CALCULATE YOUR SIP RETURNS
UTI Mutual Fund logo
EQUITYLARGE & MID CAP FUND

UTI Large and Mid Cap Fund Direct Plan IDCW Payout

3 Year return

21.81%
NAV on December 12, 2025
97.7492
1D Returns
+0.43%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Your Investment3,600
Gain
42%1,512
Total Value 5,112

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,498.45 Cr.
Expense Ratio
0.95% (inclusive of GST)
Exit Load
Less than 1 year - 1%.Greater than or equal to 1 year - NIL.

Ratings

ARQ Rating
3.5

Ratings by other agencies

Value Research
2
Crisil
3
Morning Star
3

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

VS

V Srivatsa

Fund Manager since May 2017

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.5776%
UTI Mutual Fund logo
16.5786%
UTI Mutual Fund logo
16.5786%
UTI Mutual Fund logo
7.7341%
UTI Mutual Fund logo
7.7341%

About UTI Core Equity Fund Direct Plan IDCW Payout

UTI Core Equity Fund Direct Plan IDCW Payout is a mutual fund investment scheme offered by UTI mutual fund. The UTI Core Equity Fund falls under the "Equity - Large and Mid Cap" category. This category signifies that the fund primarily focuses on investments in both large-cap and mid-cap companies, aiming for a diversified approach. The UTI Core Equity Fund is an open-ended fund, which means you can buy and sell units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can help to improve their returns over the long term.

Investment Objectives of the Scheme

The fund's main objective is to provide long-term capital appreciation by investing predominantly in a diversified portfolio of equity and equity-related instruments. By targeting both large-cap and mid-cap segments, the fund aims to benefit from potential growth opportunities while maintaining a balance of stability.

Key Features of The Fund

5-year return
22.9828%
Expense Ratio
0.95%
Fund Manager
V Srivatsa
Fund Size
₹5498.45 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund could be suitable for investors seeking a mix of growth and diversification within their investment portfolio. If you're interested in capturing opportunities across different market segments and are comfortable with a moderate level of risk, the UTI Core Equity Fund might align well with your investment strategy. It's particularly relevant for those with a medium to the long investment horizon.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

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 null on December 12, 2025, is ₹97.7492
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 null, is ₹5498.45 crore.
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 null is 0.95%
The null was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

5,112 in 3Y at 21.8058% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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