UTI Large & Mid Cap Fund Regular Plan Growth

• Alpha -1.39%
• Beta 1.01
• Sharpe Ratio1.03
• Std Deviation 13.63%
• Tracking Error 4.35%

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.

The UTI Large & Mid Cap Fund Regular Plan Growth has an AUM of 3976.41 crores & has delivered CAGR of 24.65% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in UTI Large & Mid Cap Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Net Current Assets, ICICI Bank & ITC.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Biotechnology & Drugs.

Some of the similar funds are UTI Large & Mid Cap Fund Regular Plan Growth, Quant Large and Mid Cap Fund Growth, Nippon India Vision Fund - Growth, HSBC Large and Mid Cap Fund Regular Growth, Aditya Birla Sun Life Equity Advantage Fund Growth. UTI Large & Mid Cap Fund Regular Plan Growth has a sharpe ratio of 1.03 & a standard deviation of 13.63%.