UTI Large & Mid Cap Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

UTI Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹6,220 Cr

Lock In Period

N/A

Expense Ratio

1.95

Exit Load

For period of holding less than 1 year the exit load charge is 1% of applicable NAV.For period of holding greater than or equal to 1 year the exit load charge is nil.

Benchmark

Nifty Large Midcap 250 Total Return

UTI Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.73-1.402.98
6M-5.010.8816.19
1Y-4.472.7140.44
3Y12.1813.2287.68

Portfolio Analysis

  • Equity: 95.25%
  • Debt: 2.02%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC BANK LIMITED5.48%
2. ICICI BANK LTD4.55%
3. FEDERAL BANK LTD.1.38%
4. INDUSIND BANK1.00%

1. AUROBINDO PHARMA LTD.2.63%
2. DR REDDYS LABORATORIES LTD.1.47%
3. AJANTA PHARMA LTD.1.33%
4. CAPLIN POINT LABORATORIES LTD1.08%
5. MARKSANS PHARMA LTD.0.73%
6. BIOCON LTD.0.71%
7. ALEMBIC PHARMACEUTICALS0.71%
8. GLENMARK PHARMACEUTICALS LTD.0.57%

1. INFOSYS LTD.2.91%
2. WIPRO LIMITED1.64%
3. HCL TECHNOLOGIES LTD.1.11%
4. ORACLE FINANCIAL SERVICES SOFT1.08%

1. ADITYA BIRLA CAPITAL LTD2.28%
2. MOTILAL OSWAL FINANCIAL SERVIC1.66%
3. MAX FINANCIAL SERVICES LTD.0.77%

1. STATE BANK OF INDIA2.91%
2. BANK OF MAHARASHTRA1.00%

1. RELIANCE INDUSTRIES LTD.3.74%

1. SUNDARAM FINANCE LTD.1.85%
2. SHRIRAM FINANCE LTD1.34%

1. ITC LTD.2.86%

1. LIC OF INDIA1.68%
2. ICICI PRUDENTIAL LIFE INSURA L1.12%

1. LARSEN & TOUBRO LTD.2.75%

1. HERO MOTOCORP LTD.2.33%

1. POWER GRID CORPORATION OF INDI2.31%

1. VEDANTA ALUMINIUM METAL LTD.1.35%
2. NATIONAL ALUMINIUM CO. LTD.0.96%

1. INFO-EDGE (INDIA) LTD.2.01%

1. BHARTI AIRTEL LTD.1.92%

1. EMAMI LTD.1.03%
2. COLGATE PALMOLIVE INDIA LTD.0.88%

1. GENERAL INSURANCE CORPORATION1.77%

1. PHOENIX MILLS LTD1.73%

1. INDUS TOWERS LIMITED1.56%

1. COAL INDIA LTD.1.55%

1. GRASIM INDUSTRIES LTD.1.54%

1. OIL & NATURAL GAS CORPORATION1.50%

1. UPL LTD.1.49%

1. JUBILANT FOODWORKS LTD.0.98%
2. MAHINDRA HOLIDAYS & RESORTS IN0.44%

1. INTERGLOBE AVIATION LTD1.27%

1. MAHINDRA & MAHINDRA LTD.1.23%

1. MULTI COMMODITY EXCHANGE OF IN0.76%
2. NATIONAL STOCK EXCHANGE OF INDIA LIMITED0.46%

1. GHCL LTD.1.06%

1. DCM SHRIRAM LTD.1.04%

1. VRL LOGISTICS LTD1.04%

1. TATA POWER COMPANY LTD.1.02%
2. VEDANTA POWER LTD.0.02%
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About Fund UTI Large & Mid Cap Fund Growth

UTI Large & Mid Cap Fund Growth managed by UTI Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹6,220 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.95. Under the expert guidance of V Srivatsa ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

V Srivatsa

Mr. V Srivatsa has done B.Com, CA, ICMA, PGDM. He has been with UTI AMC since 2002. He has around 4 years of experience in the Equity Securities Research handling variety of sectors. Last 4 years in the fund management as fund manager for offshore funds. He is looking after fund management of Hybrid Schemes as an adhoc arrangement and report to Head of Fixed Income. Prior to joining UTI AMC, he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer-Audit in Madras Cements Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Large & Mid Cap Fund Growth316,438 CR1.88
Quant Large & Mid Cap Fund Growth13,384 CR2.45
UTI Large & Mid Cap Fund Growth36,219 CR1.95
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Fund Name1Y3Y
This FundAxis Large & Mid Cap Fund Growth-2.803540.2927
This FundQuant Large & Mid Cap Fund Growth1.748340.4713
This FundUTI Large & Mid Cap Fund Growth-4.470941.1736
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

UTI Large & Mid Cap Fund Growth FAQs

UTI Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Large & Mid Cap Fund Growth is 1.95. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -4.73%
  • 6 Months : -5.01%
  • 1 Year : -4.47%
  • 3 Years : 12.18%
Returns of UTI Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 171.3841 as on Oct 23,2026. Since inception, the return has been 41.17%.

You can invest in UTI Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Large & Mid Cap Fund Growth is ₹6,220 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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