & MiningEquity2.41%
FinancialEquity2.33%
FinancialEquity2.31%
TechnologyEquity2.29%
EnergyEquity2.14%
AutomobileEquity2.14%
CommunicationEquity2.11%
FinancialEquity2.09%
ServicesEquity2.05%
FinancialEquity1.98%
ConstructionEquity1.87%
TechnologyEquity1.81%
HealthcareEquity1.80%
FinancialEquity1.72%
HealthcareEquity1.69%
AutomobileEquity1.68%
AutomobileEquity1.57%
FinancialEquity1.50%
HealthcareEquity1.41%
EnergyEquity1.39%
ConstructionEquity1.37%
ConstructionEquity1.36%
TechnologyEquity1.36%
FinancialEquity1.35%
HealthcareEquity1.32%
EnergyEquity1.16%
AutomobileEquity1.14%
FinancialEquity1.11%
FinancialEquity1.09%
EnergyEquity1.08%
ChemicalsEquity1.06%
ConstructionEquity1.06%
Consumer DiscretionaryEquity1.05%
ServicesEquity1.05%
AutomobileEquity1.04%
CommunicationEquity1.01%
TechnologyEquity0.98%
ConstructionEquity0.96%
Consumer StaplesEquity0.95%
Consumer StaplesEquity0.93%
HealthcareEquity0.91%
ServicesEquity0.90%
FinancialEquity0.89%
Consumer StaplesEquity0.86%
EnergyEquity0.83%
InsuranceEquity0.82%
FinancialEquity0.80%
ConstructionEquity0.80%
InsuranceEquity0.80%
Metals & MiningEquity0.80%
AutomobileEquity0.74%
Consumer StaplesEquity0.73%
ChemicalsEquity0.73%
ServicesEquity0.71%
HealthcareEquity0.70%
EnergyEquity0.69%
HealthcareEquity0.67%
FinancialEquity0.64%
ChemicalsEquity0.58%
ServicesEquity0.57%
ServicesEquity0.52%
TextilesEquity0.48%
Capital GoodsEquity0.45%
EnergyEquity0.44%
CommunicationPPE0.43%
ChemicalsEquity0.40%
CommunicationEquity0.40%
Axis Bank Ltd.
FinancialST Dep.0.14%
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-1.4%22.3%25.7%13.7%
Category average-5.3%18.8%22.0%NA
Rank with in category1765NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
1.0%29.3%13,777.98
5
1.5%25.4%10,817.90
5
5.3%22.8%24,424.21
4
2.2%22.4%6,395.34
4
-1.4%22.3%4,992.97

Expense ratio, exit load and tax

Expense ratio: 1.90%

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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