UTI Large & Mid Cap Fund-Growth Option - Direct is an equity fund. This fund was started on 1 January, 2013. The fund is managed by V Srivatsa. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.23% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹2759 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 34.28% |
Size breakup
UTI Large & Mid Cap Fund-Growth Option - Direct | Absolute Returns | CAGR Returns |
1 Month Returns | 4.69% | 4.69% |
6 Month Returns | 24.81% | 24.81% |
1 Year Returns | 49.03% | 49.03% |
3 Years Returns | 96.39% | 25.23% |
5 Years Returns | 149.36% | 20.05% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 5.21 | 2.84 | -0.16 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 0.89 | 0.9 | 0.99 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 3.31 | 1.33 | 0.73 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 10.25 | 12.67 | 20.09 |