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UTI Large & Mid Cap Fund Growth Return

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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)

₹6,218 Cr

Lock In Period

N/A

Expense Ratio

1.9

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(%)
1M1.380.665.46
6M1.102.7229.78
1Y4.565.2140.44
3Y15.7014.62134.87

Portfolio Analysis

  • Equity: 95.44%
  • Debt: 2.91%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC BANK LIMITED5.49%
2. ICICI BANK LTD3.57%
3. FEDERAL BANK LTD.1.98%
4. INDUSIND BANK0.81%

1. AUROBINDO PHARMA LTD.2.49%
2. AJANTA PHARMA LTD.1.34%
3. CAPLIN POINT LABORATORIES LTD1.29%
4. BIOCON LTD.1.10%
5. GLENMARK PHARMACEUTICALS LTD.0.95%
6. MARKSANS PHARMA LTD.0.90%
7. ALEMBIC PHARMACEUTICALS0.47%
8. DR REDDYS LABORATORIES LTD.0.18%

1. INFOSYS LTD.2.47%
2. WIPRO LIMITED1.73%
3. ORACLE FINANCIAL SERVICES SOFT1.59%
4. HCL TECHNOLOGIES LTD.1.33%
5. MPHASIS LTD0.60%

1. ADITYA BIRLA CAPITAL LTD2.45%
2. MAX FINANCIAL SERVICES LTD.1.26%
3. MOTILAL OSWAL FINANCIAL SERVIC1.23%

1. STATE BANK OF INDIA2.65%
2. BANK OF MAHARASHTRA1.44%

1. PHOENIX MILLS LTD1.87%
2. OBEROI REALTY LIMITED1.46%

1. SUNDARAM FINANCE LTD.1.72%
2. SHRIRAM FINANCE LTD1.51%

1. LARSEN & TOUBRO LTD.2.90%

1. BHARTI AIRTEL LTD.2.65%

1. ITC LTD.2.65%

1. LIC OF INDIA1.31%
2. ICICI PRUDENTIAL LIFE INSURA L1.23%

1. MARUTI SUZUKI INDIA LTD.1.30%
2. MAHINDRA & MAHINDRA LTD.1.21%

1. POWER GRID CORPORATION OF INDI2.42%

1. RELIANCE INDUSTRIES LTD.2.17%

1. EMAMI LTD.1.10%
2. COLGATE PALMOLIVE INDIA LTD.1.00%

1. GRASIM INDUSTRIES LTD.1.77%

1. HERO MOTOCORP LTD.1.75%

1. INDUS TOWERS LIMITED1.64%

1. INFO-EDGE (INDIA) LTD.1.54%

1. REC LTD1.52%

1. VEDANTA ALUMINIUM METAL LTD.1.47%

1. GENERAL INSURANCE CORPORATION1.44%

1. JUBILANT FOODWORKS LTD.0.90%
2. MAHINDRA HOLIDAYS & RESORTS IN0.52%

1. INTERGLOBE AVIATION LTD1.37%

1. SUZLON ENERGY LTD.1.33%

1. OIL INDIA LTD.1.30%

1. TATA POWER COMPANY LTD.1.09%
2. VEDANTA POWER LTD.0.05%

1. CROMPTON GREAVES CONSUMER ELEC1.10%

1. G R INFRAPROJECTS LTD1.07%

1. NIIT LEARNING SYSTEMS LTD1.06%

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 ₹6,218 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.9. 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 Growth316,469 CR1.96
L&T Large and Midcap Fund - Growth11,620 CR2.1
UTI Large & Mid Cap Fund Growth36,217 CR1.9
Invesco India Large & Mid Cap Fund Growth311,164 CR1.95
Fund Name1Y3Y
This FundAxis Large & Mid Cap Fund Growth6.867953.0657
This FundL&T Large and Midcap Fund - Growth2.339753.1852
This FundUTI Large & Mid Cap Fund Growth4.562554.8902
This FundInvesco India Large & Mid Cap Fund Growth8.750485.3716

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 1.9. 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 : 1.38%
  • 6 Months : 1.10%
  • 1 Year : 4.56%
  • 3 Years : 15.70%
Returns of UTI Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 188.9758 as on Aug 03,2026. Since inception, the return has been 54.89%.

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 ₹6,218 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.