UTI Large & Mid Cap Fund Regular Plan-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.91%
Fund NAV

Fund Overview of UTI Large & Mid Cap Fund Regular Plan-idcw

  • ₹4,864.9 Cr
    AUM
  • ₹89.10
    NAV
  • 1.92%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Oct 31, 2025

Returns of UTI Large & Mid Cap Fund Regular Plan-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.91% NA 2.80%
6 Months 14.35% NA 12.07%
1 Year -0.94% -0.94% -3.06%
2 Years 45.60% 20.67% 20.08%
3 Years 80.76% 21.81% 19.56%
5 Years 207.56% 25.19% 23.46%
7 Years 210.75% 17.58% NA
10 Years 267.65% 13.91% 15.24%
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As on Fri Oct 31, 2025

Asset Allocation

equities

97.58%

debt instruments

0.16%

other assets or cash equivalents

2.25%
Large Cap: 48.62%
Mid Cap: 38.30%
Small Cap: 13.07%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
6.69%
Hdfc Bank Ltd
5.99%
Hdfc Bank Ltd
5.99%
Icici Bank Ltd
4.41%
Net Current Assets
4.29%
 
Top Sectors
Financial
88.96%
Technology
41.25%
Consumer Discretionary
35.90%
Materials
29.23%
Energy & Utilities
29.18%
Detailed Portfolio Analysis
As on Fri Oct 31, 2025
Invest Now

About Fund

About UTI Large & Mid Cap Fund Regular Plan-idcw

UTI Large & Mid Cap Fund Regular Plan-idcw is one Equity mutual fund offered by UTI Mutual Fund. the fund aims Long term capital appreciation Investment predominantly in equity instruments of both large cap and mid cap companies It manages assets worth ₹4,864.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.92%.
The portfolio allocation consists of 97.58% in equities, 0.16% in debt instruments, 2.25% in other assets or cash equivalents. Managed by V Srivatsa, it has delivered a return of -0.94% in the last year, a total return since inception of 13.72%.

Read more
  • V Srivatsa

    Fund Manager

  • Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.

    Manager Education

Key Metrics of UTI Large & Mid Cap Fund Regular Plan-idcw

  • Standard Deviation
    13.55%
  • Sharpe Ratio
    0.94%
  • Alpha
    5.30%
  • Beta
    0.99%

