Equity | Large & Mid Cap Fund
NAV ₹384.65 as on 20 Jun 2025
RiskVery High
Fund Size₹27,046.44Cr
NAV | ₹384.65 as on 20 Jun 2025 |
---|---|
Risk | Very High |
Fund Size | ₹27,046.44Cr |
Lock-in
No Lock-in
Min One Time Amount
₹100
Min Withdrawal Amount
₹-
Min SIP Amount
₹100
Min Additional Amount
₹100
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Age
12 years 5 months (Since Jan 01, 2013)
Return since Launch
17.55%
Expense ratio
0.55%
Type
OPEN
AUM (Fund Size)
₹27,046.44
Risk Grade
Very High
Benchmark
Nifty LargeMidcap 250 TRI
Name:
Harsha Upadhyaya
Experience:
Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.
17.65%
8.17%
6.62%
5.06%
5.05%
4.79%
4.06%
HDFC Bank Ltd
6.47%ICICI Bank Ltd
3.74%State Bank of India
3.30%Axis Bank Ltd
2.73%Kotak Mahindra Bank Ltd
1.04%Bank of Baroda
0.37%Your investment will be at Very High Risk
Rank (total assets) | #5 in India |
---|---|
Total AUM | ₹4,87,121.27Cr |
Date of Incorporation | 05 Aug 1994 |
---|
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 1.46% | 7.90% | 4.67% | 1.36% |
Category average | 3.48% | 7.47% | 4.58% | - |
Rank within category | 0 | 0 | 0 | - |
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