₹86.8757
₹0.99 (+1.15%)
NAV as of 10 Apr 2026
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)+10.96%
Since Inception (Apr 2006)+3.85%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-11.14%
3 Year SIP+6.39%
5 Year SIP+11.83%
Since Inception (Apr 2006)+8.14%
Fund Details
Fund HouseUTI Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100663
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 - IDCW 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 - IDCW is a Large & Mid Cap mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years.
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