Fund Details

Fund Names UTI Large & Mid Cap Fund Regular Plan-idcw
Lock In No Lock-in
SIP Minimum Investment amount ₹ 500
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Large And Mid Cap Fund Direct-growth trend ₹3,651 4.41% 1.45% -3.85% 18.00% 26.07%
Quant Large And Mid Cap Fund-growth trend ₹3,651 4.30% 1.14% -5.04% 16.36% 24.21%
Canara Robeco Large And Mid Cap Fund Direct-growth trend ₹25,551 2.92% 2.17% 5.76% 17.29% 22.02%
Bank Of India Large & Mid Cap Fund Direct-bonus trend ₹410 4.96% 4.54% 3.85% 18.00% 21.52%
Bank Of India Large & Mid Cap Fund Regular-bonus trend ₹410 4.81% 4.15% 2.56% 16.72% 20.24%
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth trend ₹5,736 3.51% 3.29% 4.72% 15.20% 18.10%
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth trend ₹1,774 3.32% 1.60% -5.54% 15.85% 17.65%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from UTI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
UTI Nifty200 Momentum 30 Index Fund Regular - Growth increase ₹8,199 5.30% 3.95% 7.29% -8.82% 16.39%
UTI Nifty200 Momentum 30 Index Fund Direct - Growth increase ₹8,199 5.35% 4.07% 7.54% -8.37% 16.96%
UTI Large & Mid Cap Fund Direct-growth increase ₹4,865 4.36% 3.21% 8.20% 4.42% 22.18%
UTI Large & Mid Cap Fund Regular Plan-growth increase ₹4,865 4.27% 2.97% 7.71% 3.47% 21.20%
UTI Nifty200 Quality 30 Index Fund Regular-growth increase ₹633 3.75% 4.62% 7.16% -0.39% -
UTI Nifty200 Quality 30 Index Fund Direct-growth increase ₹633 3.79% 4.73% 7.44% 0.17% -
UTI Bse Low Volatility Index Fund Direct - Growth increase ₹564 3.24% 2.01% 4.58% 2.79% 16.10%
UTI Bse Low Volatility Index Fund Regular - Growth increase ₹564 3.20% 1.88% 4.32% 2.31% 15.56%
UTI Nifty Alpha Low-volatility 30 Index Fund Direct-growth increase ₹80 3.30% 1.56% 2.71% - -
UTI Nifty Alpha Low-volatility 30 Index Fund Regular-growth increase ₹80 3.27% 1.46% 2.44% - -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Canara Robeco Large And Mid Cap Fund Direct-growth trend ₹25,551 ₹298.47 17.29% 22.02% 16.89%
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth trend ₹5,736 ₹1,024.94 15.20% 18.10% 13.24%
Quant Large And Mid Cap Fund Direct-growth trend ₹3,651 ₹126.86 18.00% 26.07% 17.31%
Quant Large And Mid Cap Fund-growth trend ₹3,651 ₹115.49 16.36% 24.21% 16.35%
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth trend ₹1,774 ₹27.68 15.85% 17.65% -
ICICI Prudential Nifty 200 Momentum 30 Etf - Growth trend ₹571 ₹32.01 16.53% - -
Bank Of India Large & Mid Cap Fund Direct-bonus trend ₹410 ₹53.43 18.00% 21.52% 14.00%
Bank Of India Large & Mid Cap Fund Regular-bonus trend ₹410 ₹89.75 16.72% 20.24% 12.71%
Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth trend ₹46 ₹31.84 16.66% - -
Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth trend ₹28 ₹21.88 14.54% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial6.69%₹325.45 Cr
Hdfc Bank LtdFinancial5.99%₹299.10 Cr
Hdfc Bank LtdFinancial5.99%₹299.10 Cr
Icici Bank LtdFinancial4.41%₹214.44 Cr
Net Current AssetsUnspecified4.29%₹208.79 Cr
Icici Bank LtdFinancial3.85%₹192.43 Cr
Icici Bank LtdFinancial3.85%₹192.43 Cr
Infosys LtdTechnology3.21%₹160.50 Cr
Infosys LtdTechnology3.21%₹160.50 Cr
Infosys LtdTechnology3.07%₹149.12 Cr
Reliance Industries LtdEnergy & Utilities2.84%₹141.77 Cr
Reliance Industries LtdEnergy & Utilities2.84%₹141.77 Cr
Itc LtdConsumer Staples2.66%₹132.71 Cr
Itc LtdConsumer Staples2.66%₹132.71 Cr
The Federal Bank LtdFinancial2.51%₹121.93 Cr
Vedanta LtdMaterials2.41%₹120.40 Cr
Vedanta LtdMaterials2.41%₹120.40 Cr
Itc LtdConsumer Staples2.45%₹119.00 Cr
The Federal Bank LtdFinancial2.33%₹116.21 Cr
The Federal Bank LtdFinancial2.33%₹116.21 Cr
