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UTI Large & Mid Cap Fund Plan IDCW
+18.46%
3Y annualised
0.00% 1D
NAV: 31 Mar '26
₹80.12
Min. for SIP
₹500
Fund size (AUM)
₹5,723.94 Cr
Expense ratio
1.84%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,247 | -6.25% | |
| 3 years | ₹1,80,000 | ₹2,29,156 | +27.31% | |
| 5 years | ₹3,00,000 | ₹4,94,484 | +64.83% | |
| 10 years | ₹6,00,000 | ₹13,39,412 | +123.24% |
Holdings (75)
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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 | +18.5% | +15.8% | +13.6% | +13.2% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 4 | 4 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund IDCW | +0.77% | +19.85% | 14,780.40 | |
UTI Large & Mid Cap Fund Plan IDCW | +0.37% | +18.46% | 5,723.94 | |
ICICI Prudential Large & Mid Cap Fund IDCW | -0.73% | +17.38% | 28,505.90 | |
Nippon India Vision Large & Mid Cap IDCW | -2.80% | +16.93% | 6,962.81 | |
Nippon India Vision Large & Mid Cap Bonus | -2.80% | +16.93% | 6,962.81 | |
| Compare | ||||
Fund management
VSV SrivatsaMay 2017 - PresentView details
VS
V Srivatsa
May 2017 - Present
View details
About UTI Large & Mid Cap Fund Plan IDCW
UTI Large & Mid Cap Fund Plan IDCW 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 IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 31 Mar 2026 is ₹80.12.
The UTI Large & Mid Cap Fund Plan IDCW 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
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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₹3,96,376.13 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,