65
Large & Mid CapBuy
UTI Large & Mid Cap
UTI · Direct–Growth · rank #7 of 36 by Smart Score
Data updated
Trailing returns
1 Year
1.4%
+1.2% vs index
3 Years
14.3%
5 Years
13.9%
Since launch
14.3%
Year-by-year performance
2021
+41.5%—
2022
+5.3%—
2023
+35.4%—
2024
+28.3%+9.8% vs index
2025
+8.4%+0.0% vs index
2026
-2.4%-0.5% vs index
Why this score
UTI Large & Mid Cap scores 65/100 — #7 of 36 Large & Mid Cap fund (Buy). It stands out for 5y return and sharpe ratio — beating 71% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return13.90% · 71st percentile in category
Sharpe ratio0.76 · 80th percentile in category
3Y return14.35% · 67th percentile in category
Sortino ratio0.78 · 80th percentile in category
Alpha2.50 · 68th percentile in category
Fund size6514.49 Cr · 60th percentile in category
Top holdings
1.HDFC Bank Ltd5.23%
2.ICICI Bank Ltd4.78%
3.Reliance Industries Ltd3.72%
4.State Bank of India3.07%
5.Infosys Ltd3.05%
69 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.