UTI Large & Mid Cap Fund Regular Plan Growth

Equity
Large & MidCap
Very High Risk
23.01%
3Y annualised
+0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2024₹145.25
Min. SIP amountNot Supported
Rating4
Fund size₹2,642.60Cr

Return calculator

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.8%23.0%18.7%13.7%
Category average46.3%21.0%18.3%NA
Rank with in category978NA
Understand terms

Holdings (61)

NameSectorInstrumentAssets
FinancialEquity8.36%
FinancialEquity5.94%
EnergyEquity3.69%
TechnologyEquity3.54%
FinancialEquity3.24%
Consumer StaplesEquity3.04%
FinancialEquity2.86%
TechnologyEquity2.74%
AutomobileEquity2.71%
ConstructionEquity2.32%
See All

Expense ratio, exit load and tax

Expense ratio: 2.03%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
Stock Holding Corp. of India Ltd.
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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UTI Large & Mid Cap Fund Regular Plan Growth
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