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Value Research Rating
Our Opinion
Riskometer
Very High
₹173.8976 -1.27%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Large & Mid Cap Fund - Regular Plan
|
|
|
Very High
|
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1.89 |
|
 |
|
Very High
|
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1.60 |
||
|
|
Very High
|
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1.66 |
||
|
|
Very High
|
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1.67 |
||
|
|
Very High
|
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1.76 |
₹4,349 Cr
1.00 (364)
5,000
--
500
6
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Large & Mid Cap Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Large & Mid Cap Fund - Regular Plan can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of UTI Large & Mid Cap Fund - Regular Plan, is ₹173.8976 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
7.25
|
|
|
4.75
|
|
|
3.06
|
|
|
2.60
|
|
|
2.57
|
Over the past five years, UTI Large & Mid Cap Fund - Regular Plan has delivered an annualised return of 30.51% as of 21-May-2025.
The minimum investment required to start investing in UTI Large & Mid Cap Fund - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
