Equity | Large & Mid Cap
3Y Returns
21.32%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.25%
Fund Size
₹2380 Cr
Inception Date
01-Jan-13
Fund Manager
V. Srivatsa
Exit Load
1% before 1Y, Nil on or after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
93.89%
Debt & Others
6.11%
Market Cap Allocation
Large Cap
47.59%
Mid Cap
39.42%
Small Cap
6.88%
Other Cap
6.11%
Investment Objective
The Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Predominantly In Equity And Equity Related Securities Of Large Cap And Mid Cap Companies. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.
Fund House Detail
AMC Name
UTI Asset Management Company Private Limited
Scheme Document
https://www.utimf.com/forms-and-downloads/Address
UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051
Uti Core Equity Fund - Direct Growth Plan
1Y
47.15%
3Y
21.32%
5Y
24.75%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
59.12%
3Y
26.55%
5Y
27.41%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
48.08%
3Y
25.1%
5Y
26.99%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
50.32%
3Y
23.96%
5Y
24.9%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
43.29%
3Y
21.72%
5Y
24.59%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
40.63%
3Y
21.32%
5Y
24.32%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
52.55%
3Y
21.21%
5Y
21.71%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
41.31%
3Y
20.91%
5Y
23.39%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
45.49%
3Y
19.7%
5Y
21.9%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
46.74%
3Y
19.61%
5Y
22.42%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
42.81%
3Y
19.36%
5Y
23.25%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.55%
3Y
19.33%
5Y
22.63%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.83%
3Y
19.05%
5Y
NA
Sbi Large And Midcap Fund Direct Growth
1Y
36.76%
3Y
18.93%
5Y
22.58%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
34.47%
3Y
18.47%
5Y
20.7%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
37.04%
3Y
18.05%
5Y
NA
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
45.48%
3Y
17.81%
5Y
21.17%
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
38.3%
3Y
16.61%
5Y
20.87%
Sundaram Large And Mid Cap Fund Direct Growth
1Y
39.79%
3Y
16.42%
5Y
19.43%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
40.73%
3Y
16.14%
5Y
23.54%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
40.02%
3Y
15.74%
5Y
22.4%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
33.38%
3Y
15.36%
5Y
NA
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
34.56%
3Y
14.87%
5Y
NA
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
34.21%
3Y
14.86%
5Y
22.18%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
29.5%
3Y
14.68%
5Y
19.88%
Franklin India Equity Advantage Fund - Direct Growth
1Y
36.36%
3Y
13.86%
5Y
19.1%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
32.15%
3Y
9.47%
5Y
17.16%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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