UTI Large & Mid Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 47.57 | 22.71 | 18.36 | 12.56 |
Average Rolling Returns(%) | 16.74 | 14.18 | 11.76 | 11.45 |
The Current NAV of UTI Large & Mid Cap Fund - Growth is ₹152.15.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.
UTI Large & Mid Cap Fund - Growth fund’s expense ratio is 2.02%
The process for redemption is
The AUM of UTI Large & Mid Cap Fund - Growth is currently ₹2,759 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and ITC and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 39% of fund’s portfolio respectively.
Top three sectors of UTI Large & Mid Cap Fund - Growth fund are BFSI, Healthcare and Auto accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Large & Mid Cap Fund - Growth Fund is Equity - Large & Mid Cap Fund.
V. Srivatsa manages the UTI Large & Mid Cap Fund - Growth Fund.
UTI Large & Mid Cap Fund - Growth current PE ratio is 27.34 and PB ratio is 4.91
The asset allocation of UTI Large & Mid Cap Fund - Growth is Stocks : 94.21%, Debt : 4.19% and Gold : 1.60%
The minimum SIP amount for UTI Large & Mid Cap Fund - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Large & Mid Cap Fund - Growth is 1% before 1 year, Nil on or after 1 year