UTI Large & Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 15 Oct 2025)

₹ 179.92

0.29%

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UTI Large & Mid Cap Reg-G

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Performance

22.18%3y Returns

-0.47% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

1.91%
Exit load

1% Exit load of 1% if redeemed less than 1 year

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 4,993 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 %
Net Current Assets	2.25%
Dalmia Bharat Ltd	0.8%
Oberoi Realty Ltd	1.06%
Larsen & Toubro Ltd	1.87%
Interglobe Aviation Ltd	2.05%
Rossari Biotech Ltd	0.4%
Bharti Hexacom Ltd	0.4%
ICICI Bank Ltd	3.85%
Emami Ltd	0.95%
Mahindra & Mahindra Ltd	1.68%
Mahindra Holidays & Resorts India Ltd	0.71%
Aditya Birla Capital Ltd	2.31%
ICICI Prudential Life Insurance Company Ltd	0.8%
Grasim Industries Ltd	1.37%
Infosys Ltd	3.21%
Indian Bank	2.09%
The Federal Bank Ltd	2.33%
Marksans Pharma Ltd	0.67%
Maruti Suzuki India Ltd	2.14%
Max Financial Services Ltd	1.98%
G R Infraprojects Ltd	0.96%
GHCL Ltd	0.73%
Nippon Life India Asset Management Ltd	1.72%
JK Paper Ltd	0.86%
Jindal Stainless Ltd	0.8%
Motilal Oswal Financial Services Ltd	1.11%
Mphasis Ltd	1.36%
Indiamart Intermesh Ltd	0.57%
ITC Ltd	2.66%
NIIT Learning Systems Ltd	1.05%
Tube Investments Of India Ltd	1.15%
Life Insurance Corporation of India	0.82%
Bharti Airtel Ltd	1.01%
Dr. Reddy's Laboratories Ltd	1.32%
Crompton Greaves Consumer Electricals Ltd	1.05%
The Great Eastern Shipping Company Ltd	1.08%
HCL Technologies Ltd	1.81%
Raymond Lifestyle Ltd	0.73%
Power Grid Corporation of India Ltd	2.14%
Others CBLO	0.02%
Indo Count Industries Ltd	0.48%
Indusind Bank Ltd	0.8%
HDFC Bank Ltd	5.99%
Hero Motocorp Ltd	1.57%
Axis Bank Ltd ST Dep.	0.14%
Vedanta Ltd	2.41%
Reliance Industries Ltd	2.84%
Glenmark Pharmaceuticals Ltd	1.69%
The Phoenix Mills Ltd	1.36%
Petronet LNG Ltd	0.83%
Sundaram Finance Ltd	1.35%
Oil India Ltd	1.39%
Caplin Point Laboratories Ltd	0.91%
Wipro Ltd	2.29%
Ajanta Pharma Ltd	1.41%
DCM Shriram Ltd	0.58%
Bajaj Auto Ltd	1.04%
Biocon Ltd	0.7%
Jubilant FoodWorks Ltd	0.9%
Hindustan Petroleum Corporation Ltd	1.16%
Oracle Financial Services Software Ltd	0.98%
Oil And Natural Gas Corporation Ltd	0.44%
UPL Ltd	1.06%
Kotak Mahindra Bank Ltd	0.89%
Bharti Airtel Ltd PPE	0.43%
Shivalik Bimetal Controls Ltd	0.45%
Shriram Finance Ltd	1.09%
Tips Music Ltd	0.52%
Indus Towers Ltd	2.11%
BS Refrigerators Ltd	0.0%
Aurobindo Pharma Ltd	1.8%
State Bank of India	1.5%
Balkrishna Industries Ltd	0.74%
Bank of Maharashtra	0.64%
Coal India Ltd	0.69%
Colgate-Palmolive (India) Ltd	0.93%

Sectors

Company	Allocation %
Others	2.27%
Construction	5.25%
Automobile	8.32%
Consumer Staples	5.40%
Materials	2.86%
Financial	27.79%
Capital Goods	0.45%
Consumer Discretionary	1.78%
Chemicals	2.77%
Textiles	0.48%
Services	5.80%
Energy	9.88%
Technology	9.65%
Insurance	1.62%
Metals & Mining	3.21%
Healthcare	8.50%
Communication	3.95%

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

About AMC

View All Mutual Funds

UTI Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.utimf.com
Phone:

Funds Offered

78
AUM

₹ 3,73,121 Cr
Website

http://www.utimf.com

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.

Fund Manager

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V Srivatsa

Funds Offered

6
AUM

₹ 17,861 Cr
Highest Return

24.69%

About

V Srivatsa Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of UTI Large & Mid Cap Reg-G?

The current NAV of UTI Large & Mid Cap Reg-G is ₹ 179.9227

How much does UTI Large & Mid Cap Reg-G charge as expense ratio?

The expense ratio of UTI Large & Mid Cap Reg-G is 1.91%

How to Redeem UTI Large & Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in UTI Large & Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in UTI Large & Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in UTI Large & Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of UTI Large & Mid Cap Reg-G?

For UTI Large & Mid Cap Reg-G, 3-year return is 22.18% per annum and 5-year return is 25.83% per annum. Check the return performance in detail on the page.

What is the lock-in period in UTI Large & Mid Cap Reg-G?

The lock-in-period of UTI Large & Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

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UTI Large & Mid Cap Reg-G

₹ 179.92

0.29%

UTI Large & Mid Cap Reg-G

Performance

22.18%3y Returns

Investment details

₹ 500

₹ 5000

0

1.91%

1% Exit load of 1% if redeemed less than 1 year

L After 365 days

Fund details

₹ 4,993 Cr

REGULAR

1 Aug 2005

OPEN

NIFTY Large Midcap 250 Total Return Index

INF789F01869

Fund allocation

Risk Associated

Very High

About AMC

UTI Mutual Fund >

Contact Information

Address:

78

₹ 3,73,121 Cr

About

Fund Manager

V Srivatsa

6

₹ 17,861 Cr

24.69%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of UTI Large & Mid Cap Reg-G?

How much does UTI Large & Mid Cap Reg-G charge as expense ratio?

How to Redeem UTI Large & Mid Cap Reg-G Regular Growth?

What are the steps to invest in UTI Large & Mid Cap Reg-G?

Can I invest in UTI Large & Mid Cap Reg-G through both SIP and lump sum?

What is the return of UTI Large & Mid Cap Reg-G?

What is the lock-in period in UTI Large & Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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