68
Large & Mid CapBuy
UTI Large & Mid Cap
UTI · Direct–Growth · rank #7 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-1.0%
+2.3% vs index
3 Years
13.4%
5 Years
12.1%
Since launch
14.0%
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
-5.1%+0.0% vs index
Why this score
UTI Large & Mid Cap scores 68/100 — #7 of 36 Large & Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 75% of peers on 3y 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.
3Y return13.41% · 75th percentile in category
5Y return12.10% · 75th percentile in category
Sharpe ratio0.56 · 80th percentile in category
Sortino ratio0.68 · 83rd percentile in category
Alpha2.71 · 68th percentile in category
Fund size6219.89 Cr · 60th percentile in category
Top holdings
1.HDFC Bank Ltd5.48%
2.ICICI Bank Ltd4.55%
3.Reliance Industries Ltd3.74%
4.Infosys Ltd2.91%
5.State Bank of India2.91%
69 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.