Uti Large N Mid Cap Fund Growth

Risk: Very High
₹ 175.23
NAV (Jul 25,2024)

UTI Large & Mid Cap Fund - Growth is a mutual fund that offers investors the opportunity to invest in a diversified portfolio of large and mid-cap stocks. With an expense ratio of 2.05%, this fund aims to provide long-term capital growth. The fund has an established date of 2009-05-20 and requires a minimum investment of ₹5000. At present, the fund has an AUM (Assets Under Management) of ₹2380.08. The PE (Price to Earnings Ratio) stands at 27.95, while the PB (Price to Book Ratio) is at 3.96.

Uti Large N Mid Cap Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Large N Mid Cap Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    27.95
  • P/B Ratio
    UM_URBAN_MONEY

    3.96
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.05%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2380.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,634.17 (16.34%)₹ 12,638.72 (26.39%)₹ 14,923.59 (49.24%)₹ 18,814.42 (88.14%)₹ 29,551.7 (195.52%)
₹ 30,000₹ 34,902.51 (16.34%)₹ 37,916.16 (26.39%)₹ 44,770.77 (49.24%)₹ 56,443.26 (88.14%)₹ 88,655.1 (195.52%)
₹ 50,000₹ 58,170.85 (16.34%)₹ 63,193.6 (26.39%)₹ 74,617.95 (49.24%)₹ 94,072.1 (88.14%)₹ 1,47,758.5 (195.52%)
₹ 80,000₹ 93,073.36 (16.34%)₹ 1,01,109.76 (26.39%)₹ 1,19,388.72 (49.24%)₹ 1,50,515.36 (88.14%)₹ 2,36,413.6 (195.52%)
₹ 1,00,000₹ 1,16,341.7 (16.34%)₹ 1,26,387.2 (26.39%)₹ 1,49,235.9 (49.24%)₹ 1,88,144.2 (88.14%)₹ 2,95,517 (195.52%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • EQ HDFC BANK LIMITED9.15%
  • EQ ICICI BANK LTD4.76%
  • EQ RELIANCE INDUSTRIES LTD4.27%
  • NET CURRENT ASSETS3.92%
  • EQ INFOSYS LTD3.35%
  • EQ FEDERAL BANK LTD3.17%
  • EQ ITC LTD2.78%
  • EQ LARSEN & TOUBRO LTD2.55%
  • EQ MAHINDRA & MAHINDRA LTD2.42%
  • EQ AXIS BANK LTD2.23%
  • EQ NMDC LTD2.15%
  • EQ ORACLE FINANCIAL SERVICES SOFT2.08%
  • EQ GAIL INDIA LTD2.01%
  • EQ FORTIS HEALTHCARE LTD1.92%
  • EQ COROMANDEL INTERNATIONAL LTD1.89%
  • EQ HCL TECHNOLOGIES LTD1.87%
  • EQ TATA MOTORS DVR1.86%
  • EQ DALMIA BHARAT LTD1.84%
  • EQ MAX FINANCIAL SERVICES LTD1.82%
  • EQ INDUSIND BANK1.79%
  • EQ INTERGLOBE AVIATION LTD1.72%
  • EQ ENDURANCE TECHNOLOGIES LTD1.67%
  • EQ AUROBINDO PHARMA LTD1.62%
  • EQ PHOENIX MILLS LTD1.61%
  • EQ BAJAJ AUTO LTD1.47%
  • EQ ADITYA BIRLA CAPITAL LTD1.46%
  • EQ BHARTI AIRTEL LTD1.44%
  • EQ GLAND PHARMA LTD1.36%
  • EQ OIL INDIA LTD1.33%
  • EQ STATE BANK OF INDIA1.28%
  • EQ INDIAN BANK1.25%
  • EQ HERO MOTOCORP LTD1.23%
  • EQ EMAMI LTD1.22%
  • EQ APOLLO TYRES LTD1.22%
  • EQ BIOCON LTD1.20%
  • EQ SHRIRAM FINANCE LTD1.16%
  • EQ HINDALCO INDUSTRIES LTD1.16%
  • EQ TATA STEEL LTD1.16%
  • EQ BALKRISHNA INDUSTRIES LTD1.16%
  • EQ INDRAPRASTHA GAS LTD1.12%
  • EQ STAR HEALTH & ALLIED INSURANCE1.08%
  • EQ CROMPTON GREAVES CONSUMER ELEC1.03%
  • EQ CIPLA LTD1.02%
  • EQ PRESTIGE ESTATES PROJECTS LTD0.99%
  • EQ SUNDARAM FINANCE LTD0.98%
  • EQ NIPPON LIFE INDIA ASSET MANAGE0.95%
  • EQ ZEE ENTERTAINMENT ENTERPRISES0.95%
  • EQ AJANTA PHARMA LTD0.89%
  • EQ ZYDUS LIFESCIENCES LTD0.87%
  • EQ MPHASIS LTD0.82%
  • EQ HDFC ASSET MANAGEMENT COMPANY0.79%
  • EQ G R INFRAPROJECTS LTD0.76%
  • EQ RAYMOND LIMITED0.73%
  • EQ MARKSANS PHARMA LTD0.73%
  • EQ GHCL LTD0.56%
  • EQ GREAT EASTERN SHIPPING CO LTD0.47%
  • EQ MAHINDRA HOLIDAYS & RESORTS IN0.46%
  • EQ INDO COUNT INDUSTRIES LTD0.45%
  • EQ CAPLIN POINT LABORATORIES LTD0.37%
  • EQ RTS PP BHARTI AIRTEL LTD0.12%
  • STOCK HOLDING CORPN OF INDIA LTD STD MARGIN0.11%
  • EQ GHCL TEXTILES LTD0.09%
  • DAYS T BILL0.08%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.02%
  • EQ B S REFRIGERATORS LIMITED0.00%

Holdings Analysis

Fund Managers

VS

Mr. V. SrivatsaFund Manager (Offshore

He has 3 years of experience in the Equity Securities Research handling variety of sectors. Last two years in the fund management as fund manager for offshore funds. He is looking after fund management of Hybrid Schemes as an adhoc arrangement and reports to Head of Fixed Income.

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Compare with similar Funds

UTI Large & Mid Cap Fund - Growth

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FAQ's

What is the risk level associated with the UTI Large & Mid Cap Fund - Growth?

The UTI Large & Mid Cap Fund - Growth carries a very high level of risk as a mutual fund option.

What is the current NAV (Net Asset Value) of the UTI Large & Mid Cap Fund - Growth as of Jul 25,2024?

The current NAV of the UTI Large & Mid Cap Fund - Growth as of Jul 25,2024 is INR 175.23.

What are the returns generated by the UTI Large & Mid Cap Fund - Growth over the past 1, 3, and 5 years?

The UTI Large & Mid Cap Fund - Growth has achieved impressive returns of 39.10% in the past year, 24.04% over 3 years, and 18.87% over 5 years.

What is the expense ratio associated with the UTI Large & Mid Cap Fund - Growth?

The UTI Large & Mid Cap Fund - Growth has a 2.05% expense ratio.

What is the minimum investment amount required for the UTI Large & Mid Cap Fund - Growth?

The UTI Large & Mid Cap Fund - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the UTI Large & Mid Cap Fund - Growth?

Yes, SIP is available for UTI Large & Mid Cap Fund - Growth with a minimum investment of INR 5000 per month.

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