UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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Category: Equity: Large and Mid Cap
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.83% As on (28-02-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 572.06 Cr As on (27-02-2026)
Turn over: 54

NAV as on 16-03-2026

171.7523

0.07 (0.0426%)

CAGR Since Inception

13.03%

NIFTY Large Midcap 250 TRI 15.3%

PERFORMANCE of UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 16-03-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	10.24	20.72	16.35	14.59	13.03
NIFTY LARGE MIDCAP 250 TRI	9.76	17.98	14.63	16.13	15.3
Equity: Large and Mid Cap	8.09	17.01	13.82	14.56	11.46

Yearly Performance (%)

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Fund Managers

Mr. V Srivatsa FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4

Investment Objective

The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.

RETURNS CALCULATOR for UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	12.33	1.25	2.62	0.95	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 16-03-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	10.24	9.75	20.72	16.35	14.59
HSBC Large & Mid Cap Fund - Regular Growth	03-03-2019	14.35	9.75	18.91	13.83	0.0
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	30-10-2024	13.18	0.0	0.0	0.0	0.0
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	12.75	12.69	22.53	17.99	0.0
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	21-10-2008	12.52	6.34	17.06	14.49	13.81
Kotak Large & Midcap Fund - Growth-Regular	05-09-2004	11.71	8.56	17.78	14.81	15.87
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth	21-10-2008	11.71	5.58	16.25	13.83	13.06
SBI Large & MIDCap Fund- Regular Plan -Growth	28-02-1993	11.13	9.3	16.79	15.67	15.38
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	09-08-2005	10.85	10.26	21.9	17.25	16.0
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	02-07-2010	10.83	6.13	15.8	12.29	17.21

PORTFOLIO ANALYSIS of UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Asset Allocation (%)