Aditya Birla Capital LtdFinancial2.31%₹115.50 Cr
Aditya Birla Capital LtdFinancial2.31%₹115.50 Cr
Reliance Industries LtdEnergy & Utilities2.36%₹114.75 Cr
Wipro LtdTechnology2.29%₹114.38 Cr
Wipro LtdTechnology2.29%₹114.38 Cr
Net Current AssetsUnspecified2.25%₹112.49 Cr
Net Current AssetsUnspecified2.25%₹112.49 Cr
Interglobe Aviation LtdIndustrials2.31%₹112.37 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.23%₹108.25 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.14%₹107.09 Cr
Power Grid Corporation Of India LtdEnergy & Utilities2.14%₹107.09 Cr
Wipro LtdTechnology2.20%₹107.08 Cr
Maruti Suzuki India LtdConsumer Discretionary2.14%₹107.05 Cr
Maruti Suzuki India LtdConsumer Discretionary2.14%₹107.05 Cr
Vedanta LtdMaterials2.19%₹106.77 Cr
Indian BankFinancial2.18%₹106.17 Cr
Indus Towers LtdTechnology2.11%₹105.43 Cr
Indus Towers LtdTechnology2.11%₹105.43 Cr
Indian BankFinancial2.09%₹104.54 Cr
Indian BankFinancial2.09%₹104.54 Cr
Interglobe Aviation LtdIndustrials2.05%₹102.16 Cr
Interglobe Aviation LtdIndustrials2.05%₹102.16 Cr
Aditya Birla Capital LtdFinancial2.08%₹101.40 Cr
Max Financial Services LtdFinancial1.98%₹98.96 Cr
Max Financial Services LtdFinancial1.98%₹98.96 Cr
Glenmark Pharmaceuticals LtdHealthcare1.95%₹94.89 Cr
Max Financial Services LtdFinancial1.94%₹94.28 Cr
Larsen & Toubro LtdIndustrials1.87%₹93.61 Cr
Larsen & Toubro LtdIndustrials1.87%₹93.61 Cr
Indus Towers LtdTechnology1.91%₹92.95 Cr
Hcl Technologies LtdTechnology1.81%₹90.61 Cr
Hcl Technologies LtdTechnology1.81%₹90.61 Cr
Aurobindo Pharma LtdHealthcare1.80%₹90.12 Cr
Aurobindo Pharma LtdHealthcare1.80%₹90.12 Cr
Hcl Technologies LtdTechnology1.81%₹87.96 Cr
Nippon Life India Asset Management LtdFinancial1.72%₹85.98 Cr
Nippon Life India Asset Management LtdFinancial1.72%₹85.98 Cr
Nippon Life India Asset Management LtdFinancial1.75%₹84.90 Cr
Glenmark Pharmaceuticals LtdHealthcare1.69%₹84.57 Cr
Glenmark Pharmaceuticals LtdHealthcare1.69%₹84.57 Cr
Maruti Suzuki India LtdConsumer Discretionary1.73%₹84.20 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.68%₹83.77 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.68%₹83.77 Cr
Hero Motocorp LtdConsumer Discretionary1.57%₹78.34 Cr
Hero Motocorp LtdConsumer Discretionary1.57%₹78.34 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.61%₹78.30 Cr
Oil India LtdEnergy & Utilities1.61%₹78.19 Cr
Mphasis LtdTechnology1.57%₹76.23 Cr
State Bank Of IndiaFinancial1.50%₹75.12 Cr
State Bank Of IndiaFinancial1.50%₹75.12 Cr
Motilal Oswal Financial Services LtdFinancial1.51%₹73.33 Cr
Larsen & Toubro LtdIndustrials1.50%₹73.19 Cr
Aurobindo Pharma LtdHealthcare1.50%₹72.74 Cr
Ajanta Pharma LtdHealthcare1.41%₹70.15 Cr
Ajanta Pharma LtdHealthcare1.41%₹70.15 Cr
Oil India LtdEnergy & Utilities1.39%₹69.48 Cr
Oil India LtdEnergy & Utilities1.39%₹69.48 Cr
Grasim Industries LtdMaterials1.37%₹68.36 Cr
Grasim Industries LtdMaterials1.37%₹68.36 Cr
Ajanta Pharma LtdHealthcare1.40%₹68.12 Cr
Phoenix Mills LtdReal Estate1.36%₹67.79 Cr
Phoenix Mills LtdReal Estate1.36%₹67.79 Cr
Mphasis LtdTechnology1.36%₹67.74 Cr
Mphasis LtdTechnology1.36%₹67.74 Cr
Sundaram Finance LtdFinancial1.35%₹67.21 Cr
Sundaram Finance LtdFinancial1.35%₹67.21 Cr
Dr. Reddy's Laboratories LtdHealthcare1.32%₹65.96 Cr
Dr. Reddy's Laboratories LtdHealthcare1.32%₹65.96 Cr
Dr. Reddy's Laboratories LtdHealthcare1.35%₹65.79 Cr
Kotak Mahindra Bank LtdFinancial1.34%₹65.03 Cr
Tube Investments Of India LtdConsumer Discretionary1.33%₹64.81 Cr
Sundaram Finance LtdFinancial1.31%₹63.93 Cr
Phoenix Mills LtdReal Estate1.29%₹62.79 Cr
Grasim Industries LtdMaterials1.25%₹60.77 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary1.20%₹58.16 Cr
