Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.26%
1 Month-10.58%
3 Months-11.82%
6 Months-6.23%
1 Year+0.37%
3 Years (CAGR)+18.48%
5 Years (CAGR)+15.53%
10 Years (CAGR)+13.66%
Since Inception (Apr 2006)+7.22%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-11.14%
3 Year SIP+6.39%
5 Year SIP+11.91%
Since Inception (Apr 2006)+11.08%
Fund Details
Fund HouseUTI Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹5,724 Cr
Expense Ratio1.83%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100664
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Large & Mid Cap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
UTI Large & Mid Cap Fund - Regular Plan - Growth Option is a Large & Mid Cap mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹5,724 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.83%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations