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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
+19.28%
3Y annualised
+0.18% 1D
NAV: 15 May '26
₹179.85
Min. for SIP
₹500
Fund size (AUM)
₹5,896.42 Cr
Expense ratio
2.03%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,039 | +0.07% | |
| 3 years | ₹1,80,000 | ₹2,06,431 | +14.68% | |
| 5 years | ₹3,00,000 | ₹4,26,407 | +42.14% | |
| 10 years | ₹6,00,000 | ₹13,38,943 | +123.16% |
Holdings (75)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.19% |
| ICICI Bank Ltd. | Financial | Equity | 3.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.84% |
| Infosys Ltd. | Technology | Equity | 2.71% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.68% |
| ITC Ltd. | Consumer Staples | Equity | 2.55% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 2.54% |
| Reliance Industries Ltd. | Energy | Equity | 2.38% |
| Bharti Airtel Ltd. | Communication | Equity | 2.32% |
| Wipro Ltd. | Technology | Equity | 2.27% |
| The Federal Bank Ltd. | Financial | Equity | 1.82% |
| Indus Towers Ltd. | Communication | Equity | 1.81% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.79% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.67% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.65% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.64% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.61% |
| HCL Technologies Ltd. | Technology | Equity | 1.57% |
| REC Ltd. | Financial | Equity | 1.56% |
| Info Edge (India) Ltd. | Services | Equity | 1.52% |
| Oil India Ltd. | Energy | Equity | 1.51% |
| State Bank of India | Financial | Equity | 1.51% |
| Grasim Industries Ltd. | Construction | Equity | 1.47% |
| Oberoi Realty Ltd. | Construction | Equity | 1.45% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.42% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.41% |
| Sundaram Finance Ltd. | Financial | Equity | 1.37% |
| Tata Power Company Ltd. | Energy | Equity | 1.33% |
| Max Financial Services Ltd. | Financial | Equity | 1.33% |
| Shriram Finance Ltd | Financial | Equity | 1.30% |
| Bank of Maharashtra | Financial | Equity | 1.30% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.29% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.28% |
| Life Insurance Corporation of India | Insurance | Equity | 1.27% |
| Coal India Ltd. | Energy | Equity | 1.18% |
| Emami Ltd. | Consumer Staples | Equity | 1.17% |
| Interglobe Aviation Ltd. | Services | Equity | 1.16% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.16% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.15% |
| GR Infraprojects Ltd. | Construction | Equity | 1.11% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.09% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.09% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.08% |
| NIIT Learning Systems Ltd. | Services | Equity | 1.06% |
| Embassy Office Parks REIT | Construction | REITs | 1.05% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.03% |
| GHCL Ltd. | Chemicals | Equity | 1.03% |
| The Great Eastern Shipping Company Ltd. | Energy | Equity | 1.01% |
| Biocon Ltd. | Healthcare | Equity | 1.00% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.00% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.98% |
| JK Paper Ltd. | Consumer Staples | Equity | 0.97% |
| DCM Shriram Ltd. | Chemicals | Equity | 0.96% |
| Caplin Point Laboratories Ltd. | Healthcare | Equity | 0.93% |
| UPL Ltd. | Chemicals | Equity | 0.89% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.85% |
| Indusind Bank Ltd. | Financial | Equity | 0.85% |
| General Insurance Corporation of India | Insurance | Equity | 0.82% |
| Mphasis Ltd. | Technology | Equity | 0.78% |
| VRL Logistics Ltd. | Services | Equity | 0.70% |
| Marksans Pharma Ltd. | Healthcare | Equity | 0.69% |
| Tips Music Ltd. | Services | Equity | 0.63% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 0.63% |
| Mahindra Holidays & Resorts India Ltd. | Services | Equity | 0.57% |
| Tata Motors Ltd. | Automobile | Equity | 0.50% |
| Petronet LNG Ltd. | Energy | Equity | 0.48% |
| Raymond Lifestyle Ltd. | Consumer Staples | Equity | 0.43% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.42% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.42% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.42% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.42% |
| Rossari Biotech Ltd. | Chemicals | Equity | 0.31% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.26% |
| Axis Bank Ltd. | Financial | ST Dep. | 0.12% |
| BS Refrigerators Ltd. | 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 | +19.3% | +17.0% | +14.3% | +13.5% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 5 | 6 | 11 | -- |
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) | |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund Growth | +6.68% | +22.27% | 16,671.94 | |
UTI Large & Mid Cap Fund Plan Growth | +2.97% | +19.28% | 5,896.42 | |
Nippon India Vision Large & Mid Cap Growth | +0.79% | +18.21% | 7,080.91 | |
ICICI Prudential Large & Mid Cap Fund Growth | +0.17% | +17.98% | 29,757.23 | |
SBI Large & Midcap Fund Growth | +4.25% | +15.48% | 38,425.64 | |
| 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 ₹3,96,629 Cr and the Latest NAV as of 15 May 2026 is ₹179.85.
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₹3,96,629.25 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,