Bharti Hexacom Ltd.Technology1.19%₹58.01 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.16%₹57.71 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.16%₹57.71 Cr
Tube Investments Of India LtdConsumer Discretionary1.14%₹57.17 Cr
Tube Investments Of India LtdConsumer Discretionary1.14%₹57.17 Cr
Upl LtdMaterials1.15%₹55.80 Cr
Motilal Oswal Financial Services LtdFinancial1.11%₹55.22 Cr
Motilal Oswal Financial Services LtdFinancial1.11%₹55.22 Cr
Shriram Transport Finance Company LtdFinancial1.09%₹54.19 Cr
Shriram Transport Finance Company LtdFinancial1.09%₹54.19 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities1.08%₹54.13 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities1.08%₹54.13 Cr
Upl LtdMaterials1.06%₹53.14 Cr
Upl LtdMaterials1.06%₹53.14 Cr
Oberoi Realty LtdReal Estate1.06%₹53.12 Cr
Oberoi Realty LtdReal Estate1.06%₹53.12 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary1.05%₹52.45 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary1.05%₹52.45 Cr
Emami LtdConsumer Staples1.08%₹52.44 Cr
Niit Learning Systems LtdConsumer Staples1.05%₹52.32 Cr
Niit Learning Systems LtdConsumer Staples1.05%₹52.32 Cr
Shriram Transport Finance Company LtdFinancial1.07%₹51.82 Cr
Bajaj Auto LtdConsumer Discretionary1.04%₹51.73 Cr
Bajaj Auto LtdConsumer Discretionary1.04%₹51.73 Cr
Bharti Airtel LtdTechnology1.05%₹51.15 Cr
Bharti Airtel LtdTechnology1.01%₹50.19 Cr
Bharti Airtel LtdTechnology1.01%₹50.19 Cr
Oberoi Realty LtdReal Estate1.01%₹49.20 Cr
Oracle Financial Services Software LtdTechnology0.98%₹48.93 Cr
Oracle Financial Services Software LtdTechnology0.98%₹48.93 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.99%₹47.95 Cr
Jubilant Foodworks LtdConsumer Discretionary0.98%₹47.90 Cr
Dalmia Bharat LtdMaterials0.98%₹47.89 Cr
G R Infraprojects LtdIndustrials0.96%₹47.78 Cr
G R Infraprojects LtdIndustrials0.96%₹47.78 Cr
Bajaj Auto LtdConsumer Discretionary0.98%₹47.73 Cr
Emami LtdConsumer Staples0.95%₹47.49 Cr
Emami LtdConsumer Staples0.95%₹47.49 Cr
Caplin Point Laboratories LtdHealthcare0.97%₹47.07 Cr
Colgate-palmolive (india) LtdConsumer Staples0.97%₹47.01 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.96%₹46.55 Cr
Colgate-palmolive (india) LtdConsumer Staples0.93%₹46.53 Cr
Colgate-palmolive (india) LtdConsumer Staples0.93%₹46.53 Cr
State Bank Of IndiaFinancial0.96%₹46.52 Cr
Niit Learning Systems LtdConsumer Staples0.94%₹45.56 Cr
Caplin Point Laboratories LtdHealthcare0.91%₹45.41 Cr
Caplin Point Laboratories LtdHealthcare0.91%₹45.41 Cr
Jubilant Foodworks LtdConsumer Discretionary0.90%₹45.12 Cr
Jubilant Foodworks LtdConsumer Discretionary0.90%₹45.12 Cr
Kotak Mahindra Bank LtdFinancial0.89%₹44.57 Cr
Kotak Mahindra Bank LtdFinancial0.89%₹44.57 Cr
Indusind Bank LtdFinancial0.90%₹43.61 Cr
Jk Paper LtdMaterials0.86%₹42.98 Cr
Jk Paper LtdMaterials0.86%₹42.98 Cr
Petronet Lng LtdEnergy & Utilities0.83%₹41.21 Cr
Petronet Lng LtdEnergy & Utilities0.83%₹41.21 Cr
Life Insurance Corporation Of IndiaFinancial0.82%₹41.18 Cr
Life Insurance Corporation Of IndiaFinancial0.82%₹41.18 Cr
Jindal Stainless LtdMaterials0.84%₹40.88 Cr
Indusind Bank LtdFinancial0.80%₹40.15 Cr
Indusind Bank LtdFinancial0.80%₹40.15 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities0.82%₹40.04 Cr
Dalmia Bharat LtdMaterials0.80%₹39.91 Cr
Dalmia Bharat LtdMaterials0.80%₹39.91 Cr
Icici Prudential Life Insurance Company LtdFinancial0.80%₹39.80 Cr
Icici Prudential Life Insurance Company LtdFinancial0.80%₹39.80 Cr
Jindal Stainless LtdMaterials0.80%₹39.77 Cr
Jindal Stainless LtdMaterials0.80%₹39.77 Cr
Oracle Financial Services Software LtdTechnology0.81%₹39.30 Cr
Coromandel International LtdMaterials0.78%₹37.73 Cr
Jk Paper LtdMaterials0.77%₹37.40 Cr
