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

Fund House:
UTI Mutual Fund
Category:
Equity: Large and Mid Cap
Status:
Open Ended Schemes
Launch Date:
01-08-2005
ISIN Number:
INF789F01869
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
4048.44
Nav (20-12-2024)
174.551
CAGR Since Inception:
14.01
Benchmark:
NIFTY Large Midcap 250 TRI
Expense Ratio (30-11-2024)::
1.95 %
Risko-Meter:
Very High
Exit Load:
1% if redeemed before 1 year from the date of investment. No exit load if redeemed on or after 1 years
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 31.59 29.66 22.87 23.38 14.18
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 49.54 41.14 29.36 26.87 0
HSBC Large & Mid Cap Fund - Regular Growth 42.41 33.75 22.78 22.18 0
Invesco India Large & Mid Cap Fund - Growth 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 33.06 31.13 25.24 23.25 15.84
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 31.32 27.35 19.77 0 0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 30.71 25.62 18.15 19.11 0
Nippon India Vision Fund-Growth Plan-Growth Option 30.17 28.7 22 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 29.89 23.76 17.36 21.28 16.67
Axis Growth Opportunities Fund - Regular Plan - Growth 28.63 26.93 16.01 21.76 0
Fund Manager
V Srivatsa:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On UTI Large & Mid Cap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Large and Mid Cap
CAGR since inception 14.01% 13.95% 15.92%
1 Year 31.59% 12.84% 27.50%
3 Year 22.87% 13.73% 19.64%
5 Year 23.38% 15.28% 21.12%
10 Year 14.18% 12.46% 14.91%
Nav / Index Value as on2024-12-22 4,048.44% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 5.06
Debt 0.1
Equity 94.82
Company Holding
HDFC BANK LIMITED 7.67
ICICI BANK LIMITED 4.75
ITC LIMITED 3.64
INFOSYS LIMITED 3.4
VEDANTA LIMITED 2.53
THE FEDERAL BANK LIMITED 2.38
DALMIA BHARAT LIMITED 2.22
ADITYA BIRLA CAPITAL LIMITED 2.18
INDUS TOWERS LIMITED 2.15
MAX FINANCIAL SERVICES LIMITED 2.07
FAQ's of UTI Large & Mid Cap Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate UTI Mutual Fund ?

To calculate the UTI Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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UTI Large & Mid Cap Fund - Regular Plan - Growth Option