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UTI Large & Mid Cap Fund

UTI·
Large & Mid Cap
1Y
+2.78%
3Y
+14.82%
5Y
+13.55%
Since Inception
+17.65%
Sharpe
0.76
Sortino
1.21
Max Drawdown
-18.28%
Volatility
14.15%
Alpha
+3.14%
Beta
0.94
Info Ratio
0.81
Up / Down Capture
103 / 87
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹5.6K Cr (January - March 2026)
Expense ratio (Direct)1.36%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#20 of 36
Top 56%
3Y CAGR
#8 of 28
Top 29%
5Y CAGR
#8 of 28
Top 29%
Sharpe
#7 of 36
Top 19%