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 | 2.45% | 2.45% |
6 Month Returns | 24.97% | 24.97% |
1 Year Returns | 48.41% | 48.41% |
3 Years Returns | 90.81% | 24.03% |
5 Years Returns | 156.47% | 20.73% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 5.56 | 2.88 | 0.06 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 0.9 | 0.91 | 0.99 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 3.3 | 1.4 | 0.79 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Large & Mid Cap Fund-Growth Option - Direct | 10.26 | 12.83 | 20.11 |