UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment
UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment: Mutual Fund Overview
UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment is an Large & MidCap mutual fund with over 33.1 years of performance history. The scheme manages an AUM of ₹5723.94 Cr and has a NAV of ₹80.6366. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.63%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return 0.63% at 24 Mar 2026 03:33 PM
Fund Details
NAV 80.6366
Sub-Type Large & MidCap
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 33.1
Fund Size(in Crores) 5723.94
Fund Performance
1 Month -10.69%
3 Month -12.14%
6 Month -7.81%
1 Year 0.63%
3 Year 19.05%
5 Year 15.84%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.6%) Market Cap Small Cap 14.12 Mid Cap 33.88 Large Cap 46.59 Top Sectors Financial 25.01 Energy 9.82 Technology 9.46 Healthcare 7.75 Services 7.13 Automobile 6.83 Construction 6.49 Consumer Staples 5.11 Communication 3.76 Insurance 3.05 Metals & Mining 2.79 Materials 2.61 Chemicals 2.51 Consumer Discretionary 1.57 Capital Goods 0.46 Textiles 0.24 Top Holding Indusind Bank 0.91 Life Insurance 1.22 Shivalik Bimetal Controls 0.46 Jubilant FoodWorks 0.99 Indus Towers 2.07 Nippon Life India Asset Management 1.12 Colgate-Palmolive (India) 0.93 Coal India 1.09 REC 1.11 Sundaram Finance 1.72 Info Edge (India) 1.35 Crompton Greaves Con. Electricals 1.07 NIIT Learning Sys 1.07 The Phoenix Mills 1.51 Infosys 3.07 Oil India 1.23 ICICI Bank 3.44 Marksans Pharma 0.65 Power Grid Corporation Of India 2.75 UPL 0.91 Biocon 1.12 Max Financial Services 1.56 Maruti Suzuki India 1.48 Mphasis 1.24 Ajanta Pharma 1.28 Tata Motors 0.55 Emami 1.08 BS Refrigerators 0 Bharti Airtel 1.27 Aditya Birla Capital 1.84 The Federal Bank 2.16 Vedanta 2.77 Wipro 2.29 Tips Industries 0.54 Mahindra & Mahindra 1.45 The Great Eastern Shipping Company 0.88 ITC 2.18 Bharat Petroleum Corporation 0.41 Interglobe Aviation 1.34 Shriram Finance 1.55 Rossari Biotech 0.33 DCM Shriram 0.51 Bank of Maharashtra 1.28 JK Paper 0.92 Hero Motocorp 1.74 Oracle Financial Services Software 0.98 MCX 0.09 Caplin Point Laboratories 0.92 Hindustan Petroleum Corporation 0.83 ICICI Prudential 1.15 Oberoi Realty 1.25 Petronet LNG 1.27 State Bank of India 1.81 VRL Logistics 0.53 Glenmark Pharmaceuticals 1.49 Aurobindo Pharma 2.3 GR Infraprojects 1.01 Tube Investments Of India 1.6 GHCL 0.76 Indiamart 0.67 Motilal Oswal Financial Services 0.96 Indian Bank 0.82 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 0.42 General Insurance Corporation of India 0.69 Reliance Industries 2.45 HDFC Bank 4.73 Indo Count Industries 0.24 Larsen & Toubro 2.72 Raymond Lifestyle 0.5 Jindal Stainless 0.02 HCL Technologies 1.88 Grasim Industries 1.52 Mahindra Holidays & Resorts India 0.55
Debt & Others (5.3999999999999995%) Sector Allocation Net Current Assets 4.25 Short Term Deposit 0.12 Real Estate Investment Trusts 1.01 Debt Credit Ratings Debt Category Others 4.27 Embassy Office Parks REIT 1.01 Axis Bank 0.12
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.85%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
V Srivatsa
Education Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience Prior to joining UTI Mutual Fund in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 24
Date of Incorporation 1993-02-16
Total AUM 396376.12
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment FAQs
How to invest in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
Investing in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The term expense ratio for UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment is 1.85% as of 24 Mar 2026.
What is the NAV of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The NAV of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment is ₹80.6366 as of 24 Mar 2026.
What is the AUM of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The AUM (Assets Under Management) of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment is ₹5723.94 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The PE ratio of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
Yes, you can invest in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment in the last 5 years?
The return of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment in the last 5 years is 15.84%.
What is the minimum SIP investment required in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The minimum SIP investment in UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The NAV of UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment, as of 24 Mar 2026, is ₹80.6366.
Who manages the UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment?
The fund managers responsible for UTI Large & Mid Cap Fund Regular Plan-IDCW Reinvestment are:
- V Srivatsa