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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.07 | 32.85 | 2.17 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 48.50 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Large & Mid Cap Fund(IDCW) | 37.97% | 22.85% | 12.02% |
Mirae Asset Large & Midcap Fund(IDCW) | 26.63% | 6.50% | 17.98% |
SBI Large & Midcap Fund(IDCW-Payout) | 28.07% | 19.11% | 16.36% |
Kotak Equity Opp Fund(IDCW-Payout) | 34.13% | 22.26% | 13.18% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
7.67 %
Holdings
4.75 %
Holdings
3.64 %
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
₹ 2,18,225.50 Cr.
V. Srivatsa
AUM: ₹10,797.46 Cr.
|
Exp: 5yrs
B.Com., ICWA, ACA, PGDM
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)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Investment Strategy of UTI Large & Mid Cap Fund
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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%