UTI Large & Mid Cap
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
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%
Maximum Drawdown-17.2% | Oct 2024
Sharpe Ratio-0.20
Beta0.90
Upside Capture99%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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)