UTI Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Rating :

₹ 182.46

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

V. Srivatsa

Fund Benchmark
NIFTY LargeMidcap 250 - TRI

Total AUM

₹ 4,866.10 Cr

Expense Ratio
1.92

52 Week High
₹ 187.87

52 Week Low
₹ 154.31

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio187.87

P/B Ratio2.98

Sharpe0.41

Turnover Ratio31.00

Alpha0.27

Beta0.91

Sortino0.89

Standard Deviation13.28

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	4.57%	13.90%	3.42%	6.79%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	26.57%	26.55%	27.80%	14.15%

Market Cap Distribution

Large Cap

46.18 %
Mid Cap

36.27 %
Small Cap

13.02 %

Avg Market Cap
₹ 1,22,154.00
(In Crore)

Peer Information

Motilal Oswal Large & Midcap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 13.31%

3Y Returns 33.21%

AUM ₹10,840.40 Cr

NAV ₹33.89

Buy Now

WOC Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 7.49%

3Y Returns

AUM ₹1,674.20 Cr

NAV ₹13.18

Buy Now

Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 2.75%

3Y Returns 23.63%

AUM ₹1,581.00 Cr

NAV ₹27.37

Buy Now

ICICI Pru Large & Mid Cap Fund(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 8.19%

3Y Returns 25.62%

AUM ₹21,656.70 Cr

NAV ₹1,006.88

Buy Now

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5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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