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UTI Large & Mid Cap Fund - Direct Plan - Growth Option

UTI · Scheme 120665

₹202.57▼ 0.37%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
₹6,407 cr
Expense ratio
1.08%
3Y CAGR
17.4%
Risk level
High
Min SIP
₹500
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: V SrivatsaExit load: Exit load of 1% if redeemed less than 1 year
Decent · 59/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Strong long-term record — 15.5% CAGR over 5 years.
  • ✓Compounding well recently — 17.4% CAGR over 3 years.
  • ✓3Y CAGR: +17.4%
  • ✓5Y CAGR: +15.5%
  • ✓Positive 3Y windows: 94% of rolling 3Y windows positive

📉 What could drag it down

  • •Can fall sharply — dropped 42% in its worst stretch. Stomach needed.
  • •1Y return: +6.4%
  • •Beat category: beat category in 50% of windows

FundScore breakdown

59/100 · Decent
How it works →
63
Returns
Decent
60
Consistency
Decent
50
Risk-adjusted
Average
48
Downside protection
Average
71
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.