
UTI Large & Mid Cap Fund(G)-Direct Plan
+14.15%
5Y annualised
+14.15%
5Y annualised
-0.81% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹197.55
Min. SIP amount
₹500
Fund size (AUM)
6514 Cr
Expense ratio
0.98%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 09 Sep 2026
₹197.55
Min. SIP amount
₹500
Fund size (AUM)
6514 Cr
Expense ratio
0.98%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
46.66%
Mid Cap
32.45%
Small Cap
14.34%
Others
6.55%
Sector Allocation
Bank
16.63%
It
11.49%
Finance
11.39%
Healthcare
8.86%
Fmcg
5.33%
Insurance
4.43%
Crude Oil
4.36%
Automobile & Ancillaries
4.10%
Others
32.84%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% before 1Y, Nil on or after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
V. Srivatsa
Present
Similar/Peer Fund Comparison
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
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Invesco India Large & Mid Cap Fund(G)-Direct Plan
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ITI Large & Mid Cap Fund(G)-Direct Plan
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FAQs
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