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1M
6M
1Y
3Y
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NAV: 04 Sep 2025
₹20.40
Rating
1
Min. SIP amount
Not Supported
Fund size
₹8,199.28Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (30)
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | -18.1% | 15.8% | 17.2% |
| Category average | NA | -7.6% | 17.0% | NA |
| Rank with in category | NA | 47 | 24 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Growth | 5 | 4.1% | 26.9% | 12,427.89 |
Bandhan Large & Mid Cap Fund Growth | 5 | -2.0% | 23.7% | 9,996.58 |
ICICI Prudential Large & Mid Cap Fund Growth | 5 | 0.4% | 21.1% | 23,246.14 |
UTI Large & Mid Cap Fund Plan Growth | 4 | -3.9% | 20.4% | 4,864.89 |
Nippon India Vision Large & Mid Cap Growth | 4 | 0.3% | 20.4% | 6,173.85 |
Expense ratio, exit load and tax
Expense ratio: 0.90%
Inclusive of GST
Exit load
Nil
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%.
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Check past data
Fund management
Sharwan Kumar GoyalFeb 2021 - PresentView details
Sharwan Kumar Goyal
Feb 2021 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
Ayush JainMay 2022 - PresentView details
Ayush Jain
May 2022 - Present
View details
Education
Mr. Jain is B.Com, C.A and CFA (level 1).
Experience
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
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
NAWebsite
www.utimf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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