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UTI Large & Mid Cap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.07 | 32.85 | 1.74 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 48.50 | 1.24 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Large & Mid Cap Fund(IDCW) | 31.35% | 23.04% | 11.68% |
| Mirae Asset Large & Midcap Fund(IDCW) | 19.60% | 6.31% | 17.55% |
| SBI Large & Midcap Fund(IDCW-Payout) | 21.55% | 18.99% | 16.00% |
| Kotak Equity Opp Fund(IDCW-Payout) | 27.67% | 21.87% | 12.81% |
Price Comparison
Compare UTI Large & Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.53 %
Holdings
7.67 %
0.53 % - ICICI Bank Ltd3M change : 0.26 %
Holdings
4.75 %
0.26 % - ITC Ltd3M change : -0.19 %
Holdings
3.64 %
-0.19 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
66
Total AUM
₹ 2,18,166.29 Cr.
Fund Manager Profile
V. Srivatsa
AUM: ₹10,797.46 Cr.
|
Exp: 5yrs
Qualification
B.Com., ICWA, ACA, PGDM
Past Experience
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.
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Investment Strategy of UTI Large & Mid Cap Fund
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1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | February 2023
1 year ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%