UTI Large & Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

3 Morning Star

5 Value Research

NAV( 11 Jul 2025)

₹ 180.84
0.65%

UTI Large & Mid Cap Reg-G

Invest now

Performance

24.58%3y Returns

-0.45% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.93%
  • Exit load

    1% Exit load of 1% if redeemed less than 1 year
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 4,866 Cr
  • Plan

    REGULAR
  • Launch date

    1 Aug 2005
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF789F01869

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Others CBLO 0.02%
BS Refrigerators Ltd 0.0%
Bajaj Auto Ltd 1.11%
Bharti Airtel Ltd 1.1%
Biocon Ltd 0.55%
Caplin Point Laboratories Ltd 0.87%
Colgate-Palmolive (India) Ltd 0.97%
Coromandel International Ltd 0.72%
DCM Shriram Ltd 0.25%
Dr. Reddy's Laboratories Ltd 1.32%
Emami Ltd 1.03%
The Federal Bank Ltd 2.49%
GHCL Ltd 0.63%
Glenmark Pharmaceuticals Ltd 1.6%
Grasim Industries Ltd 1.04%
The Great Eastern Shipping Company Ltd 0.93%
HCL Technologies Ltd 2.03%
HDFC Bank Ltd 6.63%
Hindustan Petroleum Corporation Ltd 1.35%
ICICI Bank Ltd 4.3%
Indian Bank 2.14%
Indo Count Industries Ltd 0.54%
Indusind Bank Ltd 0.98%
Bharti Airtel Ltd PPE 0.48%
Infosys Ltd 2.99%
ITC Ltd 2.47%
JK Paper Ltd 0.79%
Jindal Stainless Ltd 0.85%
Kotak Mahindra Bank Ltd 1.61%
Larsen & Toubro Ltd 1.21%
Mahindra & Mahindra Ltd 1.43%
Mahindra Holidays & Resorts India Ltd 0.7%
Marksans Pharma Ltd 0.58%
Maruti Suzuki India Ltd 1.65%
Max Financial Services Ltd 2.13%
Motilal Oswal Financial Services Ltd 1.44%
Mphasis Ltd 1.6%
NMDC Ltd 0.61%
Oil And Natural Gas Corporation Ltd 0.97%
Oracle Financial Services Software Ltd 0.45%
The Phoenix Mills Ltd 1.36%
Power Grid Corporation of India Ltd 2.09%
Reliance Industries Ltd 2.55%
Vedanta Ltd 2.32%
Shivalik Bimetal Controls Ltd 0.52%
Shriram Finance Ltd 1.19%
Sundaram Finance Ltd 1.39%
Tips Music Ltd 0.6%
UPL Ltd 1.02%
Wipro Ltd 2.17%
Oil India Ltd 1.59%
Jubilant FoodWorks Ltd 1.05%
Oberoi Realty Ltd 1.13%
Indus Towers Ltd 2.41%
Net Current Assets 3.89%
Interglobe Aviation Ltd 2.34%
Crompton Greaves Consumer Electricals Ltd 1.27%
G R Infraprojects Ltd 0.82%
Aditya Birla Capital Ltd 2.55%
Axis Bank Ltd ST Dep. 0.14%
Tube Investments Of India Ltd 1.29%
Nippon Life India Asset Management Ltd 1.97%
HDFC Life Insurance Co Ltd 1.26%
Bharti Hexacom Ltd 1.36%
Dalmia Bharat Ltd 1.04%
Indiamart Intermesh Ltd 0.63%
Rossari Biotech Ltd 0.37%
NIIT Learning Systems Ltd 0.87%
Raymond Lifestyle Ltd 0.85%
Ajanta Pharma Ltd 1.18%
Apollo Tyres Ltd 0.79%
Aurobindo Pharma Ltd 1.44%
Sectors
Company Allocation %
Others 3.91%
Automobile 6.27%
Construction 4.52%
Consumer Staples 5.26%
Materials 2.08%
Financial 28.96%
Diversified 0.25%
Capital Goods 0.52%
Consumer Discretionary 2.12%
Chemicals 2.74%
Textiles 0.54%
Services 6.19%
Energy 9.48%
Technology 9.24%
Insurance 1.26%
Metals & Mining 3.78%
Healthcare 7.54%
Communication 5.35%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

UTI AMC is the seventh largest asset management company in India in terms of AUM. With more than 1.1 crore folios, their client base accounts for 12.8% of the approximately 86 million folios that are managed by the Indian mutual fund industry. It has completed 50 years as India?s leading Financial service institution and was a sole vehicle of capital market investment for Indian citizens till the early 90?s. With 150 branches, 47,000 highly trained IFAs, 320 Chief Agents and Business Development Associates and over 1 crore investor accounts, UTI AMC is one of the leading financial institutions with a pan Indian presence. They are committed to continuing their legacy of delivering best in class services with a focus on social responsibility and nation-building.

  • Funds Offered

    6
  • AUM

    ₹ 17,905 Cr
  • Highest Return

    25.98%
About

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