Archive · 30 Jun 2025
UTI Large & Mid Cap Fund: Key Insights for 2025 Investors
Imagine a special piggy bank, the UTI Large & Mid Cap Fund, that invests in big and medium-sized company stocks.
The goal is to help your money grow over a long time.
It has done well in the past, beating other similar piggy banks.
This piggy bank invests in different types of companies, like banks and tech companies.
You can start with a small amount of money.
It's good for people who want to save money for the long term, but remember, the stock market can have ups and downs.
UTI Large & Mid Cap Fund aims for long-term capital appreciation with exposure to large and mid cap stocks.
The fund has a strong return track record, outperforming benchmarks over various periods.
The fund's portfolio is diversified across 68 stocks, with financial services as the largest sector allocation.
The fund offers a competitive expense ratio with a minimum investment of ₹5,000.
The fund is suitable for investors with a medium to long-term horizon seeking capital appreciation.
- Who
- The fund is managed by V. Srivatsa.
- What
- The UTI Large & Mid Cap Fund is an open-ended equity scheme.
- When
- Investors are considering the fund for investment in 2025.
- Where
- The fund operates in the equity markets.
- Why
- The fund aims to provide consistent, long-term performance through a mix of large and mid-cap stocks.
- Fund Objective
- Long-term capital appreciation.
- Fund Manager
- V. Srivatsa
- Expense Ratio (Regular)
- 1.93%
- Expense Ratio (Direct)
- 1.06%
- Minimum Investment
- ₹5,000
- Exit Load
- 1% if redeemed within one year