UTI Large & Mid Cap Fund - Direct Plan - Growth

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:04 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

67/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Worst peak-to-trough fall was 41.5%. That is the loss you would have had to hold through without selling.
• Capture profile: 107% of index gains, 92% of index falls

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹192.06

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

-1.5%

Negative

3Y Return (CAGR)

13.7%

5Y Return (CAGR)

12.3%

Annualized Volatility

13.8%

Relatively stable

Sharpe Ratio (est.)

0.53

Moderate

Max Drawdown

-41.5%

Severe historical drop

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹8,45,447

Estimated Gain

₹2,45,447

Risk Flags

This fund has seen a peak-to-trough drawdown of -41.5% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.