3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3085.86 Cr.

Expense Ratio

1.21% (inclusive of GST)

Exit Load

Less than 1 year - 1%.Greater than or equal to 1 year - NIL.


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings


UTI Mutual Fund Managers


V Srivatsa

Fund Manager since Aug 2018

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth


About UTI Core Equity Fund Direct Plan Growth

UTI Core Equity Fund Direct Plan Growth is an open-ended equity fund that mostly invests in large and midcap stocks. This large and midcap fund, which is under the UTI Mutual Fund, concentrates on stocks that have the potential to increase in value but are trading below their long-term averages or at undervalued levels. This fund has NIFTY Large Midcap 250 Total Return Index set as its benchmark.

Investment Objective of The Scheme

By primarily investing in equities and equity-related securities of large size and mid cap companies, UTI Core Equity Fund Direct Plan Growth seeks to provide long-term financial appreciation. The goal of large cap companies is to offer stability and liquidity, whereas mid cap stocks have the potential to produce better returns for the portfolio. UTI Core Equity Fund Direct Plan Growth minimises sector and stock concentration and maintains a well-diversified portfolio.

Key Features of The Fund

5-year return 22.52%
Expense Ratio 1.21%
Fund Manager V Srivatsa
Fund Size ₹3085.86 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This scheme may be suitable for investors that would want to have a portfolio that includes both large- and mid-cap stocks. If you want to steadily increase your wealth by building your main equity portfolio, you may consider investing in UTI Core Equity Fund Direct Plan Growth. The fund is best used for investments with a term horizon of at least five years. Systematic Investment Plans (SIPs) may aid in reducing the volatility of the overall equities market. However, in case you have any doubts regarding the scheme, do consult your financial advisor.

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230(+91) 022 6227 8000022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.


What is today's NAV of UTI Large and Mid Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Large and Mid Cap Fund Jun 14 2024 is 174.5746

What is the AUM of UTI Large and Mid Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Large and Mid Cap Fund is 3085.86 crore.

What is the expense ratio of UTI Large and Mid Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Large and Mid Cap Fund is 1.21%

What are the returns of UTI Large and Mid Cap Fund since inception?

The UTI Large and Mid Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.14 since inception.

What is the minimum SIP amount to invest in UTI Large and Mid Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Large and Mid Cap Fund is 500.

How do I invest in UTI Large and Mid Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Large and Mid Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Large and Mid Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Large and Mid Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.