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NAV: 01 Oct 2025
₹93.17
Rating
4
Min. SIP amount
₹500
Fund size
₹4,861.08Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (73)
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Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -4.5% | 22.4% | 25.9% | 15.1% |
| Category average | -9.8% | 17.5% | 21.5% | NA |
| Rank with in category | 20 | 5 | 5 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund Direct IDCW | 5 | -2.3% | 25.5% | 10,230.75 |
ICICI Prudential Large & Mid Cap Fund Direct Plan IDCW | 5 | 0.3% | 23.0% | 23,697.82 |
Nippon India Vision Large & Mid Cap Direct IDCW | 4 | -1.4% | 21.8% | 6,176.73 |
SBI Large & Midcap Fund Direct Plan IDCW | 4 | -0.4% | 17.9% | 33,248.12 |
Motilal Oswal Large and Midcap Fund Direct IDCW | 5 | NA | NA | 12,628.20 |
Expense ratio, exit load and tax
Expense ratio: 1.00%
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%.
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Check past data
Fund management
V SrivatsaMay 2017 - PresentView details
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
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
UTI Large & Mid Cap Fund Direct IDCW
VS
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