G R Infraprojects LtdIndustrials0.76%₹36.98 Cr
Balkrishna Industries LtdConsumer Discretionary0.74%₹36.98 Cr
Balkrishna Industries LtdConsumer Discretionary0.74%₹36.98 Cr
Raymond Lifestyle LtdConsumer Discretionary0.73%₹36.55 Cr
Raymond Lifestyle LtdConsumer Discretionary0.73%₹36.55 Cr
Ghcl LtdMaterials0.73%₹36.49 Cr
Ghcl LtdMaterials0.73%₹36.49 Cr
Raymond Lifestyle LtdConsumer Discretionary0.74%₹36.16 Cr
Mahindra Holidays & Resorts India LtdConsumer Discretionary0.73%₹35.74 Cr
Mahindra Holidays & Resorts India LtdConsumer Discretionary0.71%₹35.38 Cr
Mahindra Holidays & Resorts India LtdConsumer Discretionary0.71%₹35.38 Cr
Biocon LtdHealthcare0.70%₹34.91 Cr
Biocon LtdHealthcare0.70%₹34.91 Cr
Coal India LtdMaterials0.69%₹34.64 Cr
Coal India LtdMaterials0.69%₹34.64 Cr
Marksans Pharma LtdHealthcare0.67%₹33.34 Cr
Marksans Pharma LtdHealthcare0.67%₹33.34 Cr
Biocon LtdHealthcare0.68%₹33.05 Cr
Ghcl LtdMaterials0.67%₹32.75 Cr
Icici Prudential Life Insurance Company LtdFinancial0.67%₹32.56 Cr
Hdfc Life Insurance Co LtdFinancial0.67%₹32.56 Cr
Bank Of MaharashtraFinancial0.64%₹32.05 Cr
Bank Of MaharashtraFinancial0.64%₹32.05 Cr
Indiamart Intermesh LtdIndustrials0.64%₹31.19 Cr
Dcm Shriram LtdMaterials0.58%₹29.01 Cr
Dcm Shriram LtdMaterials0.58%₹29.01 Cr
Indiamart Intermesh LtdIndustrials0.57%₹28.39 Cr
Indiamart Intermesh LtdIndustrials0.57%₹28.39 Cr
Dcm Shriram LtdMaterials0.56%₹27.22 Cr
Tips Industries LtdConsumer Discretionary0.54%₹26.15 Cr
Tips Industries LtdConsumer Discretionary0.52%₹26.09 Cr
Tips Industries LtdConsumer Discretionary0.52%₹26.09 Cr
Marksans Pharma LtdHealthcare0.50%₹24.39 Cr
Indo Count Industries LtdConsumer Discretionary0.50%₹24.09 Cr
Indo Count Industries LtdConsumer Discretionary0.48%₹24.00 Cr
Indo Count Industries LtdConsumer Discretionary0.48%₹24.00 Cr
Shivalik Bimetal Controls LtdIndustrials0.49%₹23.84 Cr
Petronet Lng LtdEnergy & Utilities0.47%₹22.88 Cr
Shivalik Bimetal Controls LtdIndustrials0.45%₹22.53 Cr
Shivalik Bimetal Controls LtdIndustrials0.45%₹22.53 Cr
Bharti Airtel Ltd PpeTechnology0.45%₹21.89 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.44%₹21.78 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.44%₹21.78 Cr
Bharti Airtel Ltd PpeTechnology0.43%₹21.40 Cr
Bharti Airtel Ltd PpeTechnology0.43%₹21.40 Cr
Rossari Biotech LtdMaterials0.43%₹21.07 Cr
Rossari Biotech LtdMaterials0.40%₹19.77 Cr
Rossari Biotech LtdMaterials0.40%₹19.77 Cr
Bharti Hexacom Ltd.Technology0.40%₹19.75 Cr
Bharti Hexacom Ltd.Technology0.40%₹19.75 Cr
Nmdc LtdMaterials0.20%₹9.86 Cr
Axis Bank Ltd St Dep.Financial0.14%₹7.00 Cr
Axis Bank Ltd St Dep.Financial0.14%₹7.00 Cr
Axis Bank Ltd St Dep.Financial0.14%₹7.00 Cr
Balkrishna Industries LtdConsumer Discretionary0.14%₹6.69 Cr
Others CbloUnspecified0.02%₹1.17 Cr
Others CbloUnspecified0.02%₹1.17 Cr
Others CbloUnspecified0.02%₹1.17 Cr
B S Refrigerators Limited EqConsumer Discretionary0.00%₹0.00 Cr
B S Refrigerators Limited EqConsumer Discretionary0.00%₹0.00 Cr
B S Refrigerators Limited EqConsumer Discretionary0.00%₹0.00 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Large And Mid Cap Fund Direct-growth increase ₹126.86 18.00% 26.07% -
Quant Large And Mid Cap Fund-growth increase ₹115.49 16.36% 24.21% -
Canara Robeco Large And Mid Cap Fund Direct-growth increase ₹298.47 17.29% 22.02% -
Bank Of India Large & Mid Cap Fund Direct-bonus increase ₹53.43 18.00% 21.52% -
Bank Of India Large & Mid Cap Fund Regular-bonus increase ₹89.75 16.72% 20.24% -
Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth increase ₹1,024.94 15.20% 18.10% -
ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth increase ₹27.68 15.85% 17.65% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

