UTI Large and Mid Cap Fund

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.

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.

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.

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.