UTI Large & Mid Cap Fund - Regular Plan - Growth Option
10.61
21.2
28.35
13.39
13.58
NIFTY LARGE MIDCAP 250 TRI
7.16
18.02
27.35
15.59
16.04
Equity: Large and Mid Cap
6.77
17.23
24.6
14.09
13.72
Yearly Performance (%)
Nav Movement
Fund Managers
V Srivatsa
Investment Objective
The scheme aims to provide long term capital appreciation / dividend distribution be investing atleast 65 per cent of assets in equity and equity related instruments of top 100 stocks by market capitalization listed on BSE. Rest of the assets will be invested in other equities or money & debt market securities.
Returns Calculator for
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
UTI Large & Mid Cap Fund - Regular Plan - Growth Option