UTI Large & Mid Cap Fund Regular Plan-idcw

What is the current AUM of UTI Large & Mid Cap Fund Regular Plan-idcw?

As of Thu Jul 31, 2025, UTI Large & Mid Cap Fund Regular Plan-idcw manages assets worth ₹4,864.9 crore

How has UTI Large & Mid Cap Fund Regular Plan-idcw performed recently?

  • 3 Months: -0.91%
  • 6 Months: 14.35%

What is the long-term performance of UTI Large & Mid Cap Fund Regular Plan-idcw?

  • 3 Years CAGR: 21.81%
  • 5 Years CAGR: 25.19%
  • Since Inception: 13.72%

What is the portfolio composition of UTI Large & Mid Cap Fund Regular Plan-idcw?

Equity: 97.58%, Debt: 0.16%, Others: 2.25%.

Who manages UTI Large & Mid Cap Fund Regular Plan-idcw?

UTI Large & Mid Cap Fund Regular Plan-idcw is managed by V Srivatsa from UTI Mutual Fund.

What is the market-cap allocation of UTI Large & Mid Cap Fund Regular Plan-idcw?

Large Cap: 48.62%, Mid Cap: 38.30%, Small Cap: 13.07%.

Which are the top companies UTI Large & Mid Cap Fund Regular Plan-idcw has invested in?

  • HDFC Bank Ltd – 6.69% of the fund's portfolio
  • HDFC Bank Ltd – 5.99% of the fund's portfolio
  • HDFC Bank Ltd – 5.99% of the fund's portfolio
  • ICICI Bank Ltd – 4.41% of the fund's portfolio
  • Net Current Assets – 4.29% of the fund's portfolio

Which are the major sectors UTI Large & Mid Cap Fund Regular Plan-idcw focuses on?

  • Financial – 88.96% of the fund's portfolio
  • Technology – 41.25% of the fund's portfolio
  • Consumer Discretionary – 35.90% of the fund's portfolio
  • Materials – 29.23% of the fund's portfolio
  • Energy & Utilities – 29.18% of the fund's portfolio
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Past performance may not be indicative of future results.

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Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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