UTI Large & Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 1.81% | -1.86% |
| 2 Year Return | 42.99% | 11.61% |
| 3 Year Return | 98.81% | 32.10% |
| 4 Year Return | 159.61% | 57.26% |
| 5 Year Return | 170.84% | 76.78% |
| 6 Year Return | 147.04% | 125.17% |
| 7 Year Return | 202.67% | 141.57% |
| Expense Ratio | 0.77% | - |
Minimum Purchase: ₹5,000
Exit Load: For period of holding less than 1 year the exit load charge is 1% of applicable NAV. For period of holding greater than or equal to 1 year the exit load charge is nil.
Lock-in: 1
Risk: Moderate Risk
UTI Large & Mid Cap Fund - Direct Plan is managed by UTI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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