UTI Large & Mid Cap Reg Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Uti Large & Mid Cap Fund Growth invests in large, stable Indian companies for steady long-term growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.3%
Sharpe Ratio-0.20
Beta0.90
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services5.48%
ICICI Bank LtdFinancial Services4.55%
Reliance Industries LtdEnergy & Infra3.74%
Infosys LtdTechnology2.91%
State Bank of IndiaFinancial Services2.91%
ITC LtdConsumers2.86%
Larsen & Toubro LtdCapital Goods2.75%
Aurobindo Pharma LtdServices2.63%
Hero MotoCorp LtdConsumers2.33%
Power Grid Corp Of India LtdUtilities2.31%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.95%
Exit Load1
Regulatory & Tax Information
INF789F01869
ISINDailyDealing Frequency
Nifty LargeMidcap 250 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)