UTI Large & Mid Cap Fund- Regular Plan - IDCW

UTI Large & Mid Cap Fund- Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on June 30, 1993, and falls under the Large and Mid Cap fund category. It currently manages an AUM of Rs 4,992.97 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.9% for managing the portfolio.

• Investing Strategy:

  The objecOve of the scheme is to generate long term capital appreciaOon by invesOng predominantly in equity and equity related securiOes of large cap and mid cap companies.

• Performance:

  UTI Large & Mid Cap Fund- Regular Plan - IDCW trailing returns over different times are 2.82% (1 year), 21.93% (3 year) and 22.9% (5 year). The average annual return of this fund stands at 